FMCG companies musibat mein hain kyunki plastic packaging ka karcha **20%** badh gaya hai. Companies ab grammage kam karne ka soch rahi hain, lekin mid-November tak prices badh sakte hain.
Plastic ka karcha badha, profits ka kya?
Indian consumer goods companies ke liye ek nayi dikkat khadi ho gayi hai. Pichle 3 hafte mein resin jaise zaruri materials ke daam 20% badh gaye hain, jo pre-war levels se 60% upar hain. FMCG sector mein packaging total product cost ka 15% se 25% hissa hota hai, isliye ye seedha bottom line par chot maar raha hai.
Companies kaise sambhal rahi hain?
Firms ab 'grammage reduction' ka sahara le rahi hain. Iska matlab hai packet ka weight kam karna taaki MRP wahi rahe aur customer ko price hike ka pata na chale. Sath hi, packaging design mein badlav karke plastic film ka usage kam kiya ja raha hai.
Prataap Snacks ne bataya hai ki design adjustments se kuch karcha toh manage ho sakta hai, par naye printing cylinders ke liye time lagta hai. Filhal, festive season ke chalte companies cost absorb kar rahi hain, lekin mid-November ke baad se shelf prices mein izafa dikh sakta hai.
Investors ke liye alert
Ab aapko do cheezein track karni hain:
- Kya margins shrink ho rahe hain?
- Agar price hike hua, toh kya demand giri?
Upcoming quarterly results mein management ka commentary sunna bahut important hoga ki woh market share aur cost management ko kaise handle kar rahe hain.