Stocks To Buy — Systematix Recommends These Stocks In FMCG, Paint Sector; Asian Paints, Marico Among The List

Going forward, Systematxi expect gradual QoQ improvement in volume demand, weighted towards H2 FY26, on easing retail inflation and consumer pricing (as input-cost inflation eases) and distribution/ salesforce expansion from most companies..NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy. .Systematix Report.We prefer stocks with pricing power in key categories,potential to gain market share from small/local players, and relatively better growth tailwinds in operating segments. We prefer Marico and Godrej Consumer in staples, Berger Paints in paints and Dodla Dairy in small/ midcaps..Consumer staples’ companies delivered Q1 FY26 aggregate revenue growth in midhigh single digits (+6.5% YoY for our coverage), a slight uptick sequentially. Volume growth, while languishing in low-single digits (+3.5% YoY), also saw a QoQ uptick. Several companies called out green shoots of demand recovery in urban markets, with rural growth maintaining its steady momentum. Demand was impacted by adverse seasonality (early monsoon) in categories such as juices, aerated drinks, ice creams, dairy drinks, sun/ skin care products and paints. Going forward, we expect gradual QoQ improvement in volume demand, weighted towards H2 FY26, on-easing retail inflation and consumer pricing (as input-cost inflation eases) and distribution/ salesforce expansion from most companies. We also expect food and beverage volume growth to benefit from any cut in GST rates (products in 12% slab moving to 5%; some in 28% slab moving to 18%), assuming full pass-through in pricing..Click on the attachment to read the full report:.Motilal Oswal Stays 'Neutral' On Mahindra Lifespace — Here's Why.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Stocks To Buy — Systematix Recommends These Stocks In FMCG, Paint Sector; Asian Paints, Marico Among The List

FMCG, Paints Q1 Results Review: Systematix recommends 'Buy' call for Berger Paints, Godrej Consumer Products and 'Hold' Colgate, Dabur among others.

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