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 maintained a 'Buy' rating, underpinned by expectations of a revival in consumption and strategic focus on core categories.
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.
At 1:15 PM, AWL Agri Business shares were trading 1.66 per cent higher at ₹257.05 per share. In comparison, BSE Sensex was trading 0.22 per cent higher at 81,536.65 levels.
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.
Motilal Oswal continues to favour leading staples companies, including HUL, GCPL and Marico, as beneficiaries of renewed consumption momentum.
The GST Council has the rates on several staple and essential categories from 18 per cent to 5 per cent
CIAN Agro's board is scheduled to meet on September 2, 2025 to present its 38th Annual Report, fix date for the Annual General Meeting and consider a proposal for shifting its registered office.
FMCG companies are seeing structural growth since categories like shampoos and detergents are under-penetrated
Emami share price was trading 5 per cent lower at ₹582.15, as compared to a 0.43 per cent rise in the BSE Sensex, as of 2:20 PM
HUL is well-poised to achieve good growth in the coming years with a leadership position in over 85 per cent of the portfolio and a presence in more than nine million stores, according to analysts
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
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.
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: Britannia's revenue for Q1FY26 is expected to increase 8.7 per cent, on average, to ₹4,621.05 crore; check in depth analysis
The disappointing FMCG performance could see recovery on better consumption since ITC has historically enjoyed industry-leading growth in several FMCG category drivers
ITC vs HUL stock: HUL seems technically favourably placed as per the strength shown by the momentum oscillators; the stock also witnessed a 'Golden Crossover' recently, shows the daily chart.
At 11:15 AM; BSE FMCG index, the sole gainer among sectoral indices, was up 1 per cent, as compared to 0.5 per cent decline in the BSE Sensex.
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
Technically, Hindustan Unilever looks the strongest for now, while ITC is seen trapped in a trading range for more than a year.