Moneycontrol PRO
Open App

How will COVID-19 and consumer sentiment impact FMCG stocks in FY22?

Players such as Dabur and Britannia are likely to gain big on the back of product strength, wider distribution network and higher revenues from rural markets

April 15, 2021 / 07:39 PM IST
How will COVID-19 and consumer sentiment impact FMCG stocks in FY22?

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

With the second wave of the Covid-19 pandemic hitting the country hard, consumer sentiment is likely to get impacted. Intermittent lockdowns and lower disposable income will possibly put a check on overall consumer spending and especially expenditure on FMCG products that are discretionary in nature. We can again see some pantry stocking by consumers as we had seen during the last lockdown. The focus will be back on the ready-to-eat, ready-to-cook and the health and hygiene segments. Large packs...

  • PRO Panorama

    Moneycontrol Pro Panorama | How much firepower does RBI have to defend rupee?

    Sep 23, 2022 / 03:01 PM IST

    In today’s edition of Moneycontrol Pro Panorama: Indian consumer market dons festivity look, Vedanta's rollercoaster ride, India’s edtech sector slumps, companies crackdown on moonlighters, and more

    Read Now
  • PRO Weekender

    Moneycontrol Pro Weekender | Fighting the Fed 

    Sep 3, 2022 / 10:06 AM IST

    India is bracing for the ripple effect of the frontloading of rate hikes by the US Fed. The question is, can it have the last laugh

    Read Now

To read the full story, Subscribe to Moneycontrol PRO

Access the exclusive stories, weekly investment ideas and daily technical calls in an Ad free experience

Already a member? Sign in

Limited Period offer on Moneycontrol PRO. Subscribe to PRO and get up to

50% OFF

What Do You Get

  • Ad free experience

    Experience a non-intrusive navigation and faster response in the ad free mode

  • Sharpest Opinions

    Access to 230+ exclusive stories per month from our editorial and Experts

  • +

    Have a Global edge with access to content from world renowned experts and journalist

  • Actionable Insights

    Access to 40+ weekly investment ideas including 4 daily technical calls

  • Virtual Events

    Exclusive access to live webinars from market experts on trading and investment strategies

  • Newsletters

    Daily and weekly insights bundled and sent to your inbox to keep you ahead in the race.

Get upto 50% discount on limited period offers