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 2025FMCG stocks gained momentum last week, snapping a four-week losing streak, with the Nifty FMCG index rising 2.37%. However, the index remains down 22% from its September peak, reflecting ongoing challenges in urban consumer demand and rising input costs amid a sluggish economy.
3 min read10 Mar 2025Varun Beverages’ stock dropped 7% to ₹511.15 as operating expenses rose significantly during Q4CY24. Despite strong revenue growth and profit increase, raw material costs and a rise in finance and depreciation expenses affected the company’s net profit.
2 min read11 Feb 2025Tata Consumer reported a 5% decline in consolidated net profit for Q3 FY25, totaling ₹299.75 crore, down from ₹316 crore in the same quarter last year.
1 min read30 Jan 2025Rural demand shows promise, but urban weakness and muted volumes continue to weigh on consumer staples. As Q3 results loom, all eyes are on price hikes, margins, and government actions to revive the consumption cycle.
3 min read7 Jan 2025Long-term investment decisions between Nifty IT and Nifty FMCG indices depend on risk tolerance. In 2024, Nifty IT outperformed with a 22% gain, while Nifty FMCG saw a slight decline. Experts favor IT for better growth opportunities, driven by demand for digital transformation and cloud services.
3 min read1 Jan 2025For upper middle class, 2024 was a year of aspiration & luxury consumption. The rest of India struggled with high inflation, elevated interest rates & tighter credit conditions. But many experts now anticipate a rebound in broad-based consumption, which has implications for many sectors & investors.
10 min read1 Jan 2025The Nifty 50 closed down by 0.08%, settling at 23,734, while the Sensex ended with a minor 0.09% drop at 78,467. Nifty Metal emerged as the top laggard, dropping 0.83%. In contrast, Nifty Auto stocks managed to close in the green with a gain of 0.57%.
3 min read24 Dec 2024The FMCG sector faced significant volatility in CY24, with a 9% decline early in the year, followed by a 25% mid-year recovery. However, losses in October and November brought the index down nearly 1% year-to-date, risking an annual decline.
4 min read18 Dec 2024The Nifty 50 fell 0.31% to close at 24,609, while the Sensex declined 0.23%, settling at 81,520. However, mid-cap and small-cap stocks continued their winning streak.
3 min read9 Dec 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