Quarterly Results

Nomura's top picks include Britannia and Titan. It also prefers Marico, Tata Consumer, Godrej Consumer, Asian Paints and United Spirits

Stocks to Watch today: Dabur, Adani Ports, Cipla, JSW Cement, Allied Blenders, IOL Chemicals and MAS Financial are among the stocks to watch today, March 04, 2026

Dabur Ventures has made its first investment by acquiring a minority stake in RAS Beauty for Rs 60 crore, strengthening Dabur's presence in the fast-growing premium skincare market

Leading fastmoving consumer goods (FMCG) companies expect volumedriven growth to take centre stage in the next fiscal year, supported by easing inflation and stable commodity prices that have begun to ease pressure on margins. In the December quarter, leading FMCG companies reported mid- to high single-digit volume growth. On their latest earnings calls, the industry captains said the operating environment is turning more favourable after several quarters of volatility. Key inputs such as edible oils, wheat, copra and surfactants softened, and with macroeconomic tailwinds including GST rationalisation, higher MSPs and a healthy crop season, FMCG makers anticipate sustained demand recovery. Most players have already taken calibrated price hikes earlier in the fiscal year and now expect growth to be led by volumes rather than pricing. Some companies indicated they may pass on some benefits of lower input costs to consumers through offers, increased grammage or selective discounts, ev

For Q4, the brokerage expects Marico to lead the HPC segment with around 20 per cent sales growth, followed by 9-10 per cent growth for Dabur India and Godrej Consumer Products

Stocks to watch on February 18, 2026: Stocks like Dilip Buildcon, Bharti Airtel, BHEL, and Dabur India will remain in focus today

Bhalla, who will take over the role on April 15, is currently vice ‌president, Canada & Global Customers at U.S.-based confectionery giant Hershey Co

As a strategy, Gaurang Shah, head investment strategist at Geojit Investments remains selectively bullish on the FMCG stocks on the back of a likely improvement in semi-urban and rural demand.

FMCG major begins work on its first South India manufacturing facility at Tindivanam, Tamil Nadu, with a ₹400 crore investment

Analysts remain cautious on Dabur India, citing that while demand conditions are improving, the company is yet to demonstrate a sustained, execution-led growth cycle