National Foods Limited: The margin squeeze dilemma

Abstract/Description

This case study examines the strategic response of National Foods Limited (NFL), a leading Pakistani FMCG company, to a major margin squeeze in 2023. Despite reporting net sales of PKR 64.3 billion, NFL’s Savory Condiments division, pickles segment, faced profitability pressure due to hyperinflation (37.97%), rising raw material costs (mangoes +30%, oil +50%), increased import duties, packaging cost hikes (+33%), and currency devaluation.

Led by the Brand Manager, NFL evaluated four strategic levers: direct price increases, local raw material sourcing, packaging optimization, and product reformulation. A multi-pronged approach was adopted, implementing tiered price hikes (up to 55% on premium SKUs), localizing inputs (saving 15–25%), optimizing packaging (8–12% savings), and adjusting formulations based on consumer testing.

Though this initially caused a 10–15% dip in sales and brand metrics, follow-up marketing efforts enabled a swift recovery. Sales rebounded by 15–20%, alongside improvements in Top-of-Mind Awareness and Brand Equity. This case provides actionable insights for FMCG firms in volatile markets, emphasizing how integrated cost strategies and consumer-centric execution can preserve profitability without compromising long-term brand value.

Keywords

Margin Squeeze, Cost Optimization, Pricing Strategy, FMCG, Pakistan, National Foods Limited

Track

Case

Session Number/Theme

Marketing - Session I

Session Chair

Dr. Jawaid A. Qureshi

Start Date/Time

14-6-2025 9:00 AM

End Date/Time

14-6-2025 10:40 AM

Location

FACULTY LOUNGE1st Floor, AMAN CED Building

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Jun 14th, 9:00 AM Jun 14th, 10:40 AM

National Foods Limited: The margin squeeze dilemma

FACULTY LOUNGE1st Floor, AMAN CED Building

This case study examines the strategic response of National Foods Limited (NFL), a leading Pakistani FMCG company, to a major margin squeeze in 2023. Despite reporting net sales of PKR 64.3 billion, NFL’s Savory Condiments division, pickles segment, faced profitability pressure due to hyperinflation (37.97%), rising raw material costs (mangoes +30%, oil +50%), increased import duties, packaging cost hikes (+33%), and currency devaluation.

Led by the Brand Manager, NFL evaluated four strategic levers: direct price increases, local raw material sourcing, packaging optimization, and product reformulation. A multi-pronged approach was adopted, implementing tiered price hikes (up to 55% on premium SKUs), localizing inputs (saving 15–25%), optimizing packaging (8–12% savings), and adjusting formulations based on consumer testing.

Though this initially caused a 10–15% dip in sales and brand metrics, follow-up marketing efforts enabled a swift recovery. Sales rebounded by 15–20%, alongside improvements in Top-of-Mind Awareness and Brand Equity. This case provides actionable insights for FMCG firms in volatile markets, emphasizing how integrated cost strategies and consumer-centric execution can preserve profitability without compromising long-term brand value.