FMCG PACKAGING
Dabur Global CEO Malhotra Resigns, as leadership churn in legacy FMCG companies continues
The move cycles continued churn in top-tier legacy FMCG leadership, amid uneven demand trends, intense competition from regional and digital-first rivals, inflationary trends and a volatile geopolitical environment.
ITC shares jump 6% in two days after Q2 results. More upside ahead?
ITC shares rose to Rs 283.5 apiece on NSE on Wednesday morning, the highest level seen by the stock in nearly three months. The stock has now recovered more than 12% in five sessions after hitting a 52-week low of Rs 253 apiece in late October.
ITC shares rise 2% after Q2 results. What are Jefferies, Nuvama and others saying?
ITC shares gained 2% despite an 18.5% year-on-year decline in Q2 net profit, as higher taxes and falling cigarette earnings weighed on profitability. However, its FMCG business delivered strong growth. Jefferies, Nuvama, Emkay and DAM Capital remain positive on the stock, with target prices ranging from Rs 300 to Rs 355.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%
Oil prices matter to the Indian economy, and the market responded with a smart rally as Brent crude cooled significantly on Monday. The rally was broad-based and involved all segments. But too much should not be read into one day’s showing. The thing to watch remains the results of the US mid-term elections which will be known in India through Wednesday. It will decide which way the market will move in the coming days and weeks.
ITC Q2 Results: Profit falls 18% to Rs 4,229 crore, revenue rises 5%
ITC Q2 Results: ITC Ltd reported an 18.5% decline in consolidated net profit for the September quarter on Monday as a sharp fall in earnings from its cigarette business weighed on overall profitability despite strong growth in its FMCG, agriculture and paper businesses.
Mold-Tek Packaging shares surge 17% as Q2 FY 27 profit jumps 35% YoY to Rs 21 crore
Mold-Tek Packaging shares surged nearly 17% after the company reported a 35.5% YoY rise in Q2 FY27 net profit and 30.5% revenue growth. Strong pharma and FMCG packaging volumes supported performance, while new product launches and expansion plans strengthened its growth outlook.
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JioHotstar launches StreamToCart Ads, enabling in-stream shopping through Instamart
Introducing a game-changer in digital advertising, JioHotstar has launched StreamToCart Ads, an interactive format that merges streaming with online shopping. Viewers can now browse and directly add products to their shopping carts without interrupting their viewing, consequently boosting user engagement. Advertisers are empowered to monitor user behaviors from impressions to purchases, optimizing their marketing strategies.
ITC Q2 Results Preview: Profit seen falling nearly 30% YoY as cigarette tax hikes bite
ITC is expected to report a weak Q2, with brokerages forecasting an 8% decline in cigarette volumes and a drop of up to 29% in cigarette operating profit following tax hikes. Nuvama expects consolidated revenue to fall 3% YoY and EBITDA to decline 20%. Growth in FMCG and paper businesses could provide some support against the pressure.
ITC, RIL, HDFC Bank among top laggards as Nifty falls over 12% in 2026: Time to buy beaten-down stocks or wait for a recovery?
In 2026, the Nifty 50 index faced significant drops, with 34 out of 50 stocks plummeting by as much as 34%. Analysts believe that the sell-off is driven by foreign institutional investor exits and a conservative outlook on earnings. This decline presents potential opportunities for long-term investors as valuations dip below historical norms.
Brands need to shift to ‘Bharat-first’ strategy as digital usage grows
To effectively connect with rural customers, brands should embrace a 'Bharat-first' advertising philosophy. Digital channels are increasingly shaping the shopping behaviors of younger rural populations, with influencer marketing playing a pivotal role, particularly among female consumers. The integration of AI features alongside social media enhances the flow of product knowledge in these areas.
Hindustan Unilever Limited backs FSSAI labelling norms for food products high in fat, salt and sugar
Hindustan Unilever Ltd (HUL) has expressed support for the Food Safety and Standards Authority of India's (FSSAI) proposed food labelling requirements. These requirements aim to enhance transparency for consumers regarding nutrition information. Managing Director Priya Nair emphasised that HUL is well prepared to comply with these regulations. The planned front-of-pack nutrition labelling will alert consumers about high levels of sugar, salt, or fat.
HUL Q2 Results: Net profit rises 4% YoY to Rs 2,790 crore; Rs 19/share dividend declared
HUL Q2 Results: Hindustan Unilever reported a 4% year-on-year rise in Q2 FY27 net profit to Rs 2,790 crore, while revenue grew 15% to Rs 18,226 crore. The FMCG major declared an interim dividend of Rs 19 per share and expects performance to improve in FY27, though near-term commodity inflation remains a concern.
Hindustan Unilever looks to stronger FY27, but commodity inflation threatens to squeeze margins
Hindustan Unilever expects commodity inflation to continue impacting margins in the near term. The company anticipates better growth in FY27 due to strategic portfolio and channel transformations. In its recent financial result, HUL reported a 15% underlying sales growth and an 8% increase in EBITDA. The Home Care and Beauty segments led the growth with double-digit increases in sales and volume.
AWL Agri Business experiences 2% profit drop, emphasises growth in packaged food and exports
AWL Agri Business has reported a 2% decline in consolidated net profit for the September quarter. Revenue from operations, however, increased by 26.1%, reaching ₹22,270 crore. The company's food and FMCG business saw significant growth, with a 32% year-on-year rise in revenue. AWL plans to focus on expanding its packaged food offerings and entering new markets. Additionally, the company aims to develop the pulses category, which presents attractive profit margins.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
At this juncture, what companies say about their Q2 results, and their outlook for Q3 and Q4, matters a great deal – but only to a certain extent. A company can plan only for what is in its control. No management can predict what the US President will decide, or which way the trouble in the Gulf will turn next.
