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Apart from the above, City Union Bank, Ami Organics, Deep Industries, Infobeans Technologies, Jindal Saw, Kids Medical Systems, Latent View Analytics, Nitco, PNB Gilts, Godrej Properties among others will also declare their results.
Marico Q4 expectations
Price hikes in core portfolios and mid-teen CC growth in international business is likely to drive Marico’s revenue higher by 17% year-on-year (YoY), according to various analyst estimates. Marico’s domestic business volume growth is likely to be in the range of 5-7%, driven by Foods and Digital, offsetting a slight moderation in Parachute Core and Saffola edible oils.However, margin pressure is likely to weigh on the profits as it is likely to grow by a marginal 3% YoY. EBITDA is estimated to grow 4% YoY in Q4FY25.
“We expect 5% YoY growth in domestic volume value in 4Q, versus 13.4% in 3Q. The improvement in the price mix is driven by price hikes in Parachute and Saffola edible oils, spurred by high RM inflation,” Kotak Equities.
The brokerage is building in 2.5% volume growth in Parachute, 3% in Saffola oils, 2% growth in VAHO and (4) 23% growth in Saffola foods. For international business, analysts expect 11% growth.
Gross margin is likely to decline 200 bps on a YoY basis to 49.6%. Consequently, EBITDA margin may be down by 250 bps YoY to 16.9%.
“We expect consolidated GM to sequentially moderate to 48.7% and EBITDA margin to contract 195 bps YoY to 17.5%. Our estimate implies consolidated EBITDA/PAT growth of 5.4%/7.6% YoY each,” Kotak said.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
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