The broad trend for FMCG is positive, but there is a large divergence which is visible. Dabur volume growth numbers were strong, however, Marico’s numbers didn’t look so encouraging. Emami was just about there and Jubilant FoodWorks’ same-store sales have been absolutely amazing.
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via 3 consumption-linked firms that can offer 20% earnings growth: Amnish Aggarwal
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