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FMCG INDUSTRY CHALLENGES
Packaging firms remain upbeat on FY27 growth despite raw material volatility amid West Asia crisisDespite these disruptions, companies like EPL Ltd, Uflex, and TCPL Packaging remain optimistic about FY27 growth, driven by strong domestic...- ITC shares fall 3% to fresh 52-week low; Motilal Oswal sees more pain aheadITC shares fell to a fresh 52-week low on Wednesday as investors reacted to steep tax hikes on cigarettes under the new GST 2.0 regime. Bro...
- Markets poised for a positive run if geopolitical risks ease: Ambareesh BaligaMarket veteran Ambareesh Baliga sees Indian equities well-positioned if geopolitical tensions ease and macro conditions remain supportive. ...
- For a match made in retail heaven, friction on earth can be realQuick commerce is transforming Indian retail. Platforms like Blinkit and Zepto now drive a significant portion of online sales for major FM...
- Petrol, diesel prices hiked by Rs 7.5 per litre since Iran war: Here’s how it will impact your daily lifeFuel prices are rising again, making travel and goods more expensive. This impacts transporters, supply chains, and household budgets. Oil ...
- India’s TV industry faces deeper pressure as viewers, advertisers move onlineIndia's television industry is facing significant challenges. Advertising demand is slowing, and fewer people are subscribing to pay-TV. Vi...
- West Asia conflict may dent India Inc profitability by 200 bps: CrisilA prolonged West Asia conflict poses a risk to India Inc's profitability. Crisil Ratings predicts a significant drop in operating margins d...
- Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
- How smart supply chain solutions are redefining B2B procurementProcurement has evolved into a strategic business driver, moving beyond its traditional support role. Modern enterprises are adopting intel...
- India’s Factories Are Digitizing - Intelligence is the Next FrontierIndia’s manufacturing sector is at a critical turning point where the challenge is no longer generating data, but transforming that data in...
- Delhi Chakka Jam live updates: Why drivers are on strike today in NCR; Check areas affected in Delhi, Noida, Gurugram, Ghaziabad and NCRDelhi Chakka Jam News: A three-day transport strike has started today across Delhi-NCR. Commercial vehicle drivers are protesting rising fu...
- Geopolitical tensions keep markets nervous despite strong earnings: Dipan MehtaGeopolitical tensions, particularly the Iran crisis, are overshadowing strong corporate earnings, according to Dipan Mehta. While India Inc...
- $100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...
- Why India’s EV logistics push has a missing link, and what can fix itIndia's logistics sector is rapidly adopting electric vehicles to cut costs and emissions, driven by government support and environmental c...
- From soaps to biscuits, your grocery bill may be headed higher againDabur India anticipates price hikes in Q1 FY27 due to persistent inflationary pressures, particularly in packaging materials, driven by Mid...
- FMCG recovery real but modest, banking margins face pressure, power sector demand unstoppable: Anand TandonIndia's earnings season reveals a steady, albeit unspectacular, recovery. FMCG sees rural demand lift, but growth remains modest. PSU banks...
- Britannia shares fall 5% despite decent Q4 show. Do Morgan Stanley, Nomura see any upside?Britannia Industries shares dropped significantly even as the company reported a profit increase. The FMCG major's fourth-quarter earnings ...
- HUL to take calibrated price hikes amid cost pressures; demand situation stable: CEO Priya NairHindustan Unilever will implement calibrated price increases to counter rising input costs, focusing on volume-led growth. The company rema...
- Marico, Radico Khaitan in focus as FMCG navigates inflation-led challengesIndia's FMCG sector navigates inflation. Input costs are rising, impacting margins. Companies are adjusting prices. Past cycles show resili...
- Rising input costs continue to pressure Reliance’s O2C business: Yogesh PatilReliance Industries navigates tough market conditions. Refining margins face volatility due to rising costs. Global crack spreads show impr...
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