Fmcg

Nestle Q3 FY26: Promising growth, led by GST benefits, festive demand

Market-leading brands drive sharp sequential growth; however, valuation is rich

Nestle India Q3 results get mixed brokerage reviews; should you buy or sell the stock? Check target prices

Brokerages were split on Nestle India Ltd after its Q3 FY26 results, with analysts balancing strong volume-led growth and aggressive brand investments against near-term margin pressure and expensive valuations. Nomura maintained a Buy with an upside target, CLSA and Jefferies retained Hold ratings.

Nestle India Q3 net profit jumps 46% YoY to Rs 1,018 crore on record sales; interim dividend of Rs 7 declared

Nestle India reported a strong Q3 FY26 performance, with profit after tax rising to Rs 1,018 crore and sales jumping 18.5 percent year-on-year to a record Rs 5,643.5 crore, driven by broad-based, volume-led growth.

Dabur Q3FY26: Consumption tailwinds to steer growth trajectory

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

Godrej Consumer: Higher growth, stable margins to drive stock re-rating

Innovations, inorganic expansion, and a fundamentally strong business mix to drive sustained earnings growth

Marico Q3 FY26: In-line performance, multiple growth triggers

Revenue momentum remains strong, led by pricing growth and high single-digit underlying volume growth

Tata Consumer Q3 FY26: Growth businesses continue to deliver

High-growth food and ready-to-drink segments outperform, with healthy margin recovery

Bikaji Foods: Tasting opportunities beyond its core strength

From a regional ethnic-snacks leader to a diversified snacking powerhouse, the company is building a scalable consumption franchise

Consumer companies flag demand recovery in Q3 aided by GST cuts, festive demand

Consumer staples and discretionary firms are seeing a steady uptick in demand, as a result of the festive-led recovery along with the GST rationalisation.

Festive boost, lower costs lift FMCG outlook in December quarter

With trade conditions stabilising, consumer sentiment improved across both urban and rural markets

FMCG companies see steady demand recovery, strong growth in food biz

India’s FMCG sector is not just poised for recovery but is getting ready for sustained, value-led growth, analysts say. Both Marico and Dabur expect profits to improve in the coming quarters

Discovery Series | An FMCG proxy play with industry tailwinds

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.