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
The FMCG index climbed up to 1.7 per cent before easing to trade 1.2 per cent higher at 9:50 AM, while the Nifty50 slipped 0.04 per cent
Godrej Consumer has strengthened its core portfolio and expanded into new segments, while UltraTech Cement reported strong Q1 results
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.
Prime Minister Narendra Modi's announcement about the rationalisation of GST rates and the simplification of the rate structure will further accelerate the consumption revival, believes Motilal Oswal
Technical charts show that SBI and Godrej Consumer shares could possibly rally up to 19% from here; while HPCL, BSE and LIC face up to 11% downside risk.
Godrej Consumer Products Q1 results review: Brokerages remain divided on GCPL post its Q1; here's what they suggest
Godrej Consumer Products Ltd on Thursday reported a marginal decline in consolidated profit after tax to Rs 452.45 crore in the first quarter ended June 30, 2025, impacted by higher raw material cost and challenges in the Indonesian business. The company had posted a consolidated profit after tax of Rs 450.69 crore in the corresponding period last fiscal, Godrej Consumer Products Ltd (GCPL) said in a regulatory filing. Consolidated revenue from operations in the first quarter stood at Rs 3,661.86 crore as against Rs 3,331.58 crore in the year-ago period, it added. Total expenses were higher at Rs 3,113.14 crore in the quarter as compared to Rs 2,744.36 crore in the same period last fiscal. Cost of raw materials, including packing material consumed was higher at Rs 1,480.31 crore as against Rs 1,289.68 crore in the same period a year ago, the company said. For the quarter ended June 30, 2025, exceptional item in the consolidated financial results includes an amount of Rs 19.54 crore
Q1 FY26 company results, August 7: Bajaj Electricals, NBCC (India), Biocon, Edelweiss, Titan Company, and are also set to release their April-June quarter earnings reports today
With the 2025 monsoon tracking above normal and kharif sowing gaining momentum, the brokerage expects these FMCG names to benefit from a broad-based recovery in volumes.
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.