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FMCG stocks are back in focus, with Abneesh Roy of Nuvama Institutional Equities flagging a constructive outlook for the sector.
Asian Paints has implemented two double-digit price hikes, showing renewed pricing power in paints.
KEY POINTS
- Market leaders like Marico, Nestle India, and Asian Paints are projected to gain share as competitors cut promotions.
- Volume recovery for HUL and Asian Paints from previous quarters is expected to continue into Q4.
- Crude and palm oil price volatility remains a critical margin risk for HUL and Godrej Consumer Products.
- Nuvama projects sustained sector strength into FY27 based on pricing power and market share consolidation.
COMPANIES
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