Page 3 - Fmcg Companies

Nomura's top FMCG picks: GCPL, Marico, Tata Cons to gain from rural revival

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: Check estimates, date & other key details

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

GCPL aims to scale Godrej Fab over 2-fold to hit ₹500 cr revenue in FY26

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 consumers ditch labels, rural shoppers stick to big FMCG brands

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

Analysts not bullish on Dabur stock, but may outperform as growth recovers

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

Chhattisgarh boosts forest foods brand 'JashPure' for wider outreach

JashPure, which is named after Chief Minister Vishnu Deo Sai's home district of Jashpur, makes nutritious and preservative-free food products

Dabur shares gain 4% as urban volume growth picks up with demand uptick

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

FMCG makers see impact of erratic weather on topline growth in Q1FY26

Fast-moving consumer goods (FMCG) makers are expecting their topline growth to be impacted in the June quarter due to headwinds like unseasonal rains, a brief summer span and inflation pressure on key inputs. However, the FMCG industry witnessed a sequential recovery in demand during the quarter, with an uptick in volume growth, particularly in urban markets. Margins of FMCG majors such as Marico, Dabur, and Godrej Consumer remained below the normative level, and they expect a low-single-digit volume growth in the April-June period. Godrej Consumer Products expects its margin from the India business to stay below the 'normative range' in the June quarter, but is likely to deliver high-single-digit value growth aided by volume expansion. The company's volume growth, in its standalone business, has been strongly competitive and is sequentially improving, said the Godrej Industries Group FMCG arm in its quarterly updates. "Standalone EBITDA margin in Q1FY26 is likely to be below our

Results preview: Rising rural demand may reflect in FMCG firms' Q1 showing

Dabur, Marico and Godrej Consumer see improved trends; AWL flags muted demand

ITC's FMCG biz clocks in consumer spend of over ₹34,000 cr in FY25

Consumer spend on ITC's FMCG brands grew 4.6 per cent to over Rs 34,000 crore in FY25, with rural demand holding up despite muted growth across the broader sector

KK Modi Group stock surges 10% today, zooms 118% in 5 months. Do you own?

Shares of Godfrey Philips India hit a new high of ₹9,452.70, surging 10 per cent on the BSE in Friday's intra-day trade amid heavy volumes

DS Group's Pulse candy clocks ₹750 cr, eyes ₹1,000 cr in next two yrs

The Dharampal Satyapal (DS) group, which distributes the brand through 35 lakh distributors, now plans to expand the brand into new formats to increase the brand's penetration

Unbranded FMCG driving consumption in urban areas, says Kantar report

Improving economic indicators yet to impact consumption, says market researcher

Fall in ITC shares drag Nifty FMCG index 2%; Nestle, Emami down 2% each

ITC shares dropped 4.13 per cent to ₹413 (adjusted for dividend) in Wednesday's intraday trade on the NSE following a large block deal.

Emami, HUL, ITC: Is early monsoon good news for FMCG stocks? Analysts weigh

Early monsoon could be beneficial to agri-related and/or staple-focussed FMCG companies, while it may hurt those FMCG players that are more skewed towards summer portfolios.

Emami Q4 FY25 results: Net profit increases 8.9% to ₹162.17 crore

Emami posts ₹162.17 crore profit in Q4FY25 and ₹806.46 crore in FY25, with strong domestic growth, resilient international markets, and higher e-commerce contribution

Marico shares jump 5% on solid topline growth: Here's what brokerages say

Marico share price today: Marico's stock was quoting at ₹721.70, up 3.43 per cent on the National Stock Exchange

DS Group hits ₹10,000 cr revenue mark, sets sights on ₹20,000 cr by 2029

Group to spend Rs 1000 crore in hospitality, to set up 10-12 luxury hotels in 3-4 years

HUL Q4 results: PAT, revenue may rise 2% YoY; check date, time, expectation

HUL Q4 results preview: The company's revenue, on average, for the fourth quarter ended March 31, 2024, is anticipated at ₹14,966.97 crore as compared to ₹14,693 crore a year ago

FMCG firms may register low single-digit revenue growth in FY25: Report

FMCG firms are expected to register a 5 per cent rise in revenue with almost flat margin growth in the fourth quarter of fiscal 2024-25, according to a report from banking firm BNP Paribas India. The report also lowered the earnings estimates for FY26 for the companies under its coverage, except for Godrej Consumer Products and Emami. However, it sees a "favourable base" in FY26 for the FMCG sector, helped by some near-term positives like the drop in crude price and positive trends for rural growth. "We expect our FMCG coverage revenue growth to inch up slightly from 4 per cent in 3QFY25 to 5 per cent in 4QFY25, led by Marico, which should see strong revenue growth helped by commodity inflation, and recovery in growth for GCPL, led by its home care division," BNP Paribas said in its India Consumer Report April 2025. The inflationary pressure on most commodities continues to be high in Q4, hurting the margins of the companies, though prices for palm oil and tea have eased quarter o