Page 33 - Fmcg

Nifty FMCG index hits six-week low; ITC, Godrej Consumer down 2%

Thus far in September, the Nifty FMCG index underperformed the market by falling 8% against 2% decline in Nifty 50 index.

FMCG shares under pressure; HUL falls 9% in two days

HUL, Jubilant FoodWorks, Dabur India, Nestle India, Britannia Industries, Godrej Consumer Products, Marico, and ITC were trading lower in the range of 2% to 5% on the National Stock Exchange today.

Consumer demand, GST to help FMCG firms; valuations to remain high: Experts

While some companies have seen margins improve, prices of key raw materials such as crude oil, titanium dioxide and copra are elevated (on a year-over-year basis) weighing on profitability of others

Costly wheat in domestic, international markets to push up biscuit prices

In the past month, wheat prices have increased 6.3% as production is expected to be 1.5% lower, in terms of crop acreage, than the earlier estimate

Retail lenders, automobiles and consumer durable outpace FMCG in Q1

Raw materials, power and fuel cost grew faster than domestic companies' revenues for seven quarters in a row, biting into their margins

Consumption theme is getting a lot of attention from investors

Both stocks and mutual funds focusing on this theme will benefit from a favourable monsoon and generous MSP hikes

FMCG stocks outperform in CY18; ITC, HUL among top analyst picks

Analysts attribute the volume growth to a pick-up in consumer demand in rural and urban India, which in turn lured investors to this segment

FMCGs veer towards online male grooming

The category's blistering pace of growth is at the heart of the interest shown by these companies

FMCG industry caught in a cleft

Traders, retailers and manufacturers struggle to shake off the double whammy of demonetisation and GST

Multinationals feel destocking pinch in June quarter

Analysts say the impact of trade destocking is likely to be higher in the September quarter

FMCG, banking schemes outperform markets

Analysts say sector funds are for investors with high risk appetite

Rural markets still key for FMCGs

Normal monsoon makes FMCG, automobile and consumer durable firms optimistic about growth prospects

FMCG products to see decline in volume post GST: Britannia

GST would provide a level-playing field to organised players in the industry

FMCG shrugs note ban as sales volume grow 6% in Jan-March

Sector grows two percentage points faster than the same quarter last year: Kantar Worldpanel

Investors prefer FMCG over IT, pharma

Rising demand expected to sustain former's high valuations

FMCGs interested in foraying into organic food products, millets biz

Interested companies include ITC, Britannia & Big Basket

FMCG highest paying industry in India: Survey

FMCG is followed by power and the IT sector

After demonetisation shocker, FMCG firms shrug off growth worries

March quarter will be better than previous one; full recovery will be visible next financial year

FMCG margins get a leg up on lower input costs, higher product prices

Even as consumption demand in rural as well as urban markets remains under pressure, fast moving consumer goods (FMCG) companies have some reason to cheer. With crude oil as well as palm oil prices near their three-month and five-month lows, respectively the input cost inflation for companies making paints and soaps such as Asian Paints, Hindustan Unilever (HUL), Godrej Consumer Products, Pidilite, amongst others could come down. Interestingly, most of these companies have already reduced the promotional intensity and/or taken price hikes in these products to reflect the increase seen earlier in input costs on a year-on-year basis. Both these factors will aid their margins in the near term. In fact, price hikes could also aid realisations and compensate for continued weakness in volumes to some extent, believe analysts. The rupee, too, has strengthened in recent times and is hovering around its year high now. This also benefits consumer companies as it further reduces the cost of ...

FMCG, healthcare sectors beat market return over 10yr period: Ambit Capital

One year horizon has 7.4 times the risk involved in a 10-year investment horizon