New Delhi, June 24 -- Consumer staples companies are expected to benefit from lower prices of oil-linked raw materials over the next two to three quarters, helping support margins despite continued inflation in agricultural commodities, according to a report by Kotak Securities.

The brokerage said falling prices of crude oil, copra and VAM are likely to ease cost pressures for several companies, while higher agricultural input costs may keep pricing actions active through FY27.

It noted that home and personal care companies are continuing calibrated price hikes to offset raw material inflation, while price cuts in categories such as shampoos, tea and biscuits following Goods and Services Tax (GST) changes could support volume growth. Da...