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ITC's packaged foods business crosses $2 billion in revenue
ITC's packaged food business soared past $2 billion in FY26, with overall FMCG consumer spending reaching Rs 37,000 crore. This growth was fueled by premium product launches and a favorable tax environment. While the food segment remains the largest FMCG contributor, other businesses saw modest gains. The company faces challenges from increased cigarette taxation but remains optimistic about its market position.
Chart Beat: Q1FY27 growth seen steady for consumer staples—but it’s still a pricing story.
Nomura analysts expect aggregate revenue growth of 10.4% year-on-year for consumer staples companies under their coverage in Q1FY27.
I can hurt, but I can't win: The reality of India's D2C insurgents
India's new-age consumer brands are rapidly disrupting markets, with revenues soaring. However, a significant challenge persists: while creating a challenger brand is easier, building a large-scale, enduring business remains incredibly difficult. Most brands struggle to cross key revenue milestones, highlighting the immense gap between niche disruption and market dominance. Incumbents' established advantages continue to pose a formidable hurdle for these emerging companies.
Can AI Really Shop, Book Flights And Manage Your Money? BofA Has Doubts
Bank of America says AI assistants could handle shopping, travel and money tasks, but deep-rooted consumer habits may slow adoption in India.
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.
India can still build AI winners despite US, China lead, says Accel's Subrata Mitra
Accel is deploying capital across AI, consumer, fintech and manufacturing from its $650 million eighth India fund launched in January 2025.
Apple Hikes MacBook, iPad Prices By 20-42%: Check Revised India Rates
Price increases for consumer electronics are already widespread across the industry.
Six In 10 Indians Want Personal AI Agents, Highest In Asia-Pacific, Report Finds
India tops Asia-Pacific in AI agent adoption as consumer demand surges
Consumer durables retailer Sathya Agencies gets Sebi nod for ₹600-cr IPO
The South India-based consumer durables retailer plans to raise ₹600 crore through a fresh issue and an offer for sale to fund an acquisition, repay debt and meet corporate needs
India's AI infrastructure opportunity is being underestimated, says Abhay Laijawala
Abhay Laijawala, MD & CIO-India at Lighthouse Canton, believes key concerns weighing on India—including oil prices, currency stability and the perception that India lacks an AI story—are turning into tailwinds. He argues investors are overlooking India's role in the global AI infrastructure buildout, spanning data centres, power, cooling systems and capital goods. Laijawala is positive on engineering, capital goods and textiles, while remaining cautious on consumer staples due to El Niño risks.
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.
Alpha Wave sells entire 1.9% stake in Delhivery; stock falls over 2%
Global investment firm Alpha Wave Global has divested its entire 1.93% stake in logistics giant Delhivery for Rs 665 crore. This significant exit saw the firm offload over 1.44 crore shares. In related news, venture capital firm Nexus Venture Partners also sold a substantial stake in Delhivery, while Mirae Asset Venture Investments reduced its holding in logistics firm Shadowfax Technologies.