Fast Moving Consumer Goods (fmcgs)

ITC Q4 FY25 numbers beat muted demand, cost headwinds

Newly added high-growth businesses will create a future-ready portfolio

Emami Q4: Higher rural focus helped in better execution

Rural rebound, seasonal tailwinds drove double-digit growth across core

Britannia Industries: Volume-led growth, margin recovery on the cards

Normal monsoon, better execution expected to aid growth recovery

MCPro Quick Take: Volume growth in Britannia Industries precedes margins

Normal monsoon and better execution in non-core brands expected to aid growth recovery

Dabur: Portfolio transformation, valuation keep us constructive

Promising rural trends, urban consumption boost key growth drivers

Godrej Consumer: Building a future-ready portfolio

Global business simplification drove sequential EBITDA margin expansion on a consolidated level

Marico: Volume recovery, steady execution to propel earnings growth

The company continues to gain market share across majority of the product portfolio

Weekly Tactical Pick: This FMCG major is a play on rural demand recovery

An expected good monsoon and a robust distribution network should help Dabur do well

Nestle India: Navigating demand challenges and commodity inflation

Margins remained steady despite elevated commodity prices

Margins to take a back seat as HUL gears up for volume growth

The company banks on urban demand revival to drive a turnaround in volume growth

Tata Consumer brewing growth, eyes more inorganic infusion

FMCG preview: Diverse growth trends, margin pressure to persist

Valuation upgrade requires sustained growth recovery, earnings support

Mass and premium consumption goods to both benefit from Union Budget 2025-26

More disposable income in the hands of tax payers and higher allocation to rural schemes will propel buying by consumers

Defensive FMCG stocks likely to be winning ideas as consumption takes centre stage

These companies are better placed to navigate near-term challenges successfully.

Dabur: Rural rebound, alternative channels drive growth amid food inflation

A bigger rural footprint and a wider product basket to be key growth levers.

Emami Q3 FY25: Rural rebound, seasonal tailwinds help overcome urban slowdown

Emami offers solid growth prospects at an attractive valuation

Godrej Consumer: Cost, seasonality headwinds drag down India business

Entry into under-penetrated categories, rural expansion could unlock new growth drivers

Can consumption get a lift from the Budget 2025?

The govt’s focus will continue to be on infrastructure and job creation. However, given the fiscal constraints and depreciation of the INR against the USD, the govt has limited space to provide direct consumption boost.

Weekly Tactical Pick – Why this niche FMCG stock merits attention, post correction

The growth prospects make Emami a good tactical pick as the valuation is among the cheapest in the sector

Should one avoid the FMCG sector now?

The early warning on growth and profit shortfall from Godrej Consumer adds to sectoral concerns

Why Britannia is a defensive, long-term play on consumption

Steady growth with ability to capitalise on opportunities in an evolving market

Britannia Industries: Healthy volume momentum sustains amid soft demand

Enhanced execution and balanced price actions are key to steady growth and margins.

Emami: Focus on balancing urban and rural growth, comfortable valuation

The company’s rural stronghold and distribution mix will aid sustained growth

Colgate-Palmolive: Strategic initiatives, superior product mix drive growth

Company sees volume growth trends amid challenging operating environment

Dabur: A bigger rural footprint, a wider product basket key growth levers

Urban demand has bottomed out and expected to pick up once food inflation stabilises