Britannia, Marico, Berger Paints Among Systematix' Stock Picks In FMCG, Paints Pack After Q3 Results— Know Why

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Systematix Report

With valuations correcting materially over past three months (stock declines of 10-25%), we prefer stocks with-

1. pricing power in key categories,

2. potential to gain market share from small/local players, and

3. 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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