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SECTOR | 08 Oct 2025, 07:39PM

FMCG companies indicate mid single-digit revenue growth in second quarter

Business Standard

FMCG majors expect moderate Q2 growth as GST rate cuts and inventory liquidation affect sales; Marico bucks trend with strong pricing-led performance

Axis Direct released a Sector Update report for Consumer Durables on 08 Oct, 2025.

AI-first FMCG startup Meolaa raises $6 mn in Pre-Series A funding

Business Standard | 08 Oct 2025, 06:34PM 1 more

Consumer Durables

SECTOR | 08 Oct 2025, 09:00AM

ETMarkets Smart Talk| Wealth Creators! Domestic consumption and manufacturing are key themes for the next 510 years: Sachin Shah

Economic Times

Sachin Shah of Emkay Investment Managers sees strong growth ahead, driven by domestic consumption and manufacturing. Despite market consolidation, he highlights opportunities in IT, autos, FMCG, and private banking, anticipating a broad-based rally fueled by a virtuous cycle of consumption and capex in the coming years.

Axis Direct released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 07 Oct 2025, 08:53PM

Leading FMCG companies witness disruption in trade in September

Business Standard

Leading FMCG companies have reported disruption in trade in September on account of implementation of new GST slabs, which in turn impacted revenue and profitability in the second quarter. Major players including HUL, Dabur and Marico, continued their momentum in July and August with a stable demand trends. However, in September, they had to absorb the transitory impact of disruption in trade channels on account of GST reforms and one of them expects the impact to drag in October. According to them, the consumers had deferred their purchase after the government announced the Next-Generation (GST 2.0) reforms on September 4, lowering duties on most daily essentials, including food and personal care products. The FMCG companies expect growth in the second half of the fiscal year, helped by stabilisation of prices and stimulation in demand from the lowering of duties. Moreover, they also expect sentiment to gradually improve during the festive season and months ahead, aided by easing

Axis Direct released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 06 Oct 2025

FMCG Q2 Results Calendar: When Will HUL, Nestle India, Dabur India Announce Quarterly Earnings?

NDTV Profit

Some of these FMCG companies are also expected to announce dividends. Here's all you need to know:

Axis Direct released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 06 Oct 2025

Amnish Aggarwal sees boost for hospital margins amid policy changes

Economic Times

Healthcare stocks anticipate improved margins and steady growth following policy changes, with Apollo and Fortis noted as attractive. Marico demonstrates stable FMCG performance despite profitability pressures from rising copra prices and GST. Conversely, Avenue Supermarts faced growth headwinds, while large primary issuances may temporarily impact secondary market liquidity.

Axis Direct released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 04 Oct 2025

M-cap share of defensives hits lowest level since 2011: ICICI Securities

Economic Times

ICICI Securities reports that defensive sectors like FMCG, IT, and healthcare have seen their market-cap share drop to a 20% low since 2011, from 30% in 2020. Their profit pool share also plummeted to 16%, while valuations remain high at 32 times P/E. Meanwhile, cyclicals' P/B ratios have surged significantly from 2020 bottoms.

Axis Direct released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 03 Oct 2025

Marico Q2 Business Update: FMCG Major Sees 30% Revenue Growth On Pricing Interventions

NDTV Profit

International business has sustained a robust momentum, with constant currency growth touching the "twenties", Marico said.

Axis Direct released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 03 Oct 2025

Consumer Durables Jul-Sep'25 Earnings Preview Healthy W&C momentum,...

Consumer Durables

Prabhudas Lilladhar

Axis Direct released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 02 Oct 2025

Small businesses use AI, innovative methods to push sales this festival season

Business Line

Partnering with bike riders to deliver Fast Moving Consumer Goods (FMCG), gifts to using Artificial intelligence in real time, small businesses are taking recourse to various methods to improve product sales

Axis Direct released a Sector Update report for Consumer Durables on 08 Oct, 2025.