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I would not be able to comment on a stock specific question. However, for the consumer pack as a whole, the top line growth has been fairly healthy. Of course, there has been some impact quarter on quarter because of the Covid situation and on the margin front also, we have seen some impact of the raw material cost pressures impacting margins though in some cases, price hikes have been taken. Not all of it has resulted in offsetting the impact of the higher raw material cost. For the consumer pack as a whole, we are looking at companies which have a strong product portfolio and are gaining market share. However, we are also mindful of the fact that valuations are not cheap. In fact, valuations continue to remain elevated and therefore we are trying to find companies where we have valuations on our side and where growth prospects in terms of market share gains continue.

Shibani sircar kurianEquity researchFund managerKotak mahindraஷிபானி சீர்க்காற் குரியன்பங்கு ஆராய்ச்சிநிதி மேலாளர்கோட்டக் மஹிந்திரா