CLSA cautions on Indian FMCG stocks with valuations detached from growth

April 18, 2025

CLSA expresses caution regarding Indian FMCG companies, particularly in the Home and Personal Care sector, citing high PE ratios amidst slowing growth and declining returns. Valuations appear detached from growth, raising concerns about margin sustainability due to increasing competition and evolving distribution dynamics. The brokerage downgraded Godrej Consumer and remains wary of Hindustan Unilever and Marico.

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