FMCG Sector News
HUL, Nestle lag as FMCG volumes stay weak—what could drive a 2025 rebound?
In the last few years, India’s FMCG sector missed the bull market, and then failed to live up to its defensive billing during the market correction. The March quarter wasn’t great either—HUL, Nestle, Britannia posted muted results. Where do these companies go from here?
10 min read9 Jun 2025Stocks to buy: HUL, Godrej Consumer to Emami - Anand Rathi’s top FMCG stock picks after Q4 results 2025
Stocks to buy: Anand Rathi’s preferred stock picks in the FMCG space include Hindustan Unilever (HUL), Godrej Consumer Products, Emami, Zydus Wellness, and Mrs. Bectors Food Specialities.
2 min read4 Jun 2025HUL confident of growth in FY26 amid improving demand, lower prices
Hindustan Unilever anticipates monetary stimulus, lower inflation, and agricultural growth to drive growth in FY26. The company reported a turnover exceeding ₹60,000 crore for FY25 and a 5% rise in profit.
4 min read30 May 2025PepsiCo India reports ₹884-crore profit after tax in 2024 after shifting to calendar year
The previous filing was for a nine-month period – April 2023 to December 2024 – during which the company clocked consolidated revenue of ₹5,954.16 crore and a profit of ₹217.26 crore.
3 min read28 May 2025Q4 earnings watch: Demand slowdown puts FMCG’s ‘fast-moving’ tag to test
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 2025India's FMCG industry clocks 11% growth in March quarter on higher edible oil prices
Rural markets continued to drive growth in the March quarter, while metros dragged down urban volume performance, NielsenIQ said in its quarterly snapshot on Thursday.
3 min read8 May 2025Is this sector the ultimate defence against markets crashes and economic turmoil?
A common strategy when markets are choppy or the economy is slowing is to move a significant part of one's portfolio into a defensive sector. The catch is that you need to get in early to avoid overpaying. The good news? This safe-haven sector may still be undervalued.
5 min read15 Apr 2025FMCG Sector: Recovery delayed, not denied, says Phillip Capital; lists 4 top picks ahead of Q4 results
India's FMCG sector has struggled in the last five years, with Q4FY25 results expected to be weak. Phillip Capital remains cautiously optimistic for FY26, citing potential recovery driven by macro factors and increased consumption. Key picks include GCPL, Marico, Tata Consumer, and Britannia.
4 min read11 Apr 2025Tata Consumer, HUL to Nestle: Kotak cuts target prices for 8 FMCG stocks amid weak earnings outlook for the sector
Analysts foresee continued weakness in urban consumer demand, impacting FMCG growth for the next few quarters. Inflation in commodities like palm oil is expected to pressure margins, leading to lowered earnings estimates for companies like Hindustan Unilever, Nestlé, and GCPL.
2 min read25 Mar 2025Quick commerce is rocketing. So, are kiranas on the way out?
Quick commerce strikes at the heart of the kirana business—groceries and daily staples. By sourcing directly from manufacturers like ITC or Hindustan Unilever, the sector can cannibalize juicy margins the traditional retail shop keeps. Here’s what our analysis of government data tells us.
8 min read2 Jan 2025Popular Topics
Budget
The 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