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FMCG makers expect low to mid-single-digit volume growth in Q3; rural market continues to lag

FMCG makers expect low to mid-single-digit volume growth in Q3; rural market continues to lag
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marico share price: Marico Q3 Update: Revenue drops even as volumes grow in low single-digit

Towards the end of the December quarter, Marico initiated significant steps towards improving the ROI of its general trade channel partners while structurally re-igniting growth in the channel. This included a primary stock correction for its channel partners.

Urban markets staying steady and rural markets offering little to cheer during Oct-Dec quarter

Marico s international business delivered mid-single digit constant currency growth amidst transient macro headwinds in the Bangladesh market, while the rest of the geographies held strong. With a degree of pricing corrections in key domestic portfolios yet to anniversarize and significant currency depreciation in select overseas geographies, consolidated revenue declined in low single digits on a year-on-year basis.

Marico news: Marico Q3 biz update: Domestic volumes grow low-single digits; rural markets offer little to cheer

FMCG major Marico reported in its quarterly update that while urban markets remained steady, rural markets showed similar demand trends on a sequential basis with little improvement. The company highlighted constraints on liquidity and profitability in the general trade channel as a challenge for the sector.

marico share price: Should you buy Marico shares post its better than estimated Q1 earnings?

Marico s June quarter performance and outlook drew varied opinions from brokerages post the earnings. While Motilal Oswal has dubbed the company s focus on diversification towards food and digital first brands to do the trick for the company, Nuvama revised its targets upwards. Kotak expects top line growth to remain muted.

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