Market News
Stay updated with the latest market trends, earnings, and economic indicators.
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.

'Microbiological Contamination': Dabur India Plant Gets Red Flag From US FDA Over Maintenance Lapses
The regulator identified multiple deficiencies at the Dabur India plant located in Dadra and Nagar Haveli.
U.S. drug regulator flags data integrity, maintenance lapses at Dabur India plant
The U.S. FDA has identified significant data integrity and manufacturing lapses at a Dabur India plant following a January inspection. Findings revealed risks of microbiological contamination, falsified records, and the presence of live birds and droppings in a raw material warehouse. Management also failed to review production records before batch release.

Buy, Sell Or Hold: Voltas, HUL, BHEL, Varun Beverages, Dabur And CDSL — Ask Profit
Market experts share their insights on fundamentals and technical levels for key stocks.
As competition hots up, consumer brands step up Q-Comm spends for better screen presence
Consumer brands are significantly increasing spending on quick commerce platforms for premium listings and enhanced SEO to combat rising competition. This strategy aims for immediate, high returns, with companies like Dabur and Amul reporting substantial growth driven by these digital collaborations and platform-specific product launches.
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.
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.
India's monthly household basket may feel the heat of rising fuel costs
Consumer goods prices may rise soon. Higher fuel costs from the West Asia conflict will increase shipping and production expenses. Companies like Dabur India and Marico have already raised prices. Further increases are being considered by Nestlé India and Hindustan Unilever. This could affect consumer spending, especially in rural areas.
India's monthly household basket may feel the heat of rising fuel costs
Consumer goods prices may rise soon. Higher fuel costs from the West Asia conflict will increase shipping and production expenses. Companies like Dabur India and Marico have already raised prices. Further increases are being considered by Nestlé India and Hindustan Unilever. This could affect consumer spending, especially in rural areas.
Dabur India jumps Q4 PAT climbs 15% YoY to Rs 369 cr
Dabur India gained 3.80% to Rs 487.90 after the company reported 15.14% jump in consolidated net profit to Rs 368.60 crore on 7.35% increase in revenue from operations to Rs 3038.02 crore in Q4 FY26 over Q4 FY25.
From soaps to biscuits, your grocery bill may be headed higher again
Dabur India anticipates price hikes in Q1 FY27 due to persistent inflationary pressures, particularly in packaging materials, driven by Middle East tensions. This follows a 4% price increase already implemented. Other FMCG majors like HUL also face rising component and packaging costs, signaling a challenging cost environment despite recovering demand.
Dabur’s home and personal care biz shines, but overall growth is modest
According to estimates, Dabur's Ebitda margins could improve over 19% by FY28, although this still depends heavily on raw material inflation and rural demand recovery.