BQ Prime’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BQ Prime’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
ICICI Securities Report
Copper, steel and aluminium prices have corrected 21%, 19% and 36%, respectively, in the past three months. We expect the decline in input prices to provide margin tailwinds in H2 FY23.
We believe it will also provide a much-needed breather from raising selling prices after increasing prices by 20% plus in the past two years. We also model durable companies to invest the gains in
raising ad-spend after a gap of almost three years,
increase research and development spends and launch differentiated products, and
increase trade schemes and consumer offers to gain market shares from smaller/ unorganised players.
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