Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Macquarie on Marico
OutPerform, Target Price cut to Rs 580
While like sharp turnaround to +ve vol growth in Saffola vs double-digit decline for 1Q, margin weakness for 2Q was a _ve
Cut FY23E/FY24E/FY25E EPS 3%
Rising sales salience of foods/digital brands should lower future EPS volatility

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!