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.
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Volume recovery will happen quite soon, but the volume growth in this category will be range bound to 2-3 per cent, says Sitapati
UBS expects consumer sector to rebound in fiscal 2025-26 (FY26). Prefers Hindustan Unilever (HUL), Britannia, GCPL, Colgate, Trent and others; suggests selling Asian Paints, Dabur
Early this month, GPC entered Tamil Nadu with Godrej Ninja-a pet care brand offering scientifically formulated pet food for dogs, designed to enhance gut health and immunity
This storage facility is spread across 2.84 lakh square feet
At 2:06 PM, Godrej Consumer Products shares were off day's high, and were trading 0.63% higher at ₹1,164.40 per share. In comparison, BSE Sensex crashed, tanking 3.60% lower at 72,651.19
In the near term, GCPL's India profitability may continue to face pressure given modest volume growth and higher input cost
The plant officially started operations with the ceremonial activation of the production line by Chief Minister M K Stalin, who marked the occasion by turning on the first production run
Godrej Consumer shares came under investors' focus after the company announced that it has begun commercial production at its new manufacturing facility located in Chengalpattu, Chennai, Tamil Nadu.