Residual Income Model

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Britannia Industries Ltd(BRIT.NS,BRIT IS):2025财年第四季度脱离预期
Morgan Stanley· 2025-05-12 10:45
May 12, 2025 05:22 AM GMT Britannia Industries Ltd | Asia Pacific 4QF25: Off the Call Outlook: Management expects gradual sequential recovery in growth, and its aspiration is to deliver double-digit revenue growth in F26. Price hikes taken in 4Q to have full effect in 1Q, while currently management expects no further price changes. Volume growth +3.5% in 4Q. Margins are expected to remain at current levels, with a target of 2.5%+ costs savings in F26. Among RM, salience for Wheat and Oil is at 30% each, whi ...
SBC Medical: Scalable Profits Undermined By Governance Overhang, Still Worth A Look
Seeking Alpha· 2025-05-08 05:08
Editor's note: Seeking Alpha is proud to welcome Earnings Quality Analyst as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am a professional equity analyst at a value-focused investment firm, dedicated to identifying long-term opportunities through disciplined, fundamentals-driven research. My academic background from Columbia University spans financ ...