In the Nifty FMCG basket 13 stocks advanced while only 2 declined. Intraday, the FMCG index was up 1.82 per cent to 45,645.20.
Stock ideas for today: The index could now move towards the next support zone of 23,300-23,100, while any recovery is likely to face resistance around 23,600-23,800.
Stocks to watch today: ICICI Bank, LIC, SBI, Dixon Tech, TCS, NMDC, JSW Steel, RVNL, Tata Motors, CG Power, BEML, among others, will be in focus today.
FMCG major targets volume-led profit growth and premiumisation, while stepping up investments in premium brands, quick commerce, specialised channels and AI capabilities
In the past month, the BSE FMCG index underperformed the market by falling 3.3 per cent, compared to a 1.5 per cent fall in the BSE Sensex.
HUL argued that Beco's online sales to Delhi consumers establish a commercial link with the city, while Kwick Living questioned the court's territorial jurisdiction
Given the prevailing combination of elevated crude prices, geopolitical uncertainty and weak market momentum, we recommend maintaining a cautious, stock-specific approach.
Hindustan Unilever approached the Delhi High Court against Kwick Living (I) Private Limited over advertisements targeting Surf Excel and Vim, alleging product disparagement and trademark infringement
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.
While several firms have responded with calibrated price increases to protect margins, many signalled that further price escalations could follow
Shriram Finance (up 28 per cent), Eicher Motors (up 22 per cent), Cholamandalam Financial Holdings (up 19 per cent) and M&M (up 19 per cent) have outperformed Nifty 50 this far in FY27, data shows.
Ajit Mishra of Religare Broking explains that stock prices were seeing adjustments following a variation in behaviour during the closing auction session on the BSE and NSE on Monday.
Leading consumer companies, including Hindustan Unilever and Asian Paints, are planning price hikes ahead of the festive season as higher commodity costs and inflationary pressures squeeze margins
HUL shares recover as investors focus on stronger FY27 growth outlook, steady margins and improving demand despite commodity cost pressures
Steady volume growth and stable outlook drive their positive stance on HUL, with the recent correction suggesting that downside risks are limited. Brokerage targets signal an 18-24 per cent upside.
The NSE Nifty 50 index has been quoting below its long-term 200-day moving average since February 27, 2026.
Hindustan Unilever's net profit declined on a high tax-credit base, while net sales rose 10 per cent and underlying volume growth stood at 5 per cent in Q1FY27
The FMCG major said India will be a key contributor to Unilever's long-term growth as it continues investing to strengthen market leadership across categories
The US-Israel war on Iran has saddled corporations worldwide with higher energy, freight and commodity costs, squeezing margins and prompting price increases
HUL's result was a miss as analysts expected Q1FY27 profit to increase in the range of 9-10 per cent on a Y-o-Y basis.