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