Sustained volatility in crude prices could create pressure on gross margins across the FMCG sector, warn analysts.
YES Securities believe Marico stock offers an attractive risk-reward for investors, with over 13 per cent EPS CAGR potential over FY25-28E
Nomura's top picks include Britannia and Titan. It also prefers Marico, Tata Consumer, Godrej Consumer, Asian Paints and United Spirits
Concerns over rising inflation stemming from potential energy supply disruptions and rationing prompted investors to book profits, while FII outflows added to the market pressure, said Geojit.
Nifty FMCG index dropped 2.4 per cent today as commodity prices rise amid Iran war. Nomura warned that higher input costs could hurt margins of HUL, GCPL and Colgate Palmolive in Q1FY27