Consumer Sector — Q4 FY25 Earnings Overview
5 companies reported. 3 bullish, 1 neutral, 1 bearish.
Average revenue growth: 10.0%
Sector sentiment: bullish
Aggregate revenue: ₹39,730 Cr
Average margin: 14.3%
Company Results
| Company | Revenue | YoY | Margin | Sentiment |
|---|---|---|---|---|
| Hindunilvr | ₹15,190 Cr | +2% | 24.0% | neutral high |
| Asianpaint | ₹8,359 Cr | -5.4% | — | bearish high |
| Kalyan Jewellers | ₹6,182 Cr | +36% | 6.5% | bullish high |
| Varun Beverages | ₹5,567 Cr | +8.4% | 23.0% | bullish high |
| Britannia | ₹4,432 Cr | +9% | 18.0% | bullish medium |
Key sector risks this quarter
Varun Beverages · high
Volume growth is highly dependent on favorable weather; last year's heavy rainfall significantly impacted India volumes.
Asianpaint · highNew entrants like JSW and Indigo have intensified competition, potentially eroding market share and pressuring margins.
Asianpaint · highDemand remains weak across decorative paints, with negative industry growth for the first time in two decades; recovery uncertain.
Britannia · highWheat, palm oil, and cocoa prices remain elevated; wheat inflation expected to persist due to higher MSP.
Hindunilvr · highHorlicks and Boost face category headwinds with declining household consumption; price pack architecture changes may take time to yield results.