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Consumer goods companies chart new manufacturing and sourcing course as West Asia crisis hits supply chain
Indian consumer goods firms like Dabur, Britannia, Tata Consumer Products, and Emami are rerouting manufacturing and sourcing away from West Asia due to the Iran conflict and Strait of Hormuz disruptions. Companies are shifting production to India, Egypt, and Turkey, and exploring new export routes to mitigate business impacts and ensure supply chain stability.
Q-comm sales for FMCG giants double this year
Quick commerce now represents 6% of FMCG sales, doubling from FY25, with Dabur and Britannia leading at 9% of total sales. This channel drives a significant majority of online sales for these companies, accounting for 75% and 70% respectively. Growth is linked to premium brands and impulse purchases, though Hindustan Unilever sees demand for daily essentials.
Britannia shifts facility from Oman to India, considers price hike
Britannia Industries has relocated its North American export business from Oman to Mundra, Gujarat, to navigate West Asian crises. The company is also considering price increases, including reducing grammage and raising prices on larger packs, to counter a 20% surge in fuel and packaging costs due to geopolitical issues and supply chain disruptions.
Britannia Inds Q4 PAT rises 21% YoY to Rs 678 cr
Britannia Industries' consolidated net profit increased 21.14% to Rs 678.34 crore on 6.46% jump in total revenue from operations to Rs 4,718.82 crore in Q4 FY26 over Q4 FY25.
Britannia shares fall 5%, among top broader market losers after Q4 earnings miss
Britannia shares worth ₹400 crore have already changed hands in the first hour of the trading session with over 43% of the total shares traded so far being marked for delivery.
Britannia clocks 22% rise in March quarter profit
Britannia Industries witnessed a 22% surge in its March quarter profit, reaching ₹680 crore, driven by resilient biscuit and snack demand. Revenue climbed 7.1% to ₹4,686 crore, despite supply chain disruptions from the West Asia conflict impacting international business. The company is actively mitigating potential cost inflation and remains vigilant about ongoing developments.
Coal India To Britannia: West Bengal-Linked Stocks Trade Higher Amid State Election Results
West Bengal linked stocks are majorly trading higher today.
Britannia says operations unaffected by industrial gas supply concerns
Britannia Industries said it has adequate levels of finished goods available across its supply chain network to meet market demand.