FMCG Sector Check - Inflationary Pressure On Agri Commodities: Motilal Oswal

Motilal Oswal Report

We analyze price movements in key commodities and identify companies under our coverage that could either benefit from these changes or face adverse effects.

Most agricultural commodities have experienced a rise in prices YoY, which is expected to impact fmcg companies such as Dabur, HUL, Nestle, Britannia, Marico, and Tata Consumer.

Wheat prices have increased 11% YoY and 8% QoQ. Barley prices have surged 15% YoY and 7% QoQ, which is expected to affect companies such as United Breweries and Nestle India.

Sugar prices have increased 4% YoY but remained flattish QoQ, while coffee prices have surged 14% YoY and 6% QoQ, potentially impacting companies such as Nestle and HUL.

Copra prices have increased 8% YoY and 5% QoQ. Palm oil prices have increased 5% YoY while stabilizing on a sequential basis.

Click on the attachment to read the full report:

DISCLAIMER

This report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.