After a difficult few years, FMCG companies are poised to deliver better sales and earnings growth, but first a crucial piece of the growth puzzle has to fall in place
Hindustan Unilever’s investors are unlikely to bemoan parting ways with its ice cream business. But they should pay more intention to parent company Unilever’s launch of a productivity plan
Consumer companies have been pointing out that rural demand is weak compared to what they see in urban areas. In a pre-election year, it raises expectations if the government will propose additional measures to boost rural incomes
"If some of the trends that are there today continue, then hopefully it will be a better year as compared to the rather unprecedented levels of food inflation that we had in 2022,” says Suresh Narayanan
Moderation in raw material prices and higher volume growth is what investors need to keep watch on, going forward
Analysts are striking an optimistic note as they gear up for the third quarter earnings season; many feel the worst may be over for the FMCG sector.