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    HomeNewsBusinessMoneycontrol ResearchFMCG Q3 preview: Steady execution to drive volumes amid sticky high inflation

    FMCG Q3 preview: Steady execution to drive volumes amid sticky high inflation

    With improving rural performance, companies with diverse growth avenues will outperform peers

    Khushboo Rai
    January 06, 2025 / 08:57 IST
    FMCG Q3 preview: Steady execution to drive volumes amid sticky high inflation

    Dabur will outperform peers, backed by wider product basket and expanding rural footprint

    Unlock this article at ₹1 Highlights
    -      Quarterly performance largely backed by improved realisations
    -      Medium-term triggers China plus and protectionist measures for tyre industry
    -      Valuations not inexpensive; but improved medium-term outlook

    Key highlights

    • Rural segment continued to outpace urban segment

    • Alternative channels continued to post strong growth

    • International business will remain a key growth driver

    • Input costs and competitive headwinds could impact margins

    While growth in rural areas continues to outgrow urban areas, Dabur India (CMP: Rs 525; Market capitalisation: Rs 93,055 crore; Rating: Overweight) and Marico (CMP: Rs 661; Market capitalisation: Rs 85,609.49 crore; Rating: Overweight) have issued contrasting quarterly growth updates.

    Dabur: Promising rural trends, but primary sales will remain

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    Disclosure & Disclaimer

    This Research Report has been published by Moneycontrol Dot Com India Limited (hereinafter referred to as “MCD”) which is a registered Investment Advisor under the Securities and Exchange Board of India (Investment Advisers) ...Read More

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