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FMCG companies ride the heatwave to make cool gains
Intense heatwaves fueled double-digit sales growth for FMCG, white goods, and retailers in the April-June quarter. Companies reported improved operating profits, aided by price hikes, despite rising input costs. While optimistic about consumption, firms are closely watching inflationary trends and El Nino's potential monsoon impact. Summer products saw a significant boost, though some categories faced challenges.
Chips or chocolates, India's brands want you to pay more for a fitter you
From millet chips and protein-rich chocolates to science-backed skincare, FMCG companies are increasingly premiumising everyday products to drive growth beyond volumes. Backed by rising demand for health, nutrition and convenience, brands are leveraging trusted names to launch higher-margin variants, while industry data shows premium categories continuing to outpace the broader market despite concerns over whether healthier claims always translate into better nutrition.
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’s consumer demand remains resilient despite Iran war, inflation pressures; FMCG firms stay cautiously optimistic
Despite geopolitical turmoil and inflation, domestic consumption of essentials and personal care products remains resilient. Company executives express optimism for demand sustenance but advise a cautious approach for the next two to three quarters due to ongoing inflationary pressures and supply chain disruptions.
Quick commerce becomes FMCG's biggest online sales channel in India
Latest data from companies including ITC Ltd, AWL Agri Business, Tata Consumer Products and Parle Products showed quick commerce accounted for 60-75% of their total online sales in FY26, rising sharply from less than half a year earlier.
Melody effect: Wrong 'Parle' stock hits 5% upper circuit for 4th day, up 21% since PM Modi's gift for Meloni
Parle Industries shares hit the 5% upper circuit for the fourth consecutive session amid speculation that investors are mistaking it for unlisted FMCG major Parle Products. The rally comes as social media discussions around PM Narendra Modi’s ‘Melody’ gift to Italy’s Giorgia Meloni fuel renewed attention on the Parle brand name.
Picked wrong Melody? Parle Industries shares hit 5% upper circuit for 3rd day
Parle Industries shares hit the 5% upper circuit for the third straight session after investors mistakenly linked the stock to Melody toffees gifted by PM Narendra Modi to Italy’s Giorgia Meloni. The viral social media moment sparked confusion between listed Parle Industries and unlisted FMCG giant Parle Products, fuelling a sharp rally in the microcap stock.
Cigarette business weakness drags ITC margins in March quarter
ITC's cigarette business saw lower profits in the March quarter due to increased taxes. While other areas like FMCG improved, they could not fully compensate. The company is adjusting prices and products to protect its market share. However, higher taxes may boost illegal cigarette sales. ITC's stock has fallen significantly this year.
FMCG products set to cost more if global pressures persist, hurting consumption
Experts said Indian FMCG products may become costlier due to reduced raw material stocks and rising inflation linked to the Iran-US conflict. Significant price hikes in dairy and staples reflect broader inflationary pressures, while household consumption growth may slow amid economic uncertainty.
Tata Consumer shares soar 7% after better-than-expected Q4 earnings. Here’s what Morgan Stanley & other top brokerages say
Tata Consumer Products shares rose sharply on Monday after strong Q4 earnings beat estimates. Consolidated net profit rose 21% YoY, supported by robust India-branded business performance. Brokerages including Morgan Stanley, Motilal Oswal and Elara Capital remain positive, projecting healthy growth, margin expansion and further upside for the FMCG major.
FMCG companies bracing for another round of price increases amid inflation
Daily-use products such as soaps, detergents, biscuits, packaged foods and beverages are likely to become costlier as FMCG companies prepare calibrated price hikes amid rising crude oil-linked inflation, higher packaging costs and increasing fuel expenses.
Britannia shares fall 5% despite decent Q4 show. Do Morgan Stanley, Nomura see any upside?
Britannia Industries shares dropped significantly even as the company reported a profit increase. The FMCG major's fourth-quarter earnings missed analyst expectations for revenue and volume growth. Supply disruptions in international business due to the West Asia conflict impacted March sales. Despite this, the company sees traction in e-commerce and premium products. Analysts maintain mixed views on the stock's future performance.