MRF ka 28% profit drop, kyo?

MRF ka profit Q2 mein 28% gir gaya hai. Kya log gaadiyon se door hain? Nahi, raw material shock aur logistics squeeze ne margins ko daba diya hai. Company ab price hikes aur cost cuts se yeh shock weather kar rahi hai, lekin yeh margin recovery sustainable nahi hoga jab tak costs normal na hon. Consumer demand strong hai, but profitability under pressure. Iska matlab hai ki high-margin consumer stocks ke valuations mein correction ka risk hai agar costs normalize na hon. Research: MRF + operating margin vs rubber price correlation