Higher Commodity Costs May Impact Margins Of A Few Companies: Motilal Oswal
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Motilal Oswal Report
We have advanced the release of our commodities note update, which we usually release at the end of the quarter, as we believe it is important to highlight the sharp price movements of key commodities in recent months.
This would help to identify 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 Q4 FY21 earnings and beyond as topline for a majority of the sector is expected to deliver strong growth on the back of a low base in the previous year, lower Covid-19 cases, upbeat consumer sentiment, strong rural demand, record-high rabi sowing, and recovery in celebratory occasions.
The commodity cost impact would be quite sharp in certain cases.
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