Fmcg Sector

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

Analysts bullish on FMCG, IT ETFs amid sectoral rebound; check details

FMCG sector seems to have bottomed out as many largecap FMCG stocks have turned bullish on the short term charts

FMCG shares in focus; HUL, Dabur, Bajaj Consumer rally up to 8%; here's why

Here's why FMCG stocks are in demand today: In the April-June quarter (Q1FY26), FMCG sector witnessed a sequential recovery in demand with an uptick in volume growth particularly in urban markets.

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

Marico estimates low-twenties percentage quarterly revenue growth

The consumer goods maker forecasts gross margin to remain under "incremental pressure" due to high costs of key raw materials such as copra

Largecap segment shines in Q4 amid broad sectoral divergence: Equirus Sec

Of the 270 companies analysed, largecaps saw a 6 per cent Y-o-Y earnings rise, midcaps gained 2 per cent, while smallcaps slumped 16 per cent.

Indo-Pak conflict: FMCG sales soar, auto sector hit in border areas in May

Border tensions in May triggered panic FMCG buying and a dip in vehicle, fuel and cinema sales in Rajasthan, Punjab, Gujarat and J&K, with uneven recovery across sectors

Indian consumer rapidly evolving due to aspirations, tech: HUL chief

'New dynamics a significant opportunity' for FMCG sector, says Nitin Paranjpe

Profit growth suggests biz cycle picking up, but weak links remain

Taking a broad view, the Q-o-Q acceleration could mean the business cycle is shifting into higher gear

Rural demand for FMCG grows at a slower pace in March quarter: NielsenIQ

Demand for fast-moving consumer goods (FMCG) in rural India stood at 8.4 per cent in the March quarter, compared to 9.2 per cent in October-December of 2024

Dabur to drop underperforming tea, diapers; focus on Qcommerce for growth

Homegrown FMCG major Dabur India will exit categories such as tea, adult and baby diapers, and sanitising products as part of rationalisation of its underperforming products, said CEO Mohit Malhotra. The company, aiming "to achieve sustainable double-digit CAGR by FY28 in both topline and bottomline" has renewed its strategy focus, building on its core strengths, he added. Dabur is going for "rationalisation of underperforming products and SKUS in order to release capital for bigger bets. A few examples of these are Vedic tea, adult & baby diapers and Dabur Vita," said Malhotra during the investors' call. These segments contribute less than 1 per cent to Dabur's revenue, which stood at Rs 13,113.19 crore in FY25. "So we will get out of these categories and focus on big, bold equities which we have identified, and the core portfolio is where we will invest," said Malhotra. Dabur, as per its new vision strategy, would continue to invest in core brands, would focus on premiumisation

Nestle India Q4FY25 results: Net profit declines 5.2% to ₹885 crore

FMCG major flags firming of milk, cocoa and coffee prices

Robust revenue growth, margin recovery ahead for Tata Consumer Products

While most brokerages have built in healthy revenue and profit delivery by the company over the next few years, the stock may not see much upside given high valuations

Key sectors that are showing strength on charts and can rally from here on

An Axis Securities note provides a sector-wise distribution of stocks trading above key Exponential Moving Averages. EMAs give more weight to recent prices, making them more responsive to new triggers

Investors will have to await sustained recovery before considering Dabur

FMCG companies have increased their promotional intensity with higher discounting in modern trade and e-commerce, which is a sign of competitive intensity

Nestle India tumbles 4%, nears 52-wk low as BoFA downgrades to Underperform

The decline in Nestle's share price came after reports suggested that global brokerage firm BoFA Securities has downgraded the stock to 'Underperform' from 'Neutral.'

Britannia Industries CEO Rajneet Kohli steps down, effective March 14

Kohli joined as Britannia's CEO in September 2022 and previously held leadership roles at Domino's India, run by Jubilant Foodworks, Asian Paints and Coca-Cola Co

FMCG index hits 21-month low; HUL, Marico, Nestle, Dabur down up to 3%

FMCG stocks: In the past one month, the BSE FMCG index has tanked 12 per cent as compared to 7 per cent decline in the BSE Sensex

First in 20 years: HUL to ITC, FMCG stocks lose out in a falling market

Sector weight in Nifty 50 declines to 9.5%, the lowest since 2011

Defensives are back, says Nuvama; bets on Pidilite, HUL, United Breweries

Among the key themes identified in the report is the growing importance of rural markets. Nuvama expects companies with a stronger rural exposure to outpace urban-focused peers in the next 2 quarters