Analysing three more companies in the consumption space:
1. Phoenix Mills
2. Kalyan Jewellers
3. Electronics Mart India
I discuss the following pointers for all three models:
1. Business Model (How do they make money?)
2. Revenue Breakdown
3. Q4FY23 and FY23 Financials
4. Operating Leverage and ROE
5. Financial Statements
6. Management Commentary and FY24 Outlook
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