The FMCG space continues to witness a mixed trend, with Britannia emerging as a relative outperformer, gradually trending higher over the past nine months.
Nomura sees GCPL, Tata Consumer, Marico, and Britannia as the key near-term winners of the commodity downcycle.
Britannia stock can be under pressure considering Berry's long and successful stint and his sudden exit (without notice period) despite the time gap before the new CEO joins, believe analysts.
Stocks to Watch today: Vodafone Idea, Bajaj Finance, Emami, Ather Energy, Britannia Industries and Glenmark Pharma are among the stocks to watch today, November 11, 2025
Britannia Industries vice-chairman and MD Varun Berry has stepped down after over a decade at the company. CFO N. Venkataraman will serve as interim CEO until successor Rakshit Hargave takes charge
Berry, who was serving as the Executive Vice-Chairman and MD at Britannia, also got re-designated as the CEO in May following Rajneet Kohli's resignation in March
Britannia Industries aims to boost volume-led growth by investing in core brands, expanding its regional focus, and staying price-competitive across markets, says MD Varun Berry
Britannia Industries shares gained 5 per cent after the FMCG major reported a Y-o-Y profit growth of 23.1 per cent
Stocks to Watch today, November 6, 2025: From One97 Communications, Delhivery, InterGlobe Aviation, Grasim Industries, here is a list of stocks that will be in focus today
Biscuit maker reports Rs 654 crore profit in Q2 FY26 as commodity prices stabilise and bakery, e-commerce segments sustain double-digit growth
Former Birla Opus CEO Rakshit Hargave to take charge of Britannia Industries from December 15, bringing decades of global consumer sector experience
The management change comes as consumer goods makers in India are navigating period of tax rate cuts and shifting demand trends, adding pressure to protect margins and sustain growth
Q2FY26 company results: Firms including Aurobindo Pharma, Muthoot Microfin, Delhivery, Blue Star, and Eureka Industries are also to release their July-September earnings reports today
Analysts at PL Capital expect domestic-oriented sectors to outperform, naming banks, NBFCs, autos, retail, consumer staples, defence, metals, and select consumer durables as top picks.
In the year-to-date (Y-T-D) period, the Nifty FMCG index has lost 3 per cent, as compared to a rise of around 4 per cent in the Nifty 50, Bloomberg data shows
Heavy rains in Q2FY26 adversely affected seasonal categories such as carbonated drinks, ready-to-drink juices, beer, ice creams, and hair/skin summer care products.
The GST Council has the rates on several staple and essential categories from 18 per cent to 5 per cent
Nifty FMCG rose 2.66 per cent in early deals after the Goods and Services Tax (GST) Council, chaired by Finance Minister Nirmala Sitharaman on Wednesday, simplified the GST structure
Any disappointment on the rate front, analysts believe, could trigger a knee jerk correction fall in the stocks and sectors that have seen a good run in the last few weeks
Brokerage expects gross-profit-margin (GPM) improvement in Q2FY26 but warns that month-on-month raw-material (RM) upticks could revive price hikes from Q4