FMCG Stocks News
Q4 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 2025Marico’s margin pain will linger for some time
Gross margin slipped 300 basis points year-on-year to 48.6% in Q4. Ebitda margin shrank 236 bps to 16.8%—the lowest in two years—as copra and vegetable oil prices stayed stubbornly high.
3 min read7 May 2025Marico Q4 Results: Profit rises 8% to ₹343 crore, volume growth beats estimates; dividend declared
Marico reported a 7% domestic volume growth in Q4FY25, exceeding estimates, with revenues at ₹2,068 crore, a 23% YoY increase. Despite margin pressures, the company forecasts improved growth trends supported by strategic initiatives and favorable market conditions.
2 min read2 May 2025Britannia, Tata Consumer to HUL: 14 Nifty FMCG stocks rally up to 30% from March lows. What's behind the surge?
FMCG 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 2025Hindustan Unilever: Profit margin takes a back seat to growth
The FMCG giant plans to step up investments in advertising & promotion, trade channel spends and brand development across segments. As such, it expects Ebitda margin to be in the range of 22-23%, which is 100 basis points lower than its earlier guidance.
3 min read25 Apr 2025Recommended stocks to buy today: Top stock picks by market experts for 21 April
Recommended stocks to buy: Discover the top stocks picks by market experts Raja Raja Venkatraman, Ankush Bajaj, and MarketSmith India for Monday, 21 April.
4 min read21 Apr 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 2025Stock to buy: Axis Securities recommends Jyothy Labs as its pick of the week; sees up to 10% upside
Jyothy Labs' shares have surged 23% in four sessions, driven by value buying at lower levels and RBI rate cuts. Axis Securities maintains a 'Buy' rating with a target price of ₹405, citing positive growth initiatives and improving margins, projecting 8-9% CAGR in revenue and earnings through FY27.
2 min read15 Apr 2025FMCG's Q4 woes: Why India's consumer goods giants are expecting a dull quarter
Gross margin pressure is expected across the board for HUL, Nestle, Marico, Dabur and others, reflecting the pain from higher input costs and lacklustre revenue growth.
3 min read7 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 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