India FMCG Outlook for FY22

--:--
Strong rural demand saw a healthy financial performance across the FMCG sector in FY21. The year that grappled with lockdowns also saw the unprecedented rise of the online channels for distribution and sale of goods. However, with the second deadly COVID-19 wave spreading across smaller towns and villages, will the rural demand be sustainable in FY22? What would be the impact on gross margins due to the rising inflation in crude and its derivatives, palm oil, and copra?
To answer this and many more questions regarding the Indian FMCG sector, Swapna Bhandarkar spoke with Harit Kapoor, Consumer Analyst, Investec India.
9 May 2021 English South Africa Business · Investing

Other recent episodes

Investec India - UK Economic Crisis and its impact on India with Mr Philip Shaw,

Last week saw continued turmoil in financial markets, culminating in the Bank of England acting with an (up to) £65bn emergency intervention, in an attempt to calm domestic markets and restore financial stability. This was in response to the reaction in longer-dated gilt markets – particularly at the 30-year maturity…
6 Oct 2022 52 min

Investec India Auto Series Expert Speak with Andrew Schultz, SA Strategiest

We hosted Andrew Schultz from our South Africa office yesterday for an on the ground perspective on the Nigerian economy. Andrew expects the near term to remain volatile (dollar crunch, inflation spike) until the general elections (to be held in Feb’23). This shouldn’t hurt demand though, as revenues of FMCG…
2 Oct 2022 54 min