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Aishwarya Nair

Senior Correspondent, Moneycontrol

Indian FMCG majors pause or scale down operations in Nepal after deadly unrest

BUSINESS

Indian FMCG majors pause or scale down operations in Nepal after deadly unrest

The ongoing unrest has crippled supply chains of consumer products manufacturers, however, any further impact has been brushed off by the businesses that have exposure.

Beauty giant Estee Lauder clears major India investment to tap rising mass-luxury demand

BUSINESS

Beauty giant Estee Lauder clears major India investment to tap rising mass-luxury demand

Faverie said that emerging markets are set to contribute 15–16 percent of Estée Lauder’s global business in the foreseeable future, led by India.

GST rate overhaul may put India Inc’s systems, supply chains to the test

BUSINESS

GST rate overhaul may put India Inc’s systems, supply chains to the test

Current changes are more nuanced the same would require a fair bit of updating of invoicing, accounting, and ERP systems, say experts.

Oreo maker Mondelez flags slowdown in India's biscuit consumption

BUSINESS

Oreo maker Mondelez flags slowdown in India's biscuit consumption

Oreo, introduced by the Cadbury maker in 2011, was positioned in the premium biscuits category but launched with an aggressive entry price of Rs 10 a pack, making it accessible to most Indian households.

UP power regulator flags asset, loan mismatches in discom privatisation plan; warns of tariff impact

BUSINESS

UP power regulator flags asset, loan mismatches in discom privatisation plan; warns of tariff impact

The state government had in May cleared Uttar Pradesh Power Corporation Ltd’s request for privatisation of distribution in 42 districts and passed it on UPERC for scrutiny

GST 2.0: FMCG, consumer durable segments gain, colas escape price hike

BUSINESS

GST 2.0: FMCG, consumer durable segments gain, colas escape price hike

FMCG and consumer durables are expected to get cheaper after being moved to lower slabs in the overhaul of the indirect tax regime

From soaps to snacks: GST cut to 5% to boost FMCG demand ahead of festive season

BUSINESS

From soaps to snacks: GST cut to 5% to boost FMCG demand ahead of festive season

Indian shrimp exporters see relief from US holiday demand

BUSINESS

Indian shrimp exporters see relief from US holiday demand

Exporters see that some consumers in the US are open to absorb full 50 percent tariff costs to cater to the upcoming holiday season, intending to pass on the costs to end consumers

Furniture giant IKEA assembles small town strategy to double B2B business by 2028

BUSINESS

Furniture giant IKEA assembles small town strategy to double B2B business by 2028

IKEA doesn’t plan to set up stores in every city right away. Instead, it is placing key account managers in these markets to work closely with builders, architects, and customers, ensuring the brand stays visible and relevant well before a physical store comes up.

Reliance FMCG arm eyes Rs 1 lakh cr revenue in five years, says Isha Ambani

BUSINESS

Reliance FMCG arm eyes Rs 1 lakh cr revenue in five years, says Isha Ambani

The comments come as the company plans to consolidate brands in apparel, fashion, food, personal care, and beverages that are currently spread across Reliance Retail Ltd, Reliance Retail Ventures Ltd and Reliance Consumer Products Ltd (RCPL), into a new entity.

DTDC bets on rapid commerce, targets smaller towns with 2–6-hour delivery

BUSINESS

DTDC bets on rapid commerce, targets smaller towns with 2–6-hour delivery

The company will focus on categories including electronics, accessories, apparel, cosmetics, food supplements and even B2B spare parts. However, it will not offer perishable items like groceries. It sees average order value in the range of Rs 1,200–1,500, compared to about Rs 400–500 in quick commerce.

D2C brands ramp up festive playbook to tap on impulse demand on 10-minute delivery apps

BUSINESS

D2C brands ramp up festive playbook to tap on impulse demand on 10-minute delivery apps

As brands enhance their focus on online sales, quick-commerce platforms are also expanding their offerings, capacity ahead of the festive rush.

