FMCG Sector Poised for Rebound: Expert Bullish on ITC, HUL, and Britannia

Sandip Raichura, CEO of Retail Broking and Distribution at Prabhudas Lilladher, anticipates a broad-based consumption recovery in the FMCG sector. Despite recent market volatility and stock corrections, Raichura remains optimistic about select FMCG stocks. ITC, Hindustan Unilever (HUL), and Britannia Industries emerge as top picks, with each company showing resilience and growth potential. ITC's diversified portfolio and strong cash flows, HUL's focus on premium products and innovation, and Britannia's expected margin relief post-rabi harvest make them attractive investments. However, Raichura cautions that overall market returns may be moderate in 2025, with gold potentially offering better returns.

 

Source: Business Standard, Economic Times