Consumer Sector — Q4 FY25 Earnings Overview
3 companies reported. 1 bullish, 1 neutral, 1 bearish.
Average revenue growth: 1.9%
Sector sentiment: bearish
Aggregate revenue: ₹73,415 Cr
Average margin: 13.4%
Company Results
| Company | Revenue | YoY | Margin | Sentiment |
|---|---|---|---|---|
| Hindunilvr | ₹60,680 Cr | +2% | 23.5% | neutral high |
| Asianpaint | ₹8,359 Cr | -5.4% | — | bearish high |
| Britannia | ₹4,376 Cr | +9% | 16.6% | bullish medium |
Key sector risks this quarter
Asianpaint · high
New 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.
Asianpaint · mediumHome décor businesses (kitchen, bath, White Teak) continue to incur losses, with White Teak impairment of ₹78.5 crore and regulatory headwinds.