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GST CUTS FMCG
ITC's packaged foods business crosses $2 billion in revenueITC's packaged food business soared past $2 billion in FY26, with overall FMCG consumer spending reaching Rs 37,000 crore. This growth was ...
No slowdown yet, but inflation and El Niño are risks: ITC's Sanjiv PuriITC Chairman Sanjiv Puri revealed plans for a Rs 20,000 crore investment over the medium term, including hotel expansion. He highlighted st...
India's consumption story coming back to life and the timing couldn't be better: Ashi AnandIndian consumers are set for a strong recovery. Falling interest rates and potential oil price drops are boosting confidence. Tax cuts are ...
Nifty upside limited, but stock-specific opportunities remain: Pramod AmtheIndian equities face headwinds from inflation and monsoon uncertainty, yet opportunities exist. Pramod Amthe of InCred Capital highlights s...
Consumer goods majors eye stronger sales as inflation pushes both volumes and pricesConsumer goods companies anticipate stronger sales growth. Inflation from the West Asia conflict is expected to boost both product volumes ...
Small packs make big gains as budgets shrink and costs riseWith inflation on the rise, Indian shoppers are favoring compact product packaging. This shift not only reflects changing consumer habits b...
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...
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 ...
GST gains eroded by Gulf war: Dabur CEO Mohit MalhotraDabur's CEO Mohit Malhotra says the West Asia war has impacted the gains from GST measures. The company is raising prices and acquiring dig...
Crude-linked energy crisis, softer monsoon may slow FMCG growth in 2026: ReportIndian FMCG volume growth is expected to slow down this year. Geopolitical tensions and a potential below-normal monsoon are key concerns. ...
India remains on a credible growth path despite fragmented global landscape: N ChandrasekaranIndia shows strong economic growth amidst global uncertainty. This is fueled by its young population, digital advancements, and government ...
India's monthly household basket may feel the heat of rising fuel costsConsumer goods prices may rise soon. Higher fuel costs from the West Asia conflict will increase shipping and production expenses. Companie...
Sandip Sabharwal remains bullish on FMCG, retail and defence themesIndian equity markets are poised for a potential rally driven by strong corporate earnings and resilient consumer demand, according to mark...
Election cash doles may trigger short-term consumption boost in apparel, smartphones, liquor: CEOsCash handouts from recent state elections are expected to boost spending on items like apparel, smartphones, and electronics. Consumers, es...
Nestlé India flags Iran war risks, holds prices amid cost pressuresNestle India faces economic challenges including the Iran war, inflation, and a weak monsoon prediction. The company is increasing advertis...
Markets overlooking macro stress, says Kunal Vora amid oil and currency shockDespite a calm surface, Indian equity markets face mounting macroeconomic pressures from rising crude oil prices and a weakening rupee. Exp...
Market remains stock-specific as earnings divergence widens across sectors: Dharmesh KantMarket expert Dharmesh Kant highlighted strong numbers for Bajaj Finance, though macro headwinds may impact near-term performance. He expre...
Nestle India shares jump 3% after strong Q4. What are Macquarie, Nomura, other brokerages saying?Nestlé India shares rose on a strong Q4 beat, with brokerages highlighting robust volume-led growth and margins, though most maintain neutr...
Iran war: HUL hikes prices of Dove, Pears, Surf, Red LabelHindustan Unilever Limited has increased prices for its soap products. This move is a response to escalating costs of raw materials and pac...
Passing on GST cut: National Anti-Profiteering Authority may not object to higher quantities over lower pricesFMCG cos that raised the quantity of their packaged products instead of reducing prices can breathe easy as NAPA will accept higher grammag...