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Motilal Oswal Report
The 19 Consumer companies under our coverage universe are likely to report muted cumulative growth numbers – revenue/Ebitda/profit after tax of 8%/7%/5% – in Q4 FY22.
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This is on a cumulative sales/Ebitda base of 26.7%/26% in Q4 FY21. Two year average sales/Ebitda growth is expected to be 17.2%/16.3%.
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Sales growth will largely be led by price hikes as staples volumes hover in the negative to slightly positive range, impacted by spiraling inflation and a slowdown in rural demand.
Inflation has been the theme in Q4 FY22, with already elevated commodity costs pushed further upwards owing to the Russia-Ukraine war, which broke out in February 2022.
With most companies having taken steep price hikes in Q3 FY22, managements were already apprehensive of raising prices further as it risked affecting demand.
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