“Dipan Mehta is bearish on the FMCG sector, a stance he has held for several quarters, citing "secular stagnancy" due to mature categories and volume growth barely tracking population growth. He views any rise in FMCG stocks, including Godrej Consumer Products (GCPL) with its 7.5% 10-year EPS growth and 60x valuations, as an exit opportunity.”

Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%