FMCG HUL

Hindustan Unilever share price swung in a range of 5% after the company reported 4% growth in Q2 consolidated net profit.

ACC, Ambuja Cements, India Cements, Bank of Baroda, CESC, Britannia, Crompton Greaves Consumer, Havells, REC, PFC and UPL among others from the Nifty 500 index also touched 52-week lows on Monday.

Analysts said, brent crude and palm oil respectively remained elevated by 47% and 13% on year-to-date (YTD) basis, which might keep margins under pressure for FMCG sector.

As early signs of commodity inflation return to the FMCG basket, analysts at ICICI Securities believe HUL is structurally better positioned to navigate the cycle.

Concerns over rising inflation stemming from potential energy supply disruptions and rationing prompted investors to book profits, while FII outflows added to the market pressure, said Geojit.

Following the rationalisation of rates under the new GST reforms, most daily-use items have shifted to the lower 5 per cent tax slab, creating a challenge for FMCG firms

Q1 FY26 company results, July 31: PB Fintech, Maruti Suzuki, Ambuja Cements, JSW Energy, Dabur, Mackenzie, Coal India, Dr. Lal PathLabs, TVS Motor and will also release their April-June quarter earnin

Hindustan Unilever introduces iSight app exclusively in India, enabling employees to share real-time feedback on products, market trends and competitors to strengthen brand strategies

FMCG major says it strengthened market leadership as sales slowed down

The RBI MPC, on Wednesday, unanimously decided to cut the repo rate by 25 basis points, bringing it down to 6 per cent, from 6.25 per cent earlier.

Hindustan Unilever (HUL) said in its conference call with analysts that it is gaining market share in the last three months, according to Nielsen (NielsenIQ) numbers

Company has been losing out in the soap segment, say analysts

DMart witnessed a substantial increase in price in the last couple of trading sessions from the 21 DEMA on the daily chart.

Earlier this week, Hindustan Unilever approved the sale of its water purification business to AO Smith India for an Enterprise Value (EV) of Rs 601 crore or $72 million.

The rural markets have outpaced urban demand, registering a 7.6 per cent increase compared to a 5.7 percent rise in urban areas, in the March quarter of FY24

Other major holdings in his portfolio encompass ITC (down 3%), VIP Industries (down 7%), Infosys (down 1.5%), Grindwell Norton (down 3.5%), Cummins India (down 13%)

The fall came after the company announced a mixed set of March quarter (Q4FY24) results. Hindustan Unilever's profit dipped 1.6 per cent to Rs 2,558 crore, from Rs 2,600 crore a year ago

According to analysts, the company's revenue and profit for the quarter under review may remain little changed as demand trends remain muted

The fast-moving consumer goods sector will have a "subdued" growth till September quarter in 2024 due to factors including an uncertain outlook for the agricultural sector, said a report from data, insights, and consulting firm Kantar. The agricultural sector has uncertainty and the upcoming general elections would not surge the consumption of FMCG (fast-moving consumer goods) products, according to Kantar Worldpanel's FMCG pulse report. But it expects growth to get "progressively" better after September, and the year might yet turn good, especially in the second half, helped by good Rabi harvests. Some summer-related categories and even laundry products will help the industry to an extent, however, the growth in these categories combined will have a negligible impact on overall FMCG, it added. "As a result, we do see FMCG growth to be subdued, at least until Q3 of 2024. Keeping in mind the stronger first half of 2023, we may even end up seeing some stagnation in the early part of

The outlook for HUL remains balanced as lower commodity costs and a gradual recovery in rural demand could be offset by reduced leverage on pricing and increased competition from smaller players.