India Consumer - Relishing The QSR Buffet: Dolat Capital

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..Dolat Capital Report.The Indian quick service restaurant segment has, over the years, emerged from the shadows to position itself as a staple consumption theme rather than discretionary. The availability of long term risk capital and food delivery are, in our view, the biggest of the tailwinds that will help gain momentum along with-broadening of cuisine formats leading to more choices for the consumer and hence rising propensity to consume,post Covid re opening up of workspaces, tourism and leisure segments,rising urbanisation and expansion into the tier two/three/four territories. Recent headwinds around the food inflation have raised concerns over growth and margin defense for the space. Inadequate price pass-on, consumer wallet shift towards other categories, low same-store-sales-growth, margin pressure and delayed expansion plans are the major concerns hovering around the sector – these are very similar to FY13-17, time when major disruption impacted multiples. However, we found many dissimilarities versus similarities compared FY13-17 period while drawing parallels..Click on the attachment to read the full report:.DISCLAIMERThis report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

India Consumer - Relishing The QSR Buffet: Dolat Capital

India Consumer Sector Check - Relishing The QSR Buffet: Dolat Capital

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