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Marico Q4: Portfolio focus on essentials a positive, accumulate on declines

May 05, 2020 / 06:31 PM IST
Marico Q4: Portfolio focus on essentials a positive, accumulate on declines

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

Nandish Shah and Anubhav Sahu Highlights - Domestic volumes declined by 3 percent, in line with consensus - Market share gains remain a key focus - Foods portfolio recorded strong value growth, expected to sustain - We are constructive on the stock due to the rejig of its portfolio, efforts towards improving reach and cost cutting measures Marico’s (CMP: Rs. 284, Market cap: Rs 36,718 Crore) performance was broadly in line with Street expectations. Its India business saw volume sales decline by 3 percent and overall volume sales declined...

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