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El Nino impact in sight even as top FMCG firms bet on rising India consumption
positive
ET Markets - Industry 6d ago

El Nino impact in sight even as top FMCG firms bet on rising India consumption

India's top retail firms anticipate robust April-June revenue growth, fueled by steady consumer demand and improving rural sentiment. Companies like Marico, GCPL, and Dabur foresee strong top-line expansion, with rural markets outperforming urban areas. While easing input costs are a positive, businesses are closely monitoring El Nino's potential impact on monsoons and agricultural output.

BBETF0432CONSUMERDABURMARICORETAILSDREAMSURBANURBANCOV2RETAILConsumer ServicesFast Moving Consumer Goods
Dabur, Godrej say demand holds firm despite cost pressures
positive
ET Markets - Industry 7d ago

Dabur, Godrej say demand holds firm despite cost pressures

Indian consumer goods giants Dabur and Godrej Consumer Products reported resilient demand in early fiscal 2027, defying geopolitical worries and rising costs. Despite input price pressures, both companies anticipate strong revenue and profit growth, with Godrej expecting high-teens revenue expansion. International markets are also showing promise, particularly in the Middle East, though El Niño's impact on rural demand remains a concern.

CONSUMERDABURGANESHCPGODREJCPGODREJINDIWPJUBLCPLLIBASTATACONSUMChemicalsDiversified
ITC, HUL among 10 FMCG stocks that have tumbled up to 31% in 2026. How many do you have?
negative
ET Markets - Stocks 15d ago

ITC, HUL among 10 FMCG stocks that have tumbled up to 31% in 2026. How many do you have?

FMCG stocks remained under pressure in 2026, with the sector index declining 10% year-to-date amid geopolitical disruptions and inflationary pressures. Most major names, including ITC, Dabur and Godrej Consumer Products saw sharp declines, while Hindustan Unilever and Colgate-Palmolive showed relative resilience.

COLPALCONSUMERDABURGANESHCPGODREJCPGODREJINDHINDUNILVRITCJUBLCPLLIBASSHANTHALATATACONSUMChemicalsDiversified
Waka Waka! Indian consumer giants seek to roar louder in Africa
positive
ET Markets - Industry 16d ago

Waka Waka! Indian consumer giants seek to roar louder in Africa

Indian consumer firms are significantly boosting investments in Africa, shifting from market entry to large-scale operations. Driven by a young population and underpenetrated markets, beverages, hair care, and personal care sectors are showing robust growth. Companies, such as GCPL, VBL, Dabur India and Marico are prioritizing local manufacturing and distribution, viewing Africa as a crucial long-term growth engine despite currency volatility and retail fragmentation.

BAJAJCONCONSUMERDABURHDFCGROWTHLTGILTBEESMAGSONMARICORETAILSDREAMSV2RETAILVBLConsumer ServicesFast Moving Consumer Goods
Consumer goods companies chart new manufacturing and sourcing course as West Asia crisis hits supply chain
negative
ET Markets - Industry 40d ago

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.

BMETRICSBRITANNIACONSUMERDABUREMAMILTDGANESHCPGODREJCPIWPJUBLCPLLIBASSKMEGGPRODTATACONSUMTATATECHTVSSCSChemicalsFast Moving Consumer Goods
GST gains eroded by Gulf war: Dabur CEO Mohit Malhotra
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ET Markets - Industry 54d ago

GST gains eroded by Gulf war: Dabur CEO Mohit Malhotra

Dabur's CEO Mohit Malhotra says the West Asia war has impacted the gains from GST measures. The company is raising prices and acquiring digital brands. Inflation has surged due to the conflict. Dabur expects value growth to continue for two quarters. Rural markets are a key focus. The company is also investing in smaller brands through Dabur Ventures.

