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Goldman Sachs picks Marico and Tata Consumer as safest FMCG bets ahead of Q2 results

Marico and Tata Consumer draw less than 30% of revenue from rural areas, leaving them less exposed to a monsoon 13% below the long-period average. Goldman also flagged rising input costs and a high base from last year's GST cuts as second-half risks.

Goldman's rural-exposure screen: the monsoon gap, the rural cut-off and Nestle's GST lift
Monsoon shortfall vs long-period average
13%
Rural share of revenue: Marico, Tata, Nestle, Honasa
less than 30%
Nestle revenue growth acceleration after GST cuts
800 basis points
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Nestle revenue growth acceleration after GST cuts: 800 basis points

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