Stock views on Marico, Dabur

Angel Broking on DABUR INDIA

During FY2008-10E, we expect Dabur India to post 16.6% compounded annual growth rate in consolidated top line backed by strong growth in international and consumer health divisions, new product launches and roll out of its retail venture. EBITDA should grow by 12.2%. But margins may decline owing to losses incurred in its retail venture and rising input costs.


EMKAY Global Securities on MARICO

Marico reported revenue growth of 30.1% yoy to Rs6,000cr. The discount offered on variants of ‘Saffola’ is negative surprise threatens the premium-brand status. But, with aggressive price hikes undertaken and softening of input prices during the quarter- the spotlight has now shifted towards achieving the target volume growth. It has ability to grow despite challenges in external environment.