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FMCG Q3 ‘25 Preview: Margin Boost Incoming!

Trading 162 days ago Participants (6)
  • Foxnews

    FMCG Q3 ‘25 Preview: Margin Boost Incoming!


    Why investors should watch:

    Easing inflation + stable Naira = bigger wallets 

    Volume recovery driving food & household sales 

    Input cost moderation = fatter margins. 


    Top Q3 performers expected:

    Nestle: Strong YoY, volume-led growth 

    Unilever: Higher sales across categories 

    UAC Nigeria: Packaged food volumes + cost efficiencies 

    Dangote Sugar: Faster revenue growth, lower input costs 

    BUA Foods: Bakery Flour & margins improving 


    Brewers’ nuance:

    Nigerian Breweries & Guinness: Strong YoY but seasonally weaker QoQ, FX translation effect still minor 

     

    Takeaway: FMCG is riding macro stability + consumer recovery, setting up robust Q3 results and margin expansion.

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