Macquarie Flags Energy Cost Risks for Consumer Stocks; Titan, Marico, Trent, Godrej Are Top Picks
The ongoing geopolitical tensions in the Middle Eas t have pushed energy prices higher and raised fresh concerns about input cost pressures for India’s consumer sector. In its latest research update, global brokerage Macquarie has highlighted the risks posed by rising energy and logistics costs, while also naming Titan, Marico, Trent, Godrej Consumer Products, and Lenskart among its top consumer stock picks. Macquarie names Titan, Marico, Trent, and Godrej among top consumer stock picks Rising Energy Costs Create Margin Risks According to Macquarie, higher crude oil and gas prices driven by geopolitical uncertainty can push up packaging, transportation and other energy‑linked expenses for consumer and lifestyle companies. Energy price shocks often trickle into freight costs and raw material prices, squeezing profit margins if companies fail to pass on the increases to end consumers. Logistics and freight constitute a notable portion of total operating costs in the sector, ...