Fmcg

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

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.

FMCG Q2 FY26 Update: GST cut, urban demand revival to aid growth

Easing inflation, tax impetus to drive consumption growth

Amul, Real Juice, Maggi: Here's how much your favourite food brands cost after GST cuts

The latest version of GST, introduced first in 2017, curtails the number of slabs to just two – 5 percent and 18 percent

Smaller cities to boost festive demand, GST cuts to fuel the momentum

The ongoing festive season is crucial for FMCG majors, coming after several quarters of dampened urban demand owing to persistent inflation

Why investors can give Ganesh Consumer IPO a miss

The lack of portfolio and geographic diversity could influence growth plans

Nightmare at Nestlé: The world's biggest food company faces a reckoning

Investors, frustrated with the strategic direction of the Swiss company, may welcome someone who forsakes long meetings in favor of getting things done

Urge industry to pass GST cut benefits equitably across value chain, says Chirag Paswan

Paswan called upon industry to actively work towards passing benefits to consumers, enhancing product quality, formalising the unorganised sector, and ensuring greater income security for farmers

Firms will 'definitely' pass on GST cut benefits in push for bigger consumption bite: Dabur CEO

CEO Mohit Malhotra said that the 'inverted duty structure' problem is still not fully resolved

Indian FMCG majors pause or scale down operations in Nepal after deadly unrest

The ongoing unrest has crippled supply chains of consumer products manufacturers, however, any further impact has been brushed off by the businesses that have exposure.

Why lower income FMCG consumers’ shopping baskets are lighter

A market research survey shows expenses rising at a higher rate for lower income consumers than for higher income ones, in both urban and rural areas