Page 3 - Fmcg Sector

Double whammy hits Colgate: GST cuts, competition weigh on Q2 sales

Analysts largely agree that the toothpaste major's volumes and revenue were hit by a 'double whammy' of GST rate cuts and intensifying competition, with limited signs of a near-term recovery.

HUL, Colgate or Nestle? 2 of these 3 FMCG stocks can gain up to 15%: charts

FMCG Stock Today: Technical charts show that Hindustan Unilever and Nestle India seem to be favourably placed; while Colgate Palmolive stock can decline up to 7% from here.

The festive rush: How FMCG sector is driving Diwali purchases and demand

With Diwali just around the corner, the FMCG sector is seeing strong sales across categories, with edible oils, dairy, and snacks driving festive demand

FMCG set to turn the corner as GST 2.0 may boost spend, says report

According to the market researcher, rising commodity prices have led to a growing valley between volume and value growth

Marico eyes 30% Q2 revenue surge on price hikes; margin pressure temporary

Marico's India volumes are projected to grow 7 per cent Y-o-Y, while domestic pricing gains are estimated at 26 per cent.

Nuvama increases Bajaj Consumer target to ₹307 on GST boost, growth revival

Nuvama maintained a 'Buy' rating, underpinned by expectations of a revival in consumption and strategic focus on core categories.

September quarter set for GST hiccups, analysts back HUL, Britannia, Marico

Heavy rains in Q2FY26 adversely affected seasonal categories such as carbonated drinks, ready-to-drink juices, beer, ice creams, and hair/skin summer care products.

ITC, Nestle, HUL: Charts show 5 FMCG stocks on verge of fall; strategy here

Technical charts show that FMCG shares - ITC, HUL, Nestle India, Colgate-Palmolive and Marico were trading near key support levels; a downside breakout can trigger a fall up to 13% from here.

FMCG firms may shift to new GST regime without changing current price tag

The govt could allow discounts to be reflected in the invoice during the transition

FMCG majors cut prices as firms pass on GST benefit to consumers

Mother Dairy, Hindustan Unilever and others announced price cuts across dairy, foods, ice creams, soaps and shampoos, as GST benefits are passed on to consumers from September 22

Motilal Oswal upgrades Colgate to 'Buy'; HUL, Marico top picks amid GST 2.0

Motilal Oswal continues to favour leading staples companies, including HUL, GCPL and Marico, as beneficiaries of renewed consumption momentum.

FMCG sector set to gain as soaps, noodles, shampoo shift to 5% GST slab

The GST Council has moved several FMCG items to the 5% slab and exempted breads, paneer and milk, a move expected to lower prices, spur consumption and aid festive demand

Motilal Oswal sector of the week: FMCG; check top stock picks, targets

With inflation easing, borrowing costs falling, and recent income tax relief bolstering household savings, a clearer turnaround is expected in the second half of the fiscal year

Consumer goods companies bank on festivals for urban demand revival

While FMCG companies say that demand remains steady for urban, Colgate Palmolive India said in its earnings release that urban demand remained subdued in April-June.

Complaint against qcom players: Distributors submit additional info to CCI

According to sources in the know, the Competition Commission of India (CCI), the regulatory watchdog, has asked quick-commerce players to submit answers to the allegations

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.

Food companies saw margin squeeze in Q1, expect reprieve this quarter

Impact of raw material inflation lingers; margin recovery expected from Q2 onwards

India beverage dip weighs on PepsiCo Q2, global growth stays firm

PepsiCo reports beverage sales decline in India for Q2 due to early rains impacting FMCG demand; global growth buoyed by no sugar drinks and food volume gains

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