Marico, Radico Khaitan in focus as FMCG navigates inflation-led challenges

India’s FMCG sector navigates inflation. Input costs are rising, impacting margins. Companies are adjusting prices. Past cycles show resilience and growth for larger players. Innovation and premiumisation are key. Marico and Radico Khaitan show positive business updates. Valuations reflect near-term challenges. The sector’s fundamentals remain strong.