FMCG companies executives who spoke on the condition of anonymity said that they are waiting for the roadmap from the government on the transition
But geopolitical risks could weigh on overall equity markets, including consumption segment
GST on FMCG items including soaps, shampoos, biscuits, jams and noodles has been reduced to 5% from 18%, a move expected to spur rural demand and improve liquidity
From daily staples like milk and paneer to small cars and two-wheelers, the new two-slab GST structure is set to make essentials more affordable while making luxury goods costlier
FMCG players plan to cut prices of large packs and raise grammage in smaller packs as soaps, noodles, coffee, ghee and ice cream get cheaper under new GST rates
Nestle dismissed its CEO Laurent Freixe, with immediate effect after an internal investigation confirmed his romantic involvement with a direct subordinate
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
CG Group plans to expand into snacks, sauces, pasta, and seasonings, while pushing healthier variants and scaling trade channels to triple its reach in India
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
The FMCG segment is witnessing a significant 'consumer shift' towards newer and regional brands, as consumers are increasingly seeking value and opting for localized preferences, Honasa Consumer Chairman and CEO & Co-founder Varun Alagh has said. Regional brands are giving tough competition to the large established players with their aggressive pricing and better margins for the distributors, impacting the growth of large brands in the industry. "Overall, there is a consumer shift happening towards newer brands, regional brands... as large FMCG (companies) are not growing as strongly," Alagh told PTI. The new FMCG brands are younger with new propositions and are working on strong vernacular strategies, he said. After the latest June quarter results, large FMCG companies such as Britannia, Dabur, Marico, HUL, etc have acknowledged competition from small regional brands in their pockets of influence in some of their product categories. When asked about the overall FMCG industry ...
India's FMCG market grew 13.9% in April-June, driven by rural demand, smaller packs, and e-commerce gains in metros, even as urban recovery narrowed the rural-urban gap
Home-grown FMCG maker Marico expects to deliver double-digit growth in the next one or two quarters in the domestic market, helped by its core franchises and expansion of new businesses, its Managing Director and Chief Executive Officer Saugata Gupta said. The company, which reported a 9 per cent rise in domestic volumes, now aims for a revenue growth of around 25 per cent this year, led by pricing actions, Gupta told PTI. "As far as overall revenue is concerned, we should be able to deliver in the mid-20s to around 25 per cent this year, given the pricing initiation," he said. Marico, which owns brands like Saffola, Parachute, and Livon, has "consistently improved volumes in sequential terms, Gupta added. "This (June) quarter, India Volume growth was up 9 per cent. So, high single-digit volume growth is possibly a base case for us. We will attempt to deliver double-digit growth in one or two quarters, which would be a great thing to do," he noted. While for its international ...
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", ..
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.
Britannia Q1 results preview: Britannia's revenue for Q1FY26 is expected to increase 8.7 per cent, on average, to ₹4,621.05 crore; check in depth analysis
FMCG firm Godrej Consumer Products Ltd (GCPL) is aiming to scale its liquid detergent business Godrej Fab over two-fold and hit an annual revenue of Rs 500 crore in FY26, said its Managing Director and CEO Sudhir Sitapati. Besides, it is also working to deepen its rural presence, premiumise portfolio in household insecticides and other segments, and to build out its new pet care business, said the latest annual report of the company. The Godrej Industries Group's FMCG arm, which entered into the fast-growing liquid detergent segment almost a year ago, has "seen strong early success, and now the goal is to unlock the next level of growth", said Sitapati in the report. "Another key bet is scaling Godrej Fab our liquid detergent to Rs 500 crore. This will require sharper distribution, increased trials and more targeted communication," he said. In just over a year, Godrej Fab has hit Rs 250 crore in annualised revenue run-rate (ARR), which is a "big win" for GCPL, which entered into
Urban India is embracing unbranded and digital-first products, while rural consumers continue to prefer trusted FMCG brands as companies tweak strategies to serve both markets
Despite muted earnings in Q1FY26, analysts remain cautious on Dabur stock. However, there is potential for outperformance as earnings growth recovers in the coming quarters
JashPure, which is named after Chief Minister Vishnu Deo Sai's home district of Jashpur, makes nutritious and preservative-free food products
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