Palm oil inflation and import duty impact
Sharp increase in palm oil and crude palm stearin prices due to import duties is pressuring margins, with sequential inflation of 25% on CPS.
GODREJCP / Q2-FY25 / risks
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Godrej Consumer Products · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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Urban general trade slowdown
Urban general trade is under pressure from quick commerce disruption and consumption slowdown, which could impact distribution and sales.
RCCL EBITDA target miss
Raymond consumer portfolio may miss the 145-150 crore EBITDA target due to distribution issues in urban GT, though management expects only a slight shortfall.
Competitive pressure from soap structuring
Market leader's adoption of bathing bar technology could widen price gap, though management believes quality focus will protect market share.