Biscuits lose crunch as chocolates and salty treats take centre stage in India’s snacking basket

BUSINESS

Biscuits lose crunch as chocolates and salty treats take centre stage in India’s snacking basket

Out-of-home biscuit consumption dropped 8 per cent YOY in May 2025, even as chocolates jumped 32 per cent and salty snacks rose 6 per cent.

GST rate cut uncertainty may dampen festive sales, AC makers most at risk

BUSINESS

GST rate cut uncertainty may dampen festive sales, AC makers most at risk

There is definitely a risk that high-ticket, price-sensitive purchases like air-conditioners, refrigerators, or premium durables could see some deferment if consumers believe the GST cuts will take effect soon, says an analyst

Lower tax slabs may boost sales of packaged goods, essentials : analysts

BUSINESS

Lower tax slabs may boost sales of packaged goods, essentials : analysts

The proposed reforms have two benefits. One is that essentials and FMCG products will see quicker volume traction, while consumer durables, which are highly price-sensitive, will gain renewed affordability, according to an analyst.

Not soliciting sales in US amid tariffs: Vikram Solar MD

BUSINESS

Not soliciting sales in US amid tariffs: Vikram Solar MD

The comment comes as the revenue share from US exports drastically reduced to 0.96 per cent of the total revenue in fiscal 2025, as compared to 61.1 per cent in fiscal 2024.

Pearl Global looks to reorient India ops for non-US orders amid tariff pressures

BUSINESS

Pearl Global looks to reorient India ops for non-US orders amid tariff pressures

Pearl’s Indian operations account for 25% of its total export capacity, with roughly half of that output dedicated to the US market, the company said.

E-commerce platforms gear up for festive rush as smaller cities drive early demand

BUSINESS

E-commerce platforms gear up for festive rush as smaller cities drive early demand

This means a rise in jobs, even if temporary, in places outside the list of big cities, with staffing companies saying they are getting requests from cities like Coimbatore, Jaipur and Nagpur.

India's jewelry exporters look to alternate routes, domestic market to mitigate Trump tariff shock

BUSINESS

India's jewelry exporters look to alternate routes, domestic market to mitigate Trump tariff shock

In the short-term mitigating the impact of higher US tariffs may be difficult

Indian textile players resort to African units, discounts and new sales locations to beat tariffs

BUSINESS

Indian textile players resort to African units, discounts and new sales locations to beat tariffs

Raymond Lifestyles says its Ethiopian plant is getting more customer inquiries from the US as the tariff stand at 10%. Gokaldas Exports units in Kenya and Ethiopia, too, are in an advantageous position'

Hindustan Unilever bets on gradual recovery, steps up investments to drive sales

BUSINESS

Hindustan Unilever bets on gradual recovery, steps up investments to drive sales

HUL CFO Ritesh Tiwari said gross margins are expected to improve sequentially, though any gains will be reinvested in the business.

HUL expects steady demand, bets on macros and consumption recovery to sustain momentum

BUSINESS

HUL expects steady demand, bets on macros and consumption recovery to sustain momentum

Hindustan Unilever absorbed most of the price inflation in tea, keeping the product affordable and thereby supporting volume gains. However, now, the company sees price vs cost gap to narrow in the coming quarters

Demerger-ready ice cream unit may need future fund infusion for expansion: HUL CFO

BUSINESS

Demerger-ready ice cream unit may need future fund infusion for expansion: HUL CFO

Management said that given the high-growth, low-margin nature of the category, access to external funding will be crucial for future expansion

FMCG majors to raise ad spends as urban recovery takes shape

BUSINESS

FMCG majors to raise ad spends as urban recovery takes shape

India's largest packaged consumer goods maker, Hindustan Unilever, spent Rs 150 crore more YoY on advertising and promotion in Q1FY26. The market leader also pivoted from traditional media, moving towards digital media to attain greater visibility..

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