Fmcg Companies

Why high inflation bodes well for FMCG companies: Harini Dedhia decodes

Having witnessed a prolonged period of benign inflation in the last decade, we should have expected FMCG companies to witness great volume growth, if not value. However, the opposite has been true

FMCG sector likely to see 5% volume growth in 2026: Worldpanel by Numerator

Worldpanel by Numerator said FMCG volume growth could approach 5 per cent in 2026 if crude prices stabilise and monsoon conditions remain supportive

Marico, Nestle, Laurus, Grasim and 15 others from Nifty 500 hit new highs

Vijaya Diagnostic Centre was quoting higher for the eight straight trading day, soaring 25 per cent during the period.

FMCG firms bracing for another round of price increases amid inflation

Daily essential products such as soaps, detergents, biscuits, packaged foods, and beverages are expected to get costlier as leading FMCG companies are preparing for calibrated price hikes on account of rising crude-linked inflation, higher packaging costs, and fuel expenses from geopolitical disruptions that are squeezing margins. The executives of FMCG makers, which have already gone for recent price hikes of around 3 to 5 per cent, in their latest earnings calls have indicated either ongoing price increases or readiness to raise prices further, citing inflationary pressure arising from volatile crude oil prices, higher logistics costs, currency depreciation and disruptions in global supply chains amid geopolitical tensions. This pressure is being felt across sectors, including food, personal care, beverages and household products, as FMCG companies are attempting to balance their margins and are resorting to either price hikes or shrinking pack sizes, retaining the popular smaller

Emami to acquire 60% stake in Vedix, SkinKraft parent for ₹321 crore

Emami will acquire a majority stake in IncNut Digital, owner of Vedix and SkinKraft, to strengthen its presence in the fast-growing beauty and personal care segment

Marico Q4FY26 result: Net profit rises 18% to ₹408 crore on strong growth

Its consolidated revenue from operations in the fourth quarter stood at ₹3,333 crore compared to ₹2,730 crore in the year-ago period

Bajaj Consumer Care Q4 results: Profit rises two-fold to ₹64 crore

FMCG firm Bajaj Consumer Care Ltd on Friday reported over two-fold jump in consolidated net profit at Rs 63.59 crore for March quarter FY26. The company had logged a net profit of Rs 30.98 crore in January-March FY25, as per a regulatory filing from Bajaj Consumer Care, part of the Bajaj Group of companies. Revenue from operations was at Rs 326.65 crore, up 30.4 per cent in the March quarter. Total expenses were up 15.22 per cent to Rs 255.08 crore. In the entire FY26, the profit was up 51.8 per cent to Rs 190.18 crore. Revenue from operations was higher by 20.7 per cent at Rs 1,164.71 crore. The company mainly operates in the beauty care segment with its hair oil brands as Almond Drops, Bajaj Pure Coconut Oil, Brahmi Amla Hair Oil etc. Shares of Bajaj Consumer Care Ltd on Friday settled at Rs 470.45, up 9.80 per cent from the previous close.

FMCG firms report steady growth in Q4 despite geopolitical headwinds

Leading FMCG makers reported resilient growth amid a stable demand environment in the March quarter of FY26, posting a healthy revenue expansion, even though geopolitical tensions in the Middle East markets remained a concern. The makers, such as Marico, Dabur and AWL Agri Business (formerly Adani Wilmar), have reported growth in both volumes and value, driven by pricing actions, category momentum and resilient domestic consumption, and growth from international markets except the conflict area. Makers expect margins to improve as inflation eases; however, they remain cautiously optimistic about the coming quarters. They expect the trend of domestic demand recovery to continue, aided by stable macroeconomic conditions and improving consumption trends. Homegrown FMCG major Marico, in its quarterly update, said its consolidated revenue grew in the "low twenties" year-on-year during the quarter, aided by pricing interventions, strong performance in hair oils, and robust traction in its

FMCG firms expect high single-digit growth in Q4 despite global risks

FMCG companies expect steady growth in Q4FY26 driven by strong domestic demand, even as geopolitical tensions weigh on international markets

BSE FMCG, IT, Realty indices hit 52-week lows; down up to 13% in 1 month

Concerns over rising inflation stemming from potential energy supply disruptions and rationing prompted investors to book profits, while FII outflows added to the market pressure, said Geojit.

