India’s FMCG market is witnessing a subtle but significant shift. For months, companies like HUL, Dabur, and ITC leaned heavily on rural demand. But now, Q1 FY26 earnings are revealing something new — an urban comeback.

In this episode of Markets This Week, we decode what’s really driving the FMCG revival in metro and Tier 1 cities, why digital-first brands are eating into legacy players’ turf, and what this urban-rural divergence means for investors.

Is this a festive blip or the start of a new demand cycle? Are FMCG stocks worth a relook now? Watch to find out.

Don’t forget to like, share and subscribe to Business Standard for more market insights.

India's FMCG market is witnessing a subtle but significant shift. For months, companies like HUL, Dabur, and ITC leaned heavily on rural demand.

Urban demand drives FMCG Q1 gains: Is it sustainable? | FMCG sector | HUL, Dabur, ITC | Stock market

Byju Raveendran plans to appeal US court's expedited default judgment, denies all allegations, and says GLAS Trust misled both Delaware court and public while blocking his ability to present a defence

Business Standard

A US court has issued default judgement making Byju Raveendran liable to personally pay back over USD 1 billion based on the petition filed by BYJU's Alpha and US-based lender GLAS Trust Company LLC.
According to the judgement dated November 20, 2025, the Delaware Bankruptcy Court found that Raveendran failed to comply with its discovery order and continued to be evasive on several occasion.
"The court will enter default judgment against Defendant Raveendran...in the amount of USD 533,000,000, and on Counts II, V and VI in the amount of USD 540,647,109.29," the judgement said.
The judgment directed Raveendran to provide a full and accurate accounting of the Alpha Funds and any proceeds thereof, such as the Camshaft LP Interest, including each and every subsequent transfer and any proceeds thereof.
Email query sent to Raveendran's authorized agency did not elicit any immediate reply.
BYJU's Alpha was incorporated when Raveendran was running the management of edtech firm Think and L

The judgment directed Byju to provide a full and accurate accounting of the Alpha Funds and any proceeds thereof, such as the Camshaft LP Interest, including each and every subsequent transfer

Press Trust of India

Android and iPhone can share files. WhatsApp revamps About feature. Google Gemini Nano Banana Pro. ChatGPT gets group chats. BGMI 4.1 update. Samsung Galaxy Tab A11+. Perplexity Comet on Android

Perplexity has launched its AI-native Comet browser for Android, bringing voice input, cross-tab summaries and built-in AI assistance to mobile users

US President Donald Trump has again claimed to have solved the conflict between India and Pakistan, repeating his assertion during a meeting with New York City Mayor-elect Zohran Mamdani in the Oval Office.
Mamdani flew to Washington DC for his first meeting with Trump in the White House on Friday. Trump said he enjoyed the meeting, which he described as great.
During remarks in the Oval Office, with Mamdani standing next to him, Trump repeated his claim that he solved the May conflict between India and Pakistan.
"I did eight peace deals of countries, including India and Pakistan, he said.
On Wednesday, Trump had said he threatened to put 350 per cent tariffs on India and Pakistan if they did not end their conflict, repeating his claim that he solved the fighting between the nuclear-armed neighbours and that Prime Minister Narendra Modi had called him to say we're not going to go to war.
Since May 10, when Trump announced on social media that India and Pakistan had agreed to a ful

During remarks in the Oval Office, with Mamdani standing next to him, Trump repeated his claim that he solved the May conflict between India and Pakistan

India has reaffirmed its commitment to strengthening regional cooperation on disaster risk reduction, working closely with Asian and Pacific Centre for Development of Disaster Information Management (APDIM) and regional partners to reduce disaster and climate risks across Asia-Pacific, a government statement said Saturday.
Addressing the 10th Session of the APDIM hosted by India, Minister of State for Home Affairs and Disaster Management Nityanand Rai said India would champion a broad capacity-building agenda during its chairmanship.
Rai, who led the Indian delegation,  emphasised the country's commitment to regional disaster resilience and cooperation.
The outcomes of this meeting will guide APDIM's overall programme of work and also contribute to advancing the goals of the Sendai Framework and the 2030 Agenda for Sustainable Development, the statement said.
The minister said that under India's chairmanship and leadership of Prime Minister Narendra Modi, India will champion a ...

The session concluded with a shared commitment to enhance regional collaboration and implement innovative strategies for disaster risk reduction in the Asia-Pacific region

Healthcare industry body NATHEALTH has asked the government to increase public spending on healthcare to over 2.5 per cent of GDP with urgent action to tackle non-communicable diseases, including tax deductions of up to Rs 10,000 on individuals for preventive health check-ups.
In its pre-Budget recommendations to the government, NATHEALTH said it outlined a roadmap to strengthen healthcare delivery, foster innovation, and expand insurance and preventive coverage.
The recommendations call for a balanced mix of fiscal support, structural reforms, and public-private collaboration to build a robust, future-ready health system, it said in a statement.
In its recommendations, NATHEALTH asked the sector to be declared 'core infrastructure' and create a healthcare infrastructure fund of Rs 50,000 crore, saying currently there is limited access to long-term, lower-cost capital for hospitals and diagnostic networks.
New projects have long gestational periods requiring flexible mid-term ...

In its pre-Budget recommendations to the government, NATHEALTH said it outlined a roadmap to strengthen healthcare delivery, foster innovation, and expand insurance and preventive coverage

Russia-Ukraine War

The year 2022 is coming to an end and a lot has happened that shaped the world in the year. Let's have a look at some of these significant events

Google Messages

In January, Google rolled out end-to-end encryption in group chats for messages app users enrolled in the beta programme

Blend launches Blend Studio: AI tool for ecommerce photography

New Delhi [India], March 16 (ANI/PNN): Blend, an AI-powered design and photography application for DTC brands and ecommerce sellers, recently launched Blend Studio - the Chat GPT for product photos.

Celebrity and Travel Photographer Rahul Lokare from Flamingo Productions creates waves of change in the world of photography.

Xiaomi 13 Pro

Priced at Rs 79,999 for the 12GB RAM and 256GB on-board storage, the Xiaomi 13 Pro offers a novel imaging experience on top of a premium package

Urban demand drives FMCG Q1 gains: Is it sustainable? | FMCG sector | HUL, Dabur, ITC | Stock market

Other Videos

Explore News