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Motilal Oswal Report
We are likely to witness strong cumulative growth numbers in Q1 FY22 of ~19% on the topline, ~23% on Ebitda, and ~25% on PAT for the 18 consumer companies under our coverage.
A large portion of this growth is likely to be the result of the low base – cumulative sales/Ebitda/PAT had collapsed ~17/~29/~23% due to regional lockdowns affecting both the supply chain and manufacturing.
While the second wave impact this year was more pervasive, these critical factors held up well for staples – companies are likely to report revenue growth not just versus Q1 FY21 but Q1 FY20 as well.
In-home consumption, hygiene product sales, the spurt in healthcare products, and (by and large) continued good rural demand are likely to contribute to growth in staples.
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