Marico Q1 Stands Out, HUL & Dabur Yet To Excite: Avinash's FMCG Outlook

Marico emerged as one of the strongest performers in the FMCG sector after delivering impressive quarterly numbers and a solid business update. Avinash Gorakshakar, Founder, Avinash Mentor Research, says Marico and Godrej Consumer Products remain his preferred picks, while HUL and Dabur posted less exciting results. He believes the second quarter could bring better volume growth as rural demand improves following the delayed monsoon. Stronger EBITDA and profit growth may also act as key triggers for the sector. The discussion also compares traditional FMCG companies with emerging D2C brands and highlights where investors could find better opportunities as demand improves and earnings momentum strengthens in the coming quarters.