Dabur attributed the modest growth to unseasonal summer rains, which impacted its beverage portfolio; rural demand continued to outperform urban
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.
Early monsoon and unseasonal rainfall this year in most parts of the country have impacted the topline of beverage makers in the June quarter. This has not only impacted sales of the cola brands but also traditional milk-based beverage products, such as lassi, shakes, flavoured milks, and buttermilk. Interestingly, the beverage makers had early volume gains in 2026 as summer arrived early. They had stocked inventory and channels in anticipation of a repeat of last year's bumper sales. However, by mid-April, intermittent rainfall started hitting southern and western India, impacting overall which sales from early May. The Coca-Cola Company Chairman and CEO James Quincey, in the latest investors' call, said the company got a "hit by some early monsoon in India", in the June quarter, which is the important selling season in the country. The company had a good start in the quarter, but early arrival of monsoon impacted it, said Quincey. "In India, after a strong start to the year, vo
Dabur to deepen bets on power brands, health and wellness, and rural expansion to achieve sustainable double-digit growth by FY27-28, says its annual report
Technically, Hindustan Unilever looks the strongest for now, while ITC is seen trapped in a trading range for more than a year.
From the Sensex pack, Hindustan Unilever (HUL), NTPC, Asian Paints and Reliance were among the top gainers.
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.
Dabur shares rose 4% on Monday, even as its consolidated revenue is expected to grow in low-single digits due to a decline in beverage sales
The firm said that India's consumer sector recorded a sequential recovery in demand in the April-June period, with volume growth picking up in urban markets