Sector FMCG - Latest news, views and updates

FMCG

Sector

Watch

FMCG

SECTOR | 09 Apr 2025

Consumer Jan-Mar'25 Earnings Preview Sharp recovery eludes, tactical...

FMCG

Prabhudas Lilladhar

Britannia Inds - BRIT retains market leadership in core segments and has little risk of disruption from B2C brands. It has faced the brunt of sharp spikes in the prices of wheat and palm oil which has necessitated 4-6% price hikes. We believe the worst margin pressure is over and expect recovery post 4Q25 which will provide 14.4% EPS growth over FY25-27. The stock trades at 41x FY27 EPS. Retain Buy with a target price of Rs5,881. Titan Company - TITAN is expected to show 20% PAT CAGR over FY25-27 as Jewellery margins have bottomed out at 10.8% (11.1% by FY27), watch profitability...

FMCG

SECTOR | 21 Feb 2025

Top Conviction Ideas - FMCG

FMCG

Axis Direct

Top Conviction Ideas (FMCG) - Varun Beverages, DOMS Industries

FMCG

SECTOR | 19 Feb 2025

Specialty Chemical Review

FMCG

KRChoksey

In Q3FY25, we observed low teen YoY revenue growth and slight expansion in EBITDA margins for our coverage companies, but overall numbers were below our estimates across the board.

FMCG

SECTOR | 21 Nov 2024

Top Conviction Ideas FMCG

FMCG

Axis Direct

Top Conviction Ideas - Varun Beverages Ltd; DOMS Industries Ltd

FMCG

SECTOR | 09 Oct 2024

Q2FY25 Earnings Preview - FMCG & RETAIL

FMCG

Axis Direct

OUR TOP POSITIVE PLAYS Staples: HUL, Nestle, VBL , Jyothy Labs , Colgate , CCL Products, Britannia Retail: TRENT, Ethos

FMCG

SECTOR | 25 Apr 2024

FMCG sector growth to be led by premium products, but rural demand is missing

FMCG

Trendlyne Analysis

The FMCG sector is considered to be consumer-defensive, and expected to be resilient in an economic downturn. However, the industry is facing headwinds from slowing rural consumption.

FMCG

SECTOR | 18 Apr 2024

Consumer demand trends are yet to see a major revival

FMCG

KRChoksey

Our Consumer Coverage universe is expected to see a muted revenue growth of 4.2% YoY/4.8% QoQ in Q4FY24E. There has been no material change in the demand environment compared to Q3FY24 despite a moderation in CPI inflation in the quarter.

FMCG

SECTOR | 20 Feb 2024

Top Sector Ideas - FMCG Q3FY24

FMCG

Axis Direct

Top Sector Ideas - FMCG Q3FY24

FMCG

SECTOR | 12 Jan 2024

Consumer Staples: Q3FY24 Preview Delayed rural recovery to hurt volume growth

FMCG

BOB Capital Markets Ltd.

Q3FY24 presented weak demand trends like the previous quarter due to subdued volume recovery

FMCG

SECTOR | 11 Jan 2024

Muted demand conditions continue

FMCG

KRChoksey

Demand trends for the FMCG sector broadly remained steady on a QoQ basis indicating lack of significant demand uptick. India’s CPI has moderated from the peak of 7.44% seen in July 2023 to 5.55% in November 2023.