Consumer Sector Update - Sequentially Higher Commodity Costs To Impact Margins Of Some Firms: Motilal Oswal
A customer pushes a shopping cart (Photographer Dhiraj Singh/Bloomberg)

Consumer Sector Update - Sequentially Higher Commodity Costs To Impact Margins Of Some Firms: 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

We have advanced the release of our commodities note update (usually released at the end of the quarter) with the aim to highlight the sharp price movement seen in key commodities in recent months.

This would help identify the companies under our coverage that could benefit from or be negatively impacted by the changes.

It is relevant to analyze price trends from the perspective of Q1 FY22 earnings and beyond – as the topline could face some headwinds from the ongoing lockdowns implemented by various state governments in light of the rising Covid-19 cases.

The commodity cost impact would be fairly sharp in certain cases.

Click on the attachment to read the full report:

Motilal Oswal Commodity 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.