Consumer Sector Check - Commodity Prices Stay Stable On A Sequential Basis: Motilal Oswal
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Motilal Oswal Report
In this edition of our consumer sector update, we analysed the price movement in key commodities and identified 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 Q2 FY22 earnings and beyond as topline growth in the sector is expected to rebound on the back of pent up demand and a low base.
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