Fmcgs

Dabur's double-digit Q1FY27 growth must sustain to drive stock rerating

Strong Q1FY27 revenue growth, improving rural demand and healthy international business support Dabur's outlook, but sustained revenue momentum remains crucial for a stock rerating

The 'Indian Common Market': Rethinking growth beyond one India

India's next phase of consumption growth will be driven by treating large state economies as distinct markets, each requiring its own products, distribution strategy and consumer insight

Employee headcount shrinks at HUL, Dabur amid hike in median pay in FY26

India's top FMCG companies presented a mixed picture on staff strength in 2025-26, with Hindustan Unilever and Dabur trimming their permanent workforce even as most players in the sector raised median employee remuneration, according to disclosures in their annual reports. While Nestle India, Marico and Tata Consumer Products Ltd (TCPL) added to their headcount during the fiscal, Hindustan Unilever (HUL) and Dabur saw a decline in permanent employees on their rolls, the filings showed. Median remuneration increases across companies in FY26 ranged between 6.08 per cent and 12.1 per cent, with Tata Consumer Products leading and HUL trailing among the five majors. HUL's permanent employee count fell to 5,898 as of March 31, 2026, from 6,604 a year earlier, a reduction of over 700 employees. The percentage increase in the median remuneration of employees for the financial year was 6.08 per cent, lower than the 8.39 per cent increase recorded in FY25. However, in FY26, the average sala

Marico to keep focus on strengthening growth engines in FY27: Chairman

Marico will focus on strategy, which will aim at category leadership, premiumisation, market expansion, digital enablement, and continue to guide its priorities & investments, supported by execution

India drives PepsiCo's foods, beverages growth; savoury snacks share rises

The company said India was among its key growth markets, with strong performance in convenient foods and beverages supporting international organic revenue growth

Godrej Consumer Products wins growth sprint; margins set to catch up

Broad-based demand and an overseas rebound lift Q1

FMCG firms optimistic on demand, expect easing input costs to aid margins

Leading FMCG makers have expressed optimism on consumption trends, growth prospects, and margin improvement for the current fiscal, even as they continue to monitor inflationary pressures and the potential impact of El Nino-induced weather volatility. Demand conditions remained resilient, supported by steady economic activity, while easing commodity prices are expected to recover margins progressively in the coming quarters, said fast-moving consumer goods (FMCG) companies in their respective first-quarter business updates. Companies like Dabur India, Godrej Consumer Products Ltd (GCPL) and Marico have reported strong business momentum in the June quarter and are optimistic over consumption trends for the rest of FY27, despite inflationary pressures, commodity volatility and geopolitical uncertainties. Marico expects its consolidated revenue to grow in the early twenties, while GCPL expects to achieve high-teens growth. Similarly, Dabur also expects double-digit growth in consolidat

Dabur expects strong Q1 profit growth as price hikes cushion inflation

The FMCG major said higher prices helped offset inflationary pressures, while rural demand and international markets continued to drive growth

FMCG firms stall price hikes as lower oil prices support volume growth

Consumer goods companies are delaying planned price hikes as easing crude oil prices reduce input cost pressures, helping them protect volume growth amid a fragile demand recovery

ITC's FMCG business clocks consumer spend of over ₹37,000 cr in FY26

ITC's non-cigarette FMCG portfolio crossed Rs 37,000 crore in annual consumer spend in FY26, driven by strong brand growth, acquisitions and rising household reach

Jyothy Labs to expand Exo into broader franchise as Henkel exits portfolio

Home-grown FMCG firm Jyothy Labs, which is "cautiously optimistic" about growth in FY27, is expanding Exo into a broader dishwash franchise, as German consumer goods major Henkel AG & Co. KGaA exited its licensing arrangement for Pril and Fa brands in India. As part of the licence agreements, Jyothy Labs held the rights for manufacturing, distribution, marketing, and sale of products under the brands, Pril and Fa. Jyothy Labs will continue to focus on premiumisation, innovation, brand investments, and distribution expansion despite persistent inflationary pressures and geopolitical uncertainties, Chairperson and Managing Director M R Jyothy said in an address to shareholders in its latest annual report. Jyothy said Henkel has communicated its decision not to renew licence agreements related to the Pril and Fa brands beyond May 31, 2026. The company is building Exo into a broader dishwash franchise. "Exo has for many years been a trusted name in dishwash, with deep strength in the .

FMCG firms recalibrate approach as consumer market rewards speed over scale

5 years ago, Aashirvaad &Surf Excel could run one national television commercial and win. Today, the Zepto shopper in Bengaluru and the kirana buyer in Gidderbaha, Punjab, live in different economies

Flipkart Minutes reports fourfold jump in summer essentials demand

The quick-commerce platform saw strong growth in seasonal categories during March-May, driven by demand for personal-care products, beverages and mangoes

'Tests confirm product quality': Nestle rejects infestation claims in Maggi

FMCG major has rejected allegations circulating on social media regarding the alleged presence of infestation in Maggi noodles, asserting that laboratory tests on a batch and market samples confirmed that products met all quality and food safety standards. In a clarification submitted to stock exchanges, the company said it was made aware of the complaint through the Food Safety and Standards Authority of India (FSSAI) following concerns raised by an unverified account on social media platform X. "We categorically reject allegations circulating on media basis an unverified account regarding the presence of infestation, allegedly on MAGGI noodles," said Nestle India in response to a query from the NSE and the BSE on a media report published on June 12. The company said it is "yet to receive" any sample from the complainant for assessment, and did not receive any response from them while the social media account remained unreachable. "As part of standard procedure, the reference samp

Meesho acquires Kirana Club in ₹202-crore deal to expand grocery presence

The acquisition gives Meesho access to a platform serving over 4 million retailers and strengthens its presence in India's grocery and business-to-business commerce markets

Nifty 50 share in India Inc's Q4FY26 earnings lowest in 21 quarters

Index companies adjusted net profit grew in low single digit for 8th consecutive quarter

ITC stock nears 52-week low; slips 8% in 1 month, down 21% thus far in 2026

While the taxation environment for the tobacco sector presents near-term challenges, ITC aims to maintain its market standing through an integrated seed-to-smoke value chain and premium offerings.

Grand marketing strategies must give way to Consumer India's 'value logic'

Forget groupthink, grand marketing theories and macro numbers. This is the time to build strategies around consumers' own value logic

Why global FMCG giants are shifting from selling to making in India

India's growing consumer market and improving manufacturing ecosystem are encouraging global FMCG firms to move beyond selling and start making locally

Concerns over cigarette biz may cap gains in ITC despite FMCG growth

Given the likelihood of continuing consumer shifts to smuggled brands, the earnings pressure in cigarettes may offset growth in FMCG and Paper