Technical charts show that ITC, Godfrey Phillips, Jubilant FoodWorks, AWL Agri Business and United Breweries are trading in oversold zones based on the 14-day RSI parameter.
A sharp decline in stock price of ITC has seen ₹75,675 crore market capitalisation erosion of the company in the past four trading days.
In the latest note on the consumer goods sector, Emkay analysts Nitin Gupta and Mohit Dodeja estimated revenue growth of around 6% Y-o-Y & Ebitda growth of about 7% for listed FMCG players in Q3.
DMart shares fell over 2 per cent after analysts cut earnings estimates, along with the stock target price, after it reported its third quarter update
Nomura expects Marico's consolidated revenue to rise in the high twenties Y-o-Y in Q3FY26, estimating growth of around 27%, despite a broadly stable demand environment for the FMCG sector.
Cupid said the second-half of FY26 is expected to be stronger than H1, driven by strong order visibility and improving execution.
Varun Beverages shares gain after acquiring South Africa's Twizza. Analysts see market share gains, and attractive valuation providing upside potential for VBL stock
Emkay Research points out that GST cuts have boosted consumer sentiment, and growth benefits are likely to be visible going ahead
According to Shrikant Chouhan of Kotak Securities, Prestige remains well placed to benefit from sectoral tailwinds, and ITC continues to position itself as a future-ready Indian conglomerate
Nomura sees GCPL, Tata Consumer, Marico, and Britannia as the key near-term winners of the commodity downcycle.
Domestic brokerage Nuvama Institutional Equities expects the FMCG major Emami to witness a double-digit revenue growth in H2FY26
The consumer sector, according to a Motilal Oswal note, reported the third quarter of mid-single-digit earnings growth of 5 per cent year-on-year in Q2-FY26
CLSA noted that India's largest consumption categories, those with market sizes above $1.5 billion, are concentrated in beauty and personal care products
Strong top-line growth, resilient volumes, and sustained execution strength kept analysts confident about the company's medium-term outlook, with most brokerages maintaining a 'Buy' or 'Add' rating.
Britannia stock can be under pressure considering Berry's long and successful stint and his sudden exit (without notice period) despite the time gap before the new CEO joins, believe analysts.
Tata Consumer Outook: Analysts believe the consumer goods major is reclaiming its high-growth momentum under CEO Sunil D'Souza, backed by strong execution, premiumisation, and sustained innovation.
Dabur Q2 results: Dabur reported a 5.4 per cent year-on-year (Y-o-Y) rise in consolidated sales, led by 4.3 per cent growth in the domestic business, while India volume growth stood at 2 per cent.
Brokerages were unanimous that the non-cigarette FMCG business remains a bright spot in ITC's portfolio.
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.
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.