Weak Monsoons Might Hurt More Than Just Rural India This Year. Which Stocks Will Feel The Heat?

Among listed FMCG companies, firms such as Colgate-Palmolive India, Hindustan Unilever, Jyothy Labs, Marico, Britannia Industries and Godrej Consumer Products derive 35-45% of their revenue from rural markets, making them relatively more exposed to a prolonged weakness in farm incomes.