Fmcg

The Indian LAB market continues to see a robust growth of 4-5%. Tamilnadu Petroproducts stands to gain

Data Story: Quick Commerce drives steady increase in online FMCG channel share

While Kantar data show traditional channels still hold over three-fourths of FMCG channel share, it is declining while that of online and supermarkets is increasing

Falling inflation, GST reset narrowed gap between unbranded and branded FMCG, says Marico CEO

Marico's food portfolio crossed Rs 1,100 crore annual recurring revenue in September quarter, with Saffola Oats continuing to gain market share even as honey and soya chunks continue to scale up

GST-led price correction in food items to boost branded consumption, says Marico CEO

Gupta said that the FMCG sector is now lapping a lower base, and the growth momentum should continue into the next financial year.

Street sweet on consumer stocks, while Kotak says valuations are sour

According to Kotak Institutional Equities, the Street’s valuation logic for consumer companies is outdated in the context of the fundamentals.

Small FMCG companies show how it's done

Very small companies are doing exceptionally well in the FMCG market, even with disruptions related to GST rate cuts blamed for causing slower industry growth. Listed firms, better take note!

Marico Q2 FY26: Strong top-line growth; margin pressure to ease

The company has a diversified growth agenda and its execution capabilities are strong

Emami: Unprecedented seasonal headwinds, GST-led disruptions hurt Q2 growth

Growth revival in the core portfolio, rising contribution of high-margin brands, and stable cost environment expected to aid profitable growth

Britannia Q2 FY26: Premium push to drive profitable growth

Volume-led top-line growth to be a key focus area in the medium term

Leading consumer companies warm up for a colder winter amid La Niña forecast

Analysts say that a prolonged cold season could give FMCG companies a meaningful volume lift in the December quarter, especially those with winter-skewed portfolios.

Tata Consumer sees strong growth rebound, healthy margin recovery in Q2 FY26

Improving input costs, momentum in growth-oriented businesses to drive profitability

Godrej Consumer: Resilient quarter amid disruptions, stable margins on the cards

Stronger performance likely in H2, backed by multiple growth drivers across core categories in India, global markets

Patanjali shares fall 3% after Q2 results; should you buy or sell -- check brokerage call

Jefferies maintained a ‘Buy’ call on Patanjali foods stock, citing management’s expectations of better demand in the second half, supported by GST rate cuts.

Dabur Q2 FY26: Bottom line continues to outpace top line growth

Promising rural consumption, urban demand recovery are principal growth drivers and help to sustain market share

ITC Q2 FY26: Core performance aids profit beat

Stable tax regime, consumption boost, easing cost pressure to aid growth, profitability

Colgate India Q2 FY26: Is valuation rerating on the cards?

Strategic growth levers, consumption boost will drive valuation

Colgate Palmolive shares fall nearly 4% today after Q2 results, brokerages divided; should you buy or sell?

Brokerages have issued mixed calls on the stock, ranging from Buy to Sell, as analysts remain divided on the pace of recovery for Colgate Palmolive India after its Q2 results.

HUL Q2 FY26: GST disruptions a blip, multiple triggers ahead

Volume-led growth, moderating inflation will drive better profitability metrics

HUL shares fall 3% today after Q2 results, brokerages see gradual recovery; should you buy or sell?

Brokerages have mixed calls ranging from bullish to bearish on HUL stock, saying that while trading conditions will likely normalise after the GST transition, they remain watchful of the gradual growth recovery and volume-led revenue focus.

HUL sees profit margins to hold steady on volume growth, normalising trade

HUL Q2 FY26 Results: Hindustan Unilever Ltd declares fiscal second quarter earnings. Check net profit, revenue, growth, other details.

Nestle India stock gains today after Q2 beat; analysts flag margin pressure amid strong sales, easing costs

Nestle India share price today: Brokerages including CLSA, Morgan Stanley, and HSBC acknowledged Nestle India's strong volume-led growth but differed in their outlook on margins and valuations.

Nestle India share price rises 4% after Q2 results beat estimates, top Nifty gainer; brokerages positive on sales, volumes

Nestle India's Q2 results prompted upbeat commentary from brokerages such as CLSA and Morgan Stanley, which highlighted strong volume-led sales growth and a better-than-expected performance on profitability.

Nestle India Q2 net profit down 24% YoY to Rs 753 crore, beats estimates; double-digit sales growth across segments

Nestle India's net profit for the quarter, down from than in the same quarter a year ago, reflected the impact of the absence of exceptional gains.

GST cuts miss the counter: Why small kirana stores are yet to pass savings

Many merchants say they prefer a phased approach by starting with staples like flour, pulses, soap and extend cuts to the rest over weeks or months, depending on cash flows and demand