Consumer Sector Q3 Earnings Preview: Health, Hygiene Products To Drive The Show, Says KRChoksey 
Shoppers browse personal care products at a supermarket. (Photographer Dhiraj Singh/Bloomberg)

Consumer Sector Q3 Earnings Preview: Health, Hygiene Products To Drive The Show, Says KRChoksey 

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.

KRChoksey Report

We remain positive on consumer space given strong recovery of demand from rural India and gradual pickup in urban demand post unlock and normalisation of supply chain.

We believe that margins of the companies under coverage are likely to feel the heat given rising commodity costs and comeback of advertisement and marketing spends.

Due to improvement in consumer sentiment and declining Covid-19 cases, there has been uptick in discretionary spends and volume growth.

Most consumer companies witness recoveries with genuine demand coming for health products like immunity boosters. Most new launches have either been in the health and hygiene category or focused on immunity-boosting foods.

Click on the attachment to read the full report:

KRChoksey Research Consumer Sector Q3FY21 Earnings Preview.pdf


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