DABURFOCUSMOHITINDRBAVALUEConsumer DurablesConsumer Services
Stocks To Watch Today: Bajaj Auto, Paytm, Godrej Consumer Products, Bharat Forge, Dabur, Biocon & More
neutral
NDTV Profit 65d ago

Stocks To Watch Today: Bajaj Auto, Paytm, Godrej Consumer Products, Bharat Forge, Dabur, Biocon & More

Here's a look at stocks that are likely to be in focus during the trading session on Thursday.

BAJAJ-AUTOBAJAJCONBHARATFORGBIOCONCONSUMERDABURFOCUSFORGEAUTOGANESHCPGODREJCPGODREJINDJUBLCPLLIBASMBAPLPAYTMTATACONSUMAutomobile and Auto ComponentsChemicals
Herjit Bhalla takes over as CEO of Dabur
positive
ET Markets - Industry 78d ago

Herjit Bhalla takes over as CEO of Dabur

Dabur India has appointed Herjit S. Bhalla as its new chief executive officer for the India business. This change is effective April 23, 2026. Mohit Malhotra will now serve as the global chief executive officer. Bhalla previously held a senior role at Hershey Company. This leadership transition follows a trend of executive changes across various consumer companies in India.

CONSUMERDABURGLOBALMOHITINDConsumer ServicesFast Moving Consumer Goods
Dabur shares fall after top-level management rejig
neutral
CNBC TV18 - Markets 143d ago

Dabur shares fall after top-level management rejig

Dabur India has appointed former Hershey executive Herjit S Bhalla as CEO – India Business, while elevating Mohit Malhotra to the role of Global CEO.

DABURGLOBALMOHITINDConsumer ServicesFast Moving Consumer Goods
Dabur elevates Mohit Malhotra as Global CEO; appoints Herjit Bhalla to lead India business
neutral
CNBC TV18 - Markets 143d ago

Dabur elevates Mohit Malhotra as Global CEO; appoints Herjit Bhalla to lead India business

Dabur India Limited appoints Mohit Malhotra as Global Chief Executive Officer and Herjit S Bhalla as Chief Executive Officer - India Business, following steady Q3 growth driven by rural demand.

DABURGLOBALMOHITINDConsumer ServicesFast Moving Consumer Goods
Stocks to Watch Today: HDFC Bank, Yes Bank, Dabur, Senco Gold, Nykaa, Shakti Pumps, GK Energy, Rubicon Research, Manappuram, Enviro Infra in focus on 06 July
positive
Moneycontrol NaNd ago

Stocks to Watch Today: HDFC Bank, Yes Bank, Dabur, Senco Gold, Nykaa, Shakti Pumps, GK Energy, Rubicon Research, Manappuram, Enviro Infra in focus on 06 July

Stocks to Watch, 6 Jul: Stocks like HDFC Bank, Kotak Mahindra Bank, IndusInd Bank, Yes Bank, CreditAccess Grameen, RBL Bank, IDBI Bank, FSN E-Commerce Ventures Nykaa, Senco Gold, Dabur India, Godrej Consumer Products, GK Energy,Shakti Pumps (India), Innovision, PTC India, and Bliss GVS Pharma will be in focus on July 6.

ALPHABANKINDIABANKNIFTY1BLISSGVSCHEMICALCLEANMAXCONSUMERCREDITACCDABURENERGYENVIROFOCUSGANESHCPGKENERGYGODREJCPGODREJINDGOLD1HDFCBANKHDFCGOLDHDFCNIFBANHDFCPSUBKHDFCPVTBANIDBIINDUSINDBKINFRAINNOVISIONJUBLCPLKOTAKBANKKPELLIBASLIQUID1MANAPPURAMMID150M&MMNCMOMENTUM30MSCIINDIANEXT50ETFNIFTY100EWNYKAAPSUBANKPTCPTCILQUALITY30RBLBANKRUBICONSENCOSHAKTIPUMPSILVER1SPARCTATACONSUMYESBANKAutomobile and Auto ComponentsCapital Goods