<\/p>
A latest sector update from JM Financial outlined the Q4FY26 performance of Indian consumer staples. The brokerage characterises the quarter as broadly stable but cautions that maintaining sales growth would be the key driver for the pack moving forward. \u00a0<\/p>
The consumer sector is trading at about forward-looking price-to-earnings (NTM PE) multiple of roughly 52x, which closely tracks its 10-year historical average, the brokerage said noting \u201cWe expect F&B players\u2019 outperformance to continue with healthy EBITDA growth.\u201d<\/p>
\u201cThe West Asia crisis in Mar\u201926 led to a sharp increase in input costs (crude derivatives, packaging costs, palm oil), adverse currency movement and supply chain disruptions. Most of the players have taken calibrated price hikes (3\u20137%) to mitigate the conflict\u2019s impact,\u201d it said.<\/p>
Preferred stocks<\/strong><\/p> Amid this, the firm preferred a select few FMCG heavyweights. “We stay selective – prefer Marico, Honasa, GCPL and VBL within our coverage,” the brokerage said.<\/p> Target price & ratings<\/strong><\/p> JM Financial remains bullish on several players, placing a \u2018Buy\u2019 rating on six stocks within its coverage universe. Bikaji Foods International Ltd with a target price of Rs 755. Similarly, Britannia Industries Ltd secured a \u2018Buy\u2019 tag with a target of Rs 6,355. Godrej Consumer Products Ltd (GCPL) also has a \u2018Buy\u2019 call with a target of Rs 1,225. Honasa Consumer Ltd, was assigned a \u2018Buy\u2019 rating and a target of Rs 420.\u00a0<\/p> Rounding out the top picks are Marico Ltd, with a \u2018Buy\u2019 rating and a target of Rs 930, and Varun Beverages Ltd (VBL), which has a \u2018Buy\u2019 call alongside a target price of Rs 600.<\/p> While Colgate Palmolive (India) Ltd holds an \u2018Add\u2019 rating with a target price of Rs 2,275. Dabur India Ltd and Hindustan Unilever Ltd (HUL) both received \u2018Add\u2019 ratings; Dabur’s target is set at Rs 505, while HUL’s target sits at Rs 2,435.\u00a0<\/p> ITC Ltd holds an \u2018Add\u2019 rating with a target of Rs 325, and Tata Consumer Products Ltd (TCPL) also has an \u2018Add\u2019call with a target of Rs 1,250. \u00a0Standing out as the lone bearish call in the current coverage universe is Nestle India Ltd. JM Financial pinned a \u2018Reduce\u2019 rating on the FMCG giant, setting a target price of Rs 1,345.\u00a0<\/p> <\/div> Disclaimer: Business Today provides stock market news for informational purposes only and should not be construed as investment advice. Readers are encouraged to consult with a qualified financial advisor before making any investment decisions.<\/i><\/p> itc, varun beverages, share price targets, hindustan unilever, fmcg stocks, itc share, vbl shares, itc share price target, varun beverages share price target, stock market today#ITC #Varun #Beverages #HUL #Fresh #target #prices #preferred #stocks1779863116<\/p> ","protected":false},"excerpt":{"rendered":" A latest sector update from JM Financial outlined the Q4FY26 performance of Indian consumer staples. The brokerage characterises the quarter as broadly stable but cautions that maintaining sales growth would be the key driver for the pack moving forward. \u00a0 The consumer sector is trading at about forward-looking price-to-earnings (NTM PE) multiple of roughly 52x, […]<\/p>\n","protected":false},"author":1,"featured_media":8810,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[8734,396,3204,15346,9676,5236,33873,12482,7379,1040,33872,1986,589,1798,8733,8724,33875,33874],"class_list":["post-8809","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-content-marketing","tag-beverages","tag-fmcg-stocks","tag-fresh","tag-hindustan-unilever","tag-hul","tag-itc","tag-itc-share","tag-itc-share-price-target","tag-preferred","tag-prices","tag-share-price-targets","tag-stock-market-today","tag-stocks","tag-target","tag-varun","tag-varun-beverages","tag-varun-beverages-share-price-target","tag-vbl-shares"],"acf":[],"_links":{"self":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/8809","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8809"}],"version-history":[{"count":0,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/8809\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/media\/8810"}],"wp:attachment":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8809"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8809"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8809"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}