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Consumer Staples

GM Breweries Q3 FY26: Margin adds a kick to the quarterly show
Tata Consumer sees margin tailwind as tea costs ease
FMCG firms to see weak volume, value growth on muted urban demand, GCPL top bet: Kotak Institutional Equities
Nifty FMCG jumps 4% after Finance Minister announces no income tax up to Rs 12 lakh in Budget 2025; ITC, Trent, Godrej Consumer stocks rally 7%
Britannia, Nestle, Colgate most vulnerable to India's new PWM norms, say Kotak analysts
Weak sentiment to keep consumer staples' volume growth under 5% in Q4: Jefferies
Consumer staples to recover gradually from H2, aided by likely normal monsoon: Nuvama
Consumer staple firms pin hopes on festive season for volume growth: Jefferies
Chart of the Day: Consumer firms’ ad spends rise but still below pre-Covid levels
Which are Jefferies’s top stock ideas for this June?
After a year of struggle for consumer staples, 2023 looks promising for FMCG
Is consumer staples production really at the same level as it was five years ago?
Britannia Inds Q3 PAT seen up 12.1% YoY to Rs. 414.2 cr: Yes Securities
Hind. Unilever Q3 PAT seen up 24.6% YoY to Rs. 2.136.5 cr: Yes Securities
Dixon Tech Q3 PAT seen up 52.1% YoY to Rs. 40 cr: Yes Securities
Nestle India Q3 PAT seen up 18.1% YoY to Rs. 558 cr: Yes Securities
V‐Mart Retail Q3 PAT may dip 28.9% YoY to Rs. 41.4 cr: Yes Securities
Page Industries Q3 PAT seen up 33% YoY to Rs. 115.7 cr: Yes Securities
Tata Consumer Q3 PAT seen up 43.6% YoY to Rs. 266.3 cr: Yes Securities
CCL Products Q3 PAT seen up 11.1% YoY to Rs. 52.2 cr: Yes Securities
United Spirits Q2 PAT seen up 36.2% YoY to Rs. 352.3 cr: Kotak
United Breweries Q2 PAT seen up 13.8% YoY to Rs. 186.4 cr: Kotak
Tata Global Beverages Q2 PAT may dip 3.4% YoY to Rs. 170.4 cr: Kotak
Nestle India Q2 PAT seen up 31.7% YoY to Rs. 609.8 cr: Kotak
Marico Q2 PAT seen up 17.2% YoY to Rs. 251.1 cr: Kotak

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Consumer Staples

GM Breweries Q3 FY26: Margin adds a kick to the quarterly show

Tata Consumer sees margin tailwind as tea costs ease

FMCG firms to see weak volume, value growth on muted urban demand, GCPL top bet: Kotak Institutional Equities

Nifty FMCG jumps 4% after Finance Minister announces no income tax up to Rs 12 lakh in Budget 2025; ITC, Trent, Godrej Consumer stocks rally 7%

Britannia, Nestle, Colgate most vulnerable to India's new PWM norms, say Kotak analysts

Weak sentiment to keep consumer staples' volume growth under 5% in Q4: Jefferies

Consumer staples to recover gradually from H2, aided by likely normal monsoon: Nuvama

Consumer staple firms pin hopes on festive season for volume growth: Jefferies

Chart of the Day: Consumer firms’ ad spends rise but still below pre-Covid levels

Which are Jefferies’s top stock ideas for this June?

After a year of struggle for consumer staples, 2023 looks promising for FMCG

Is consumer staples production really at the same level as it was five years ago?

Britannia Inds Q3 PAT seen up 12.1% YoY to Rs. 414.2 cr: Yes Securities

Hind. Unilever Q3 PAT seen up 24.6% YoY to Rs. 2.136.5 cr: Yes Securities

Dixon Tech Q3 PAT seen up 52.1% YoY to Rs. 40 cr: Yes Securities

Nestle India Q3 PAT seen up 18.1% YoY to Rs. 558 cr: Yes Securities

V‐Mart Retail Q3 PAT may dip 28.9% YoY to Rs. 41.4 cr: Yes Securities

Page Industries Q3 PAT seen up 33% YoY to Rs. 115.7 cr: Yes Securities

Tata Consumer Q3 PAT seen up 43.6% YoY to Rs. 266.3 cr: Yes Securities

CCL Products Q3 PAT seen up 11.1% YoY to Rs. 52.2 cr: Yes Securities

United Spirits Q2 PAT seen up 36.2% YoY to Rs. 352.3 cr: Kotak

United Breweries Q2 PAT seen up 13.8% YoY to Rs. 186.4 cr: Kotak

Tata Global Beverages Q2 PAT may dip 3.4% YoY to Rs. 170.4 cr: Kotak

Nestle India Q2 PAT seen up 31.7% YoY to Rs. 609.8 cr: Kotak

Marico Q2 PAT seen up 17.2% YoY to Rs. 251.1 cr: Kotak