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

Consumer Staples Q3 Results Review: Systematix prefer Marico and Godrej Consumer Products in HPC, Britannia and Tata Consumer in foods, Berger Paints in paints and Dodla Dairy in small/ midcaps.

Consumer staples' demand, margins likely pick up from H1 FY26.

(Photo source: Envato)

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-

  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.

Click on the attachment to read the full report:

Systematix Consumer Staples Q3FY25 Results Review.pdf
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Also Read: Vardhman Textiles, Gokaldas Exports Among Systematix' Top Stock Picks To 'Buy' In Textile Pack — Here's Why

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