Nomura sees GCPL, Tata Consumer, Marico, and Britannia as the key near-term winners of the commodity downcycle.
Technical charts show Escorts, Hudco, Dr Lal PathLabs, Force Motors and Godrej Consumer were trading above the higher-end of the Bollinger Bands on the daily scale; and can potentially rally up to 23%
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The Muuchstac brand is currently among the top two players in the men's online facewash category and holds the top-three spot overall
Ambit analysts see HDFC Bank benefiting from accelerating credit growth, normalisation in cost of funds, and focus on high-yield segments like MSME, gold, and unsecured retail loans.
Godrej Consumer Product's standalone business is expected to deliver mid-single digit value growth, supported by low-single digit underlying volume growth (UVG)
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In the year-to-date (Y-T-D) period, the Nifty FMCG index has lost 3 per cent, as compared to a rise of around 4 per cent in the Nifty 50, Bloomberg data shows
Consumers will start getting FMCG products at reduced prices only by early or mid-next month, as goods take time to reach markets with the new MRPs, Godrej Consumer Managing Director and CEO Sudhir Sitapati has said. The reduction of tariff to 5 per cent has also created "some short-term disruptions", as the industry operates on an MRP regime, and dealers and companies are sitting on stocks with high MRPs, he added. "The FMCG sector operates on an MRP regime, and stocks that dealers and companies are sitting on today are at higher MRPs. Simply passing on money to trade does not guarantee that it reaches consumers directly. It will take a little time before new MRPs flow into the market," he said. "By early or mid-next month, consumers will start seeing reduced prices on FMCG products," he pointed out. The all-powerful GST Council last week decided to reduce taxes on most of the common-use goods as part of the government's measure to boost consumer spending, including hair oil, soap
Motilal Oswal continues to favour leading staples companies, including HUL, GCPL and Marico, as beneficiaries of renewed consumption momentum.
Brokerage expects gross-profit-margin (GPM) improvement in Q2FY26 but warns that month-on-month raw-material (RM) upticks could revive price hikes from Q4
The FMCG index climbed up to 1.7 per cent before easing to trade 1.2 per cent higher at 9:50 AM, while the Nifty50 slipped 0.04 per cent
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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.
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Godrej Consumer Products sees over 6% rise in stock following a strong Q1FY26, driven by double-digit revenue growth, high single-digit volume growth, and lower raw material costs
Godrej Consumer Products also expects demand to rise for categories like personal care and home care
Early monsoon could be beneficial to agri-related and/or staple-focussed FMCG companies, while it may hurt those FMCG players that are more skewed towards summer portfolios.