Consumer staples’ companies delivered Q3 FY25 revenue growth in mid-single digits (+5% YoY for our coverage) on low-single digit volume growth (c.+2% YoY), in yet another quarter of subdued consumption demand amid elevated food inflation and high competitive intensity.
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Systematix Report
With valuations correcting materially over past three months (stock declines of 10-25%), we prefer stocks with-
pricing power in key categories,
potential to gain market share from small/local players, and
relatively better growth tailwinds in operating segments.
We prefer Marico and Godrej Consumer Products in HPC, Britannia and Tata Consumer in foods, Berger Paints in paints and Dodla Dairy in small/ midcaps.
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