Manoj Menon of ICICI Securities: FMCG Growth Will Be Stock-Specific, Not a Broad Market Rally

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FMCG to be stock-specific, not broad rally: ICICI Securities' Manoj Menon

FMCG to be stock-specific, not broad rally: ICICI Securities' Manoj Menon

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CNBC TV18•16-03-2026, 15:31

FMCG to be stock-specific, not broad rally: ICICI Securities' Manoj Menon

•ICICI Securities' Manoj Menon predicts the FMCG sector will see stock-specific gains, not a broad rally.
•Demand headwinds and intense competition are expected to weigh on overall sector earnings.
•Strong players like Marico, Godrej Consumer, and Tata Consumer are projected to outperform.
•Input cost pressures remain a risk, but gradual consumption recovery offers select opportunities.
•The Head-Research & Consumer Analyst emphasizes that broad-based gains are unlikely.

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