FMCG stocks in demand as government plans big GST rate reforms, marking the second major fiscal stimulus in FY26 after personal income tax cuts with an aim to boost consumption.
Dabur, Britannia, and Marico cut or rationalised ad spends in Q1 to protect margins but plan higher investments ahead to boost brands, sales, and market presence
Britannia Q1 results review: Brokerages remain divided on Britannia after the fast-moving consumer goods (FMCG) company held its conference call on Wednesday, following its Q1 earnings
With a 'war chest' ready, leading bakery food company Britannia Industries is all set to "fight many battles in smaller territories" against regional players that are giving a tough competition to large brands with aggressive pricing and higher margins for distributors. Britannia, which has recently gone for a price increase to fend against the impact of the commodity inflation, is now "in a good place" and ready to spend in the specific territories to compete against small players, said its Vice Chairman & Managing Director Varun Berry in the earnings call on Wednesday. "We are in a good place. We have also been able to create a war chest for ourselves to be able to spend if we need to, in specific territories, specific states, against specific players. So we are going to fight many battles in smaller territories," he said. Britannia, which owns household brands such as MarieGold, Tiger, Nutrichoice,and Good Day, is doing a "specific analysis on each one of these competitors", ..
Britannia had previously flagged rise in popular demand for packaged food and confectionery items such as croissants, wafers and flavoured shakes
Q1 FY26 company results, August 5: Britannia, Alembic Pharmaceuticals, Aarti Surfactants, Berger Paints, Bharti Hexacom, and Exide are also to release their April-June quarter earnings reports today
Here is the complete list of stocks that are set to remain in the spotlight next week, along with their announcement details
At 11:15 AM; BSE FMCG index, the sole gainer among sectoral indices, was up 1 per cent, as compared to 0.5 per cent decline in the BSE Sensex.
Here's why FMCG stocks are in demand today: In the April-June quarter (Q1FY26), FMCG sector witnessed a sequential recovery in demand with an uptick in volume growth particularly in urban markets.