FMCG sales growth moderates to 7.8% in December quarter amid GST revamp

Sales growth of the FMCG industry has moderated to 7.8 per cent in the December quarter of 2025 amid the GST rationalisation and a high base due to increased festival season sales, a report from data analytics firm NielsenIQ said. Volume growth has also dipped to 2.6 per cent in the December quarter on a year-on-year basis, which was the lowest in 2025, it said. "Both price and volume growth softened sequentially, particularly within traditional trade, which experienced temporary supply and pricing recalibrations during the initial phase of (new GST rate) implementation," said NielsenIQ India FMCG Quarterly Snapshot Q4 FY25. The moderation reflects a combination of a higher festive base in the previous year and transitional adjustments linked to GST 2.0 rate revisions, it said. However, the report also said that the recent data indicate improving availability of GST-related launches and pricing alignment across the retail network, suggesting stabilisation following the transition.

FMCG companies worried about price pressure amid West Asia conflict

FMCG firms exporting to West Asia are monitoring the Iran conflict as rising crude prices and supply chain risks threaten higher packaging and freight costs, with exporters bracing for volatility

Homegrown players dominate FMCG market value in APAC region: Report

Home-grown FMCG brands now command 79% of APAC market value, signalling a structural shift toward purpose-led, globally competitive local players

FMCG makers looks volume-based growth in FY27 with Ebitda improvements

Leading fastmoving consumer goods (FMCG) companies expect volumedriven growth to take centre stage in the next fiscal year, supported by easing inflation and stable commodity prices that have begun to ease pressure on margins. In the December quarter, leading FMCG companies reported mid- to high single-digit volume growth. On their latest earnings calls, the industry captains said the operating environment is turning more favourable after several quarters of volatility. Key inputs such as edible oils, wheat, copra and surfactants softened, and with macroeconomic tailwinds including GST rationalisation, higher MSPs and a healthy crop season, FMCG makers anticipate sustained demand recovery. Most players have already taken calibrated price hikes earlier in the fiscal year and now expect growth to be led by volumes rather than pricing. Some companies indicated they may pass on some benefits of lower input costs to consumers through offers, increased grammage or selective discounts, ev

FMCG firms focusing on driving volume growth in upcoming quarters

FMCG companies expect volume-driven growth in the coming quarters, backed by GST cuts and improving urban-rural demand, though selective price hikes may still be taken where needed

Nifty FMCG index tanks 6% in 2026; analysts remain selective on stocks

As a strategy, Gaurang Shah, head investment strategist at Geojit Investments remains selectively bullish on the FMCG stocks on the back of a likely improvement in semi-urban and rural demand.

ITC to roll out freshness-led packaged foods via e-commerce platform

The FMCG major is piloting freshness-led packaged foods through its food-tech cloud kitchens, leveraging e-commerce platforms as it sharpens its premiumisation strategy

Marico Q3 shows steady growth; brokerages bet on margins as copra cools

Marico reported consolidated revenue growth of about 27 per cent year-on-year (Y-o-Y) in Q3FY26, broadly in line with expectations.

Reliance Consumer Q3 gross revenue crosses ₹5,000 crore with 1.6x growth

Reliance Consumer Products Ltd (RCPL), the FMCG arm of Reliance Industries Ltd, crossed a revenue of Rs 5,000 crore during the December quarter. RCPL, which was demerged from Reliance Retail and made a direct subsidiary from December 1, 2025, is one of the fastest growing companies in the FMCG space. During the December quarter, its overall gross revenue was at Rs 5,065 crore, up 60 per cent year-on-year, Reliance Industries said in an earning statement. Reliance is expanding RCPL and has "acquired majority stake in Udhaiyams & global rights for Toni & Guy, Matey, Brylcreem, and Badedas", to expand its play. Moreover, RCPL's YTD Gross Revenue for FY26 has crossed Rs 15,000 crore, which is 1.8 times higher from the corresponding period of the last fiscal year. It has now "four Rs 1,000 crore-plus brands by Q3", which includes its beverage brand Campa, grocery brand Independence and Good Life. "Campa continues to maintain a double-digit share in key markets, while continually ..

FMCG players witness strong Q3 recovery on demand surge, margin expansion

Driven by GST reforms, robust festive demand, and softening raw material prices, the FMCG industry expects volume-based growth, supported by a mid-single digit revenue rise and improved operating margins in the December quarter. After settling down of GST-led disruptions, where distributors and retailers focused on liquidating the existing higher-priced inventory in the channel, the FMCG companies have witnessed signs of recovery, major listed firms informed exchanges in their recent updates on the December quarter. Moreover, post-trade stabilisation, consumer sentiment improved in urban and rural areas. However, in continuation with the previous trend, rural demand continued to outperform urban demand this quarter as well, FMCG companies like Dabur, Marico, and Godrej Consumer Products Ltd (GCPL) said. The FMCG industry, which was facing slow consumption, now expects a sustained recovery in demand and improvement in revenue trajectory in the coming quarters. Besides, in terms of .