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FMCG to be stock-specific story, not broad rally: ICICI Securities’ Manoj Menon
positive
CNBC TV18 - Markets 117d ago

FMCG to be stock-specific story, not broad rally: ICICI Securities’ Manoj Menon

Manoj Menon, Head-Research & Consumer Analyst at ICICI Securities, says the FMCG sector may not see broad-based gains as demand headwinds and competition weigh on earnings. He believes the space will be stock-specific, with strong players like Marico, Godrej Consumer and Tata Consumer outperforming. While input cost pressures remain a risk, he sees opportunities in select companies as consumption gradually recovers.

ABGSECCONSUMERCONSUMIETFFMCGIETFGODREJCPGODREJINDMARICOMIDSELIETFTATACONSUMTATATECHDiversifiedFast Moving Consumer Goods
Morgan Stanley revises ratings and price targets of these three FMCG stocks; Details here
neutral
CNBC TV18 - Markets 129d ago

Morgan Stanley revises ratings and price targets of these three FMCG stocks; Details here

Nestle India is tracked by 40 analysts, of which only 13 have a "buy" rating, 10 have a "sell' rating, and 17 others have a "hold." On the flip side, majority of the analysts covering both Marico and Godrej Consumer, have a "buy" rating on the stock.

CONSUMERGODREJCPGODREJINDMARICONESTLEINDSTANLEYConsumer DurablesDiversified