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We expect most consumer staple and paint companies under our coverage to report healthy revenue growth of ~25% YoY led by:
Consumers’ sustaining focus on health and hygiene segment in Q4 driven by a preference to necessities as well as trusted brands. In-home consumption trend on a YoY basis shall bode well for packaged food companies. However, on a QoQ basis, it has tapered down as lockdown restrictions eased;
Favorable base and strong recovery of higher-margin discretionary products;
Rural market outpacing urban counterpart aided by favorable agri outlook and government schemes;
Normalization of supply chains and distribution network in the backdrop of progressive relaxations in the lockdown rules in Q4.
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