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    Consumer Durables
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    C
    Consumer Durables
    SECTOR | 12 Oct 2026, 07:16AM
    FMCG revenues to rise in Q2, but costs could dent margins
    FMCG revenues to rise in Q2, but costs could dent margins
    Economic Times
    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.
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    C
    Consumer Durables
    SECTOR | 11 Oct 2026, 10:33AM
    Rising input costs to weigh on FMCG margins despite demand recovery in Q2
    Business Standard
    Rising input costs are likely to put pressure on operating margins for Indian fast-moving consumer goods companies in the September quarter, even as resilient demand and growth in key product categories support revenue expansion. A sharp rise in crude oil and its derivative products used in packaging, along with a persistent inflationary trend in various commodities and deficit rainfall, has increased cost pressures across companies depending on their product mix, pricing power and cost-saving measures. A report from brokerage ICICI Direct said higher crude and crude-derivative prices, coupled with increases in other key input costs, are likely to affect earnings before interest, taxes, depreciation and amortisation (EBITDA) margins of most home and personal care companies. "Spike in the crude oil/crude derivative prices coupled with increase in the other key input prices will have impact on the EBITDA margins of most of the home care and personal care companies under coverage," it
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    C
    Consumer Durables
    SECTOR | 10 Oct 2026, 07:01PM
    FMCG players expect emerging distribution channels to post strong growth for Q2 FY27
    Business Line
    AWL Agribusiness indicated that alternate channel, consisting of modern trade, quick-commerce and e-commerce, delivered double-digit growth
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    C
    Consumer Durables
    SECTOR | 08 Oct 2026
    ITC shares slide 3% on block deal buzz; FMCG giant down 29% in 2026
    ITC shares slide 3% on block deal buzz; FMCG giant down 29% in 2026
    Economic Times
    ITC shares witnessed a drop on Thursday amid reports of likely block deals, with nearly 39 crore shares changing hands across the NSE and BSE. The identities of the buyers and sellers involved in the reported transactions were not immediately known.
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    C
    Consumer Durables
    SECTOR | 08 Oct 2026

    Consumer Jul-Sep'26 Earnings Preview 2HFY27 uncertain given inflation & drought

    buy
    Consumer Durables
    by Prabhudas Lilladhar
    Prabhudas Lilladhar
    Consumer Jul-Sep'26 Earnings Preview 2HFY27 uncertain given inflation & drought
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    Alert  
    C
    Consumer Durables
    SECTOR | 06 Oct 2026
    Weak monsoon looms over FMCG margins despite strong Q2 demand
    Business Line
    Lower copra costs aid Marico, while Dabur and GCPL grapple with commodity inflation; deficient rainfall threatens rural demand and input-cost trends in H2
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    FMCG players say they witnessed steady demand environment in September quarter
    Business Line | 06 Oct 2026
    C
    Consumer Durables
    SECTOR | 02 Oct 2026
    Below normal monsoon's impact on rural demand a key concern for FMCG sector
    Business Line
    Analysts also point out that rural demand is expected to be uneven as some regions have witnessed more severe rainfall shortages compared to others
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    C
    Consumer Durables
    SECTOR | 28 Sep 2026
    FMCG distributors body raises concerns on 7,000-9,000 cr annual burden due to MDR
    Business Line
    It said it will support for the No UPI Day call on 2 October 2026
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    E-commerce's share to FMCG sales in top eight metros at 21% in June quarter: NIQ
    Business Line | 27 Sep 2026
    C
    Consumer Durables
    SECTOR | 24 Sep 2026
    Consumer durables market seen at 3-3.25 lakh crore by 2030, says BCG-CII
    Business Line
    8-10% annual growth could add 40,000-50,000 crore in domestic value; opportunity for increasing localisation
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    C
    Consumer Durables
    SECTOR | 23 Sep 2026
    Cupid expects 150 cr revenue from Baazar Style Retail
    Business Line
    Cupid has set a revenue target of 1,085 crore in this fiscal and 1,500 crore in FY29 with the focus on building a larger and more diversified FMCG and healthcare platform
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    HUL, Dabur India trade near Covid lows: Reasons, strategy decoded
    Business Standard | 23 Sep 2026 3 more
    FMCG firms brace for festive demand as consumers remain value-conscious
    Business Line | 22 Sep 2026
    Before you bite: How FMCG companies manage food-safety from factory to shelf
    Business Standard | 22 Sep 2026
    GST 2.0 softens inflation blow as FMCG firms gear up for festive season
    Business Standard | 21 Sep 2026
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