BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
In this edition of our consumer sector update, we have analyzed price movement in key commodities.
Additionally, we have also identified consumer companies under our coverage that could benefit or get negatively impacted by it.
It is relevant to analyze price trends from the perspective of Q2 FY21 earnings and beyond as top line growth in the sector is expected to remain muted amid the gradual recovery post unlock in May 2020.
Further, we believe the commodity cost impact would be quite sharp in certain cases.
Click on the attachment to read the full report:
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