Consumer

According to Kotak Institutional Equities, the Street’s valuation logic for consumer companies is outdated in the context of the fundamentals.

Titan Company Q2 PAT seen up 58.4% YoY to Rs 1,116.4 cr: Prabhudas Lilladher

Net Sales are expected to increase by 15 percent Y-o-Y (up 4.3 percent Q-o-Q) to Rs 15,197.3 crore, according to Prabhudas Lilladher.

Marico Q2 PAT seen up 6.3% YoY to Rs 412.4 cr: Prabhudas Lilladher

Net Sales are expected to increase by 29.5 percent Y-o-Y (up 5.9 percent Q-o-Q) to Rs 3,449.9 crore, according to Prabhudas Lilladher.

Hindustan Unilever Q2 PAT may dip 6.5% YoY to Rs 2,442.2 cr: Prabhudas Lilladher

Net Sales are expected to increase by 1.8 percent Y-o-Y (down 0.9 percent Q-o-Q) to Rs 15,787.1 crore, according to Prabhudas Lilladher.

ITC Q2 PAT seen up 2.3% YoY to Rs 5,197.4 cr: Prabhudas Lilladher

Net Sales are expected to increase by 2 percent Y-o-Y (down 3.7 percent Q-o-Q) to Rs 19,022.1 crore, according to Prabhudas Lilladher.

Avenue Supermarts Q2 PAT seen up 7.7% YoY to Rs 710.4 cr: Prabhudas Lilladher

Net Sales are expected to increase by 15.6 percent Y-o-Y (up 2.1 percent Q-o-Q) to Rs 16,697.8 crore, according to Prabhudas Lilladher.

Britannia Industries Q2 PAT seen up 8.7% YoY to Rs 581.6 cr: Prabhudas Lilladher

Net Sales are expected to increase by 8 percent Y-o-Y (up 9.1 percent Q-o-Q) to Rs 5,040.9 crore, according to Prabhudas Lilladher.

FMCG, retail majors post steady volume momentum in Q2FY26, optimistic on festive demand

What's more, these companies remain optimistic about sustained growth, supported by easing inflation, Goods and Services Tax rate cuts and a gradual pickup in rural and discretionary spending.

Rural India drives FMCG premiumisation beyond essentials with health brands

According to Worldpanel India, rural households now contribute more than 40 percent of premium FMCG volumes, up from 30 percent five years ago.

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.

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.

Pidilite Q1 FY26 holds it all together with an all-round beat

Underlying volume growth continues to remain strong

Berger Paints Q1 FY26 – Strong top-line numbers amid demand headwinds

The paint company is on track to gain market share despite intensifying competition

TBO Tek Q1 FY26: Moderate start to the year, growth to recover from Q2

The upward momentum will sustain in the hotels business in FY26

Mid-year e-commerce sales soar as Amazon, Flipkart deals power record numbers for sellers

Despite the quick commerce boom, traditional e-commerce proves it’s still got muscle—with brands, large and small, logging historic highs during Amazon's Prime Day and Flipkart’s GOAT Sale.

HUL gets first woman CEO - still a rarity in Indian FMCG leadership

Nair's elevation is significant for the broader consumer goods industry, a sector where women form a large chunk of the customer base but are vastly underrepresented in top leadership roles.

Hope cannot sustain valuations, says Kotak's Sanjeev Prasad on consumer stocks

Many Indian consumer companies have delivered middling sales growth over the past decade, similar to their global peers, said Kotak Institutional Equities.

Bikaji Foods Q4: Profitability under strain, yet FY26 looks promising

A sharp increase in input costs impacts gross margin; however, adjusted revenue growth remains strong

Crompton Greaves Consumer Q4: Lower input prices, cost optimisation support margins

Focus on the premium product portfolio and the revival in the lighting business will be key growth drivers

Sticky performance — Pidilite delivers stability in tough Q4

Underlying volume growth continues to remain strong

Dabur’s '100% juice’ claim violates law cent percent: FSSAI tells Delhi HC

In June 2024, the food regulator had issued a notification directing food business operators to remove the claim of ‘100% Fruit Juices’ from the label and advertisement of fruit juices.

Retailers bet big on small stores to battle e-comm, q-comm surge

Smaller box stores — those under 15,000 square feet — are growing at double-digit rates, while larger outlets (over 15,000 square feet) are declining.

Consumption demand sees slight uptick in Q3, outlook remains cautious: Morgan Stanley

FMCG demand improved sequentially in Q3 but remained below expectations, with weak volumes and high input costs pressuring margins.

Consumer stocks richly valued despite slower growth because of flight-to-safety attitude of investors, says Anand Shah of Axis Capital

Anand Shah of Axis Capital says that consumption of staples has a structural growth issue, but discretionary consumption should bounce back on the strength of tax cuts