In the latest edition of Mint's Q4FY25 earnings coverage, we analyse sectoral performances. We begin with the FMCG sector, which continues to navigate the challenges of a persistent consumption slowdown but holds an unexpected card.
2 min read8 May 2025FMCG stocks have rallied in April, driven by positive investor sentiment and government measures boosting consumption. Analysts anticipate a strong recovery in earnings growth in FY26, with valuations now reasonable after previous selling pressure in the sector.
3 min read28 Apr 2025Analysts expect HUL to post among the weakest volume growth in the sector once again. Rural recovery is slow, input costs remain high, and consumer downtrading is visible in smaller packs.
3 min read23 Apr 2025ITC’s consumer businesses are struggling. Moreover, it has its own frozen meats and seafood brand, ITC Master Chef. It also runs a chain of delivery-first North Indian restaurants called Master Chef Creations. So what was its rationale for acquiring Meatigo and Prasuma?
10 min read18 Feb 2025The ongoing talks between ITC and Orkla may not conclude with a deal, but the majority-stake-sale option is being explored
4 min read13 Feb 2025Rural markets in India are witnessing an impressive 7% increase in distribution of packaged products, defying urban trends. FMCG giants like Zydus Wellness and Godrej are ramping up their efforts to cater to this burgeoning demand by introducing smaller, affordable product sizes.
3 min read24 Dec 2024Due to the rise in commodity inputs like palm oil, coffee and cocoa were also prominent, and some FMCG companies has hinted a price hike, reported the news agency PTI on Sunday.
4 min read3 Nov 2024A report by Deloitte says these companies have pivoted their M&A strategies from diversification to strengthening their core businesses as they focus on profitability amid rising inflationary pressures and competition.
3 min read7 Oct 2024With the December quarter earnings almost over and elections as the next major trend, let's analyse between Nifty Finance and Nifty FMCG, which sector has better long-term investment opportunities?
5 min read16 Feb 2024The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared