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From a regional ethnic-snacks leader to a diversified snacking powerhouse, the company is building a scalable consumption franchise
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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.
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With trade conditions stabilising, consumer sentiment improved across both urban and rural markets
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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
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The Indian LAB market continues to see a robust growth of 4-5%. Tamilnadu Petroproducts stands to gain
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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
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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
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Gupta said that the FMCG sector is now lapping a lower base, and the growth momentum should continue into the next financial year.
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According to Kotak Institutional Equities, the Street’s valuation logic for consumer companies is outdated in the context of the fundamentals.
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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!
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The company has a diversified growth agenda and its execution capabilities are strong
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Growth revival in the core portfolio, rising contribution of high-margin brands, and stable cost environment expected to aid profitable growth
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Volume-led top-line growth to be a key focus area in the medium term
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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.
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Improving input costs, momentum in growth-oriented businesses to drive profitability
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Stronger performance likely in H2, backed by multiple growth drivers across core categories in India, global markets
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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.
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Promising rural consumption, urban demand recovery are principal growth drivers and help to sustain market share
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Stable tax regime, consumption boost, easing cost pressure to aid growth, profitability
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Strategic growth levers, consumption boost will drive valuation
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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.
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Volume-led growth, moderating inflation will drive better profitability metrics
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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.
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HUL Q2 FY26 Results: Hindustan Unilever Ltd declares fiscal second quarter earnings. Check net profit, revenue, growth, other details.
