“Sunil Subramaniam expects consumer durables to outperform FMCG companies in the near term. He is bullish on consumer durables due to strong summer demand and high operating leverage, while anticipating intensifying margin pressures for FMCG firms in the current quarter from rising input costs and potential struggles to pass these on to mass-market consumers.”

Sunil Subramaniam’s track record: 14 graded calls · 95% CI 12–55%