Consumption slowdown seen weighing on Q4 results of HUL, other FMCG firms
Weak Q4 results may give FMCG stocks a reality check on valuations
Slowdown in the rural economy is seen hurting consumption growth
The slowdown in consumption demand is well known, but valuations of fast moving consumer goods (FMCG) companies have remained lofty. However, if these muted demand trends rub off on the March quarter (Q4) financial results of these companies, investors may well finally wake up and smell the coffee.
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