India Inc eyes a festive boom, but the bottom line holds a twist
Festive shopping is currently gaining momentum with significant sales in both online and offline markets. Companies are experiencing increased demand but are also facing rising costs that impact profitability. Many consumers are driven by discounts and affordable payment options during this festive season. Businesses are adapting pricing strategies to balance consumer affordability with input cost pressures.
FMCG brands turn up the volume on ads as costs and scrutiny rise
Multiple packaged goods companies are increasing their advertising expenditures to maintain consumer demand amid rising inflation. Nestle India reported a significant rise in ad spending during the September quarter to enhance brand trust. Regulatory scrutiny from the FSSAI has prompted brands to emphasize safety and integrity in their advertising. Influencer-led marketing efforts are expected to grow significantly during the upcoming festive season.
PepsiCo India expects festive snack sales to match last year as new launches roll out
PepsiCo India anticipates steady growth in festive snack sales driven by innovative product launches and a focus on e-commerce. The company aims to expand its ready-to-eat snack range to align with consumer preferences during the festive season. SLMG Beverages, the largest Coca-Cola bottler in India, reports significant sales growth due to Diwali gift pack demand. Both companies are addressing rising input costs while focusing on consumer affordability.
Festive demand likely to fire up temporary factory hiring
This festive season, India's manufacturing sector is projected to create around 100,000 temporary jobs. Major drivers of this increase include demand for consumer goods, automobiles, and electronics. Hiring activity is expected to rise by 15 to 20 percent across various industries. Temporary roles will be in high demand, especially within fabrication, CNC operations, and assembly lines. Companies are offering various incentives to attract and retain seasonal workers during this period.
FMCG firms grapple with input cost inflation in Q2, brace for margin pressure in H2
FMCG companies are experiencing increased margin pressure as input costs continue to rise. Rising inflation is affecting profitability, forcing firms to consider price hikes after the festive season. Companies are currently absorbing some costs to maintain consumer demand in urban and rural markets. The expectations for the second half of FY27 remain cautious amidst fluctuating commodity prices. Consumer purchasing behavior may shift if food prices increase or rural incomes decline.
FMCG stocks lost their tag of defensive stocks, will they get it back? 7 FMCG stocks with an upside potential of up to 32%
Those who have been following the market for long know this: When there is nervousness on the street, money instinctively moves towards a particular sector. That is the one with companies that sell soaps, biscuits, tea – all the everyday things that people buy whether the news is good or bad. Yes, we are talking about the FMCG sector.
Festive cheer is high, but shoppers are counting every rupee
Consumers are maintaining festive spending but are focusing on value and utility as shopping habits evolve. Clothing remains the top category, while online sales are increasing, particularly among tier-2 and tier-3 cities. However, there is caution in purchasing patterns for high-priced items like jewellery and gold. Demand for groceries and fast-moving consumer goods is expected to grow during the festive season.
CKK Retail Mart proposes a 5:1 bonus issue; increase in authorised capital
CKK Retail Mart has announced plans to issue bonus shares in a ratio of 5:1 for existing shareholders. The company intends to increase its authorised share capital significantly from Rs 20 crore to Rs 117 crore.
High crude vs festive demand: Can consumption stocks withstand the oil shock?
As the festive season approaches in India, high crude oil prices stir worries over profit margins for companies across sectors like FMCG and apparel. With input and logistics costs rising, analysts indicate that while consumer spending could increase, the burden of elevated crude prices might pressure profit margins. Larger, established brands may adapt more easily than smaller firms, leaving a challenging equation between cost absorption and maintaining market position.
RPSG Group appoints Harshad Jain as CEO of FMCG business
Harshad Jain will join the RP-Sanjiv Goenka Group as the chief executive officer of its FMCG business. He brings over 35 years of diverse leadership experience in various industries such as aviation and telecommunications. Jain has previously held significant roles at companies including PepsiCo India and Bharti Airtel Ltd. His areas of expertise encompass business transformation, sales and marketing, and profit management.
From paneer to pizza, FSSAI puts India’s ₹200 lakh crore consumer boom to the test. Who pays?
The FSSAI's escalated enforcement in consumer sectors in India has led to increased compliance costs for companies. Many brands are now reevaluating their product claims and formulations as they face regulatory pressure. This heightened scrutiny could lead to rising operational costs and may require pricing changes for consumers. The increased compliance standards will likely benefit organized companies while posing significant challenges for smaller, unregulated businesses over time.
FMCG revenues to rise in Q2, but costs could dent margins
India's FMCG sector is poised for a substantial revenue boost in the upcoming September quarter, with growth projected in double digits. This rise is attributed to an increase in both product volume and strategic pricing tactics across diverse categories. However, the ongoing surge in raw material costs, particularly for items like sugar and edible oils, may exert pressure on profit margins.
Have Money, Will Buy! Festive online sales off to fine 'premium' start
During the festive season, demand for premium goods has seen significant growth on e-commerce platforms. Sales have increased by 40% compared to last year, driven by consumers upgrading their purchases. Quick-commerce platforms have also experienced higher transaction values, particularly in urban areas. While mass-market demand has softened due to rising prices, premium products continue to perform well.
FMCG companies face a Q2 margin squeeze: Rising crude oil, palm oil and packaging costs threaten profits despite demand recovery
FMCG companies are likely to face operating margin pressure in the September quarter of FY27 due to rising crude-linked derivatives, palm oil, sugar and other input costs. While companies such as Marico and Dabur expect double-digit revenue growth, profitability may be affected by inflation and uneven monsoon conditions. Businesses are relying on price hikes, favourable product mix and cost-saving measures to offset rising expenses.
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