In the first quarter of FY25 (Q1FY25), companies within the Motilal Oswal Financial Services Limited (MOFSL) coverage universe are poised to showcase robust performance, driven by resilient demand trends and strategic initiatives across various sectors. MOFSL forecasts a notable year-on-year growth in revenue and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) for its coverage universe. Revenue is anticipated to grow by 7.
8 percent, reflecting steady consumer demand and strategic pricing maneuvers. EBITDA is expected to follow suit with a growth projection of 9.2 percent, underscoring improved operational efficiencies and cost management across sectors.
The brokerage has picked Hindustan Unilever, Godrej Consumer and Dabur in the FMCG space as its top picks for the June quarter earnings season. It expects Emami , GCPL, Britannia, and United Breweries to be key outliers in this earnings season. As companies navigate through evolving market dynamics and consumer preferences, the focus remains on sustaining growth momentum through innovative strategies and operational efficiencies.
With expectations set for steady volume recovery and improved profitability metrics, the outlook for the MOFSL coverage universe in 1QFY25 remains optimistic, contingent on continued macroeconomic stability and supportive policy measures. Sectoral Performance Highlights FMCG Sector : Amidst steady macroeconomic conditions and aggressive marketing strategies, FMCG companies are.
