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Motilal Oswal Report
We analyze price movements in key commodities and identify companies under our coverage that could either benefit from these changes or face adverse effects.
Most agricultural commodities have experienced a rise in prices YoY, which is expected to impact fmcg companies such as Dabur, HUL, Nestle, Britannia, Marico, and Tata Consumer.
Wheat prices have increased 11% YoY and 8% QoQ. Barley prices have surged 15% YoY and 7% QoQ, which is expected to affect companies such as United Breweries and Nestle India.
Sugar prices have increased 4% YoY but remained flattish QoQ, while coffee prices have surged 14% YoY and 6% QoQ, potentially impacting companies such as Nestle and HUL.
Copra prices have increased 8% YoY and 5% QoQ. Palm oil prices have increased 5% YoY while stabilizing on a sequential basis.
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