Consumer Sector - Agri Commodity Prices Soften From Their Peaks Benefiting Staple Companies: Motilal Oswal
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Motilal Oswal Report
In this edition of our consumer sector update, we analyse the price movement in key commodities and identify companies under our coverage that could benefit from or be negatively impacted by it.
It is relevant to analyse price trends from the perspective of Q1 FY22 earnings and beyond, as topline growth in the sector is expected to gradually recover post the lifting of lockdowns announced by most states, with the decline in Covid-19 cases and the vaccination drive continuing at a healthy pace.
The impact on discretionaries would be particularly notable as sales were significantly affected due to reduced mobility for the better part of Q1 FY22.
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