Page 3 - Fmcg Companies

GST 2.0 to boost consumption, says Motilal Oswal; favours HUL, GCPL, Marico

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

FMCG segment seeing 'consumer shift' towards regional brands: Honasa CEO

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 ...

Rural demand continued to outpace urban in April-June period: NielsenIQ

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

Marico aims double-digit growth in Indian business from Q2, says MD

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 ...

Britannia readies 'war chest' to take on regional rivals in key states

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", ..

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.