Consumer Sector - Agri Commodity Prices Soften From Their Peaks
Benefiting Staple Companies: Motilal Oswal
Customers with a shopping cart browse home-care products on display. (Photographer: Udit Kulshrestha/Bloomberg)

Consumer Sector - Agri Commodity Prices Soften From Their Peaks Benefiting Staple Companies: Motilal Oswal

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. 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 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.

Click on the attachment to read the full report:

Motilal Oswal Consumer Sector Update.pdf

DISCLAIMER

This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

BQ Install

Bloomberg Quint

Add BloombergQuint App to Home screen.