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Consumer Durables

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Consumer Durables

SECTOR | 27 Feb 2026, 09:00AM

360 ONE's Mayur Patel spots opportunities in 4 sectors for your FY27 portfolio

Economic Times

Mayur Patel of 360 ONE Asset Management sees improving structural drivers in financials, telecom, commercial vehicles, and integrated solar manufacturing, which are not fully valued for their medium-long term earnings. He highlights easing liquidity, trade deal benefits, and potential for revived foreign flows, while cautioning on AI disruption in IT services and rich valuations in FMCG and Defence.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 24 Feb, 2026.

Consumer Durables

SECTOR | 24 Feb 2026

Homegrown players dominating FMCG market value in Asia Pacific: Report

Business Standard

Home-grown FMCG brands now command 79% of APAC market value, signalling a structural shift toward purpose-led, globally competitive local players

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 24 Feb, 2026.

Being consumer-centric key for FMCG brands: ITC's Sanjiv Puri at BS Manthan

Business Standard | 24 Feb 2026

Consumer Durables

SECTOR | 22 Feb 2026

FMCG advertisers pull back ad spends in Q3, experts anticipate recovery by Holi

Business Line

Entertainment platforms feel the squeeze as ad revenues decline

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 24 Feb, 2026.

FMCG makers looks volume-based growth in FY27 with Ebitda improvements

Business Standard | 22 Feb 2026 1 more

Consumer Durables

SECTOR | 19 Feb 2026

Numerator forecasts 5% growth for India's FMCG sector in 2026

Business Standard

Worldpanel by Numerator projects steady FMCG growth driven by consumption trends, though key categories may normalise amid GST shifts and early festive spending

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 24 Feb, 2026.

Consumer Durables

SECTOR | 19 Feb 2026

Top Conviction Ideas - FMCG

Consumer Durables

Axis Direct

Top Conviction Ideas - FMCG

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 24 Feb, 2026.

Consumer Durables

SECTOR | 18 Feb 2026

FMCG firms to focus on volume-led growth amid GST tailwinds, rising demand

Business Standard

FMCG companies expect volume-driven growth in the coming quarters, backed by GST cuts and improving urban-rural demand, though selective price hikes may still be taken where needed

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 24 Feb, 2026.

Marico gains 2%, stock hits record high in tepid market, outruns FMCG index

Business Standard | 18 Feb 2026

Consumer Durables

SECTOR | 16 Feb 2026

RCPL to form majority-owned JV with TGI Group to explore African markets

Business Standard

Reliance Consumer Products, the FMCG arm of Reliance Industries, on Monday said it has signed a definitive agreement to form a majority-owned joint venture with Nigerian conglomerate Tropical General Investments Group. This partnership will significantly expand RCPL's global footprint by establishing its presence in Nigeria, one of Africa's largest consumer markets, said a joint statement. Through this partnership, which is subject to customary legal and regulatory clearances, Reliance Consumer Products Ltd (RCPL) will introduce its FMCG products to consumers in Nigeria, leveraging TGI's FMCG manufacturing and distribution experience and network, it added. "The partnership between RCPL and Tropical General Investments (TGI) Group aims to strengthen RCPL's market presence on the global stage," it said. RCPL Director T Krishnakumar said: "TGI Group is a diversified and trusted partner, and their deep expertise and decades-long presence in sectors such as FMCG, culinary, and agribusin

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 24 Feb, 2026.

Consumer Durables

SECTOR | 12 Feb 2026

Dabur opens first South India manufacturing plant, to invest 400 crore

Business Standard

FMCG major begins work on its first South India manufacturing facility at Tindivanam, Tamil Nadu, with a 400 crore investment

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 24 Feb, 2026.

Nifty FMCG index tanks 6% in 2026; analysts remain selective on stocks

Business Standard | 12 Feb 2026 2 more

Consumer Durables

SECTOR | 09 Feb 2026

FMCG firms point to sequential demand recovery, urban volumes inching up

Business Line

Malhotra also pointed out that there are signs of improvement in urban demand trends even as rural continued to outpace urban volume growth

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 24 Feb, 2026.

Marico signs pact to buy majority stake in Vietnamese D2C company Skinetiq

Business Standard | 09 Feb 2026

Consumer Durables

SECTOR | 05 Feb 2026

Emami to re-deploy resources to boost growth, eyes strong summer sales

Business Standard

FMCG major Emami Ltd said it is re-deploying resources to drive growth in rural markets through small sachets and value packs, shifting focus back to its traditional stronghold after a period of concentrated efforts on modern trade and e-commerce. The company, known for brands like BoroPlus and Navratna, indicated that while digital channels have seen rapid expansion, the rural segment remains a critical priority for volume growth, the company said. "While our recent focus was on modern trade and e-commerce, we are now re-deploying resources to drive growth in rural markets," the management said during an analyst concall, adding that the strategy involves leveraging small SKUs (stock-keeping units) to improve penetration. "The next growth driver should come from rural areas, and our focus would be increasingly going into rural markets," the company said. A central pillar of the company's rural strategy is a renewed focus on small stock-keeping units (SKUs) to ensure affordability a

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 24 Feb, 2026.