FMCG Sector: Growth Returns, But Challenges Remain
Beyond soaps and staples, companies try to find new growth engines
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FMCG result update: Riding on recovery hopes
FMCG stocks may have been a safe space during the pandemic but things have changed. Make sense of the results and go beneath the surface in this report.
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FMCG sector: At the crossroads
Around this time last year, we had analysed the FMCG sector’s March 2022 quarter earnings. At the time, the sector was grappling with twin headwinds of a demand slump and rising input costs. Valuations were still expensive. Most FMCG players have declared their results for the March 2023 quarter.
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FMCG sector: Pressures mount on earnings and valuations
When markets are in a correcting mode, one sector that jumps to mind for its ‘defensive’ qualities is the FMCG sector. With their staple business, non-discretionary spending holds revenues in good stead. But FMCG companies have instead corrected about 20% from their October ’21 peak. Against the Nifty 50, they have been underperformers over the past two years. So, what gives?
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FMCG Results Update – A bumper Q4 is not a sign of what lies ahead
Most of the FMCG majors posted stellar numbers for the March 2021 quarter. But this performance has come by mainly due to favourable base effect. Moreover, there are two key challenges ahead to FMCG majors continuing to post strong numbers. One, the disruption that the second Covid wave can cause and two, the recent surge
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Mrs. Bectors Food Specialties IPO – Should you invest?
The Mrs Bectors IPO, open now and closing on December 17th, has a price band of Rs 286-288, and seeks to raise up to Rs 540.54 crore. With broad-based revenues and strong regional brands, should you go for this IPO?
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