Worldpanel by Numerator projects steady FMCG growth driven by consumption trends, though key categories may normalise amid GST shifts and early festive spending
FMCG companies expect volume-driven growth in the coming quarters, backed by GST cuts and improving urban-rural demand, though selective price hikes may still be taken where needed
FMCG major begins work on its first South India manufacturing facility at Tindivanam, Tamil Nadu, with a ₹400 crore investment
FMCG major Emami Ltd said it is re-deploying resources to drive growth in rural markets through small sachets and value packs, shifting focus back to its traditional stronghold after a period of concentrated efforts on modern trade and e-commerce. The company, known for brands like BoroPlus and Navratna, indicated that while digital channels have seen rapid expansion, the rural segment remains a critical priority for volume growth, the company said. "While our recent focus was on modern trade and e-commerce, we are now re-deploying resources to drive growth in rural markets," the management said during an analyst concall, adding that the strategy involves leveraging small SKUs (stock-keeping units) to improve penetration. "The next growth driver should come from rural areas, and our focus would be increasingly going into rural markets," the company said. A central pillar of the company's rural strategy is a renewed focus on small stock-keeping units (SKUs) to ensure affordability a
The FMCG major is piloting freshness-led packaged foods through its food-tech cloud kitchens, leveraging e-commerce platforms as it sharpens its premiumisation strategy
Dabur expects high single-digit growth next year led by volume recovery on GST tailwinds, while continuing selective price hikes in inflation-hit categories
Colgate Palmolive India's December-quarter profit remained unchanged as costs from new labour codes and GST-related charges offset modest revenue growth
Marico sees stable consumption, margin recovery and strong foods growth, with CEO Saugata Gupta bullish on premiumisation and the 4700 BC acquisition
Marico reported consolidated revenue growth of about 27 per cent year-on-year (Y-o-Y) in Q3FY26, broadly in line with expectations.
FPIs extend equity selloff in early 2026, dumping FMCG, financials and IT stocks, while rotating into metals and cyclical sectors amid earnings and trade worries
Nadir Godrej also said the group's food and agri business, Godrej Agrovet, is looking for prospects in the animal feed category
ITC will pursue selective, value-accretive acquisitions while banking on premiumisation and a gradual recovery in consumption to outpace FMCG industry growth
Reliance Consumer Products Ltd said four of its brands have crossed the ₹1,000 crore mark, with gross revenue touching ₹15,000 crore year-to-date in FY26, aided by strong festive-quarter performance
Driven by GST reforms, robust festive demand, and softening raw material prices, the FMCG industry expects volume-based growth, supported by a mid-single digit revenue rise and improved operating margins in the December quarter. After settling down of GST-led disruptions, where distributors and retailers focused on liquidating the existing higher-priced inventory in the channel, the FMCG companies have witnessed signs of recovery, major listed firms informed exchanges in their recent updates on the December quarter. Moreover, post-trade stabilisation, consumer sentiment improved in urban and rural areas. However, in continuation with the previous trend, rural demand continued to outperform urban demand this quarter as well, FMCG companies like Dabur, Marico, and Godrej Consumer Products Ltd (GCPL) said. The FMCG industry, which was facing slow consumption, now expects a sustained recovery in demand and improvement in revenue trajectory in the coming quarters. Besides, in terms of .
The FMCG sector is witnessing a strong pick-up, helped by robust macroeconomic indicators, and a 5 per cent volume growth is expected in the 'first few months' of this year, a Worldpanel report said. According to the December FMCG Pulse report from Worldpanel by Numerator, India's GDP expectations have been revised upwards, inflation is low, and food inflation is negative, and many manufacturers are passing on these benefits to shoppers. Moreover, the banking sector regulator, the RBI's consumer confidence index, also indicates that consumer confidence is returning. "With the macro-economic indicators being strong and FMCG also seeing an uptick correspondingly, we expect the coming quarters to strongly build on the momentum. A 5 per cent FMCG volume growth from a household perspective is possible within the first few months of the next year (2026)," the report from Worldpanel by Numerator, said. Worldpanel by Numerator provides currency-grade consumer data representing nearly 6 ..
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.
GST transition weighs on Q3 FMCG volumes, but brokerages expect sequential recovery as restocking improves and lower taxes, easing inflation support demand
FMCG major Marico said its domestic business is expected to post high single-digit volume growth in the October-December quarter, with consolidated revenue growth in the high twenties
FMCG distributors' body AICPDF has asked Sebi to pause or tighten IPO approvals for loss-making quick commerce firms such as Zepto, citing cash-burn pricing and ongoing CCI proceedings.