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FMCG Sector- Quarterly Results Preview
15 Jul 2011
We expect FMCG companies under our coverage to report better revenue growth driven by better pricing, though marginally lower volume growth and also assisted by inorganic growth as in case of Dabur. With inflation in raw materials hurting gross margins, we expect personal care product companies – Hindustan Unilever (HUVR), Dabur, Colgate, and Marico – to witness 150-200bps contraction in gross margins. However, we expect EBITDA margin to decline marginally due to lower growth in overheads. We.....
Cement-Quarterly Results Preview
12 Jul 2011
The cement sector is expected to show flattish sequential as well YoY profit for the latest quarter as the impact of buoyant prices is offset by muted volume and cost-push due to energy price hike. However, the outlook for the sector remains challenging as cement prices have already fallen significantly across regions, except the south, from their May 2011 peak. Given rising energy costs, the major impact of which is likely to be seen in 1QFY12 results, consensus estimates seem to be heading.....
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