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SECTOR | 08 Jun 2025

Indo-Pak conflict: FMCG sales soar, auto sector hit in border areas in May

Business Standard

Border tensions in May triggered panic FMCG buying and a dip in vehicle, fuel and cinema sales in Rajasthan, Punjab, Gujarat and J&K, with uneven recovery across sectors

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.

Consumer Durables

SECTOR | 07 Jun 2025

FMCG companies post muted Q4 as urban demand slows; rural recovery provides relief: Report

Business Line

Factors like sluggish discretionary spending, rising EMIs, and increasing competition from D2C brands and Q-commerce platforms dampened demand.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.

Reduction In Import Duty On Edible Oils To Help FMCG Companies Improve Margins

NDTV Profit | 07 Jun 2025 1 more

Consumer Durables

SECTOR | 06 Jun 2025

Trent, NTPC, JSW Energy, VBL among 7 top stock ideas by Axis Securities

Business Standard

Brokerage firm Axis Securities has recommended stocks across FMCG, power & utilities and retail space as high conviction bets based on the recent Q4 corporate earnings; check full list here.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.

Consumer Durables

SECTOR | 05 Jun 2025

Marico targets 20,000 crore revenue by 2030

Business Line

Marico is positive about the demand returning in the FMCG segment across the country in FY25

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.

Consumer Durables

SECTOR | 05 Jun 2025

Who Is Mrunal Panchal? Know All About India's Most Followed Women Influencer Founder

NDTV Profit

She has also collaborated with top beauty brands such as Ponds, Maybelline, L'Oral Paris, Nivea, NYX, Dior, Kylie Cosmetics, Lancome and MARS Cosmetics.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.

Consumer Durables

SECTOR | 04 Jun 2025

Meesho deepens personal care focus with HUL, P&G, Himalaya tie-ups

Business Standard

Partnerships with major FMCG brands bring personal care staples like Dove, Gillette, and Himalaya to Meesho Mall as demand grows in price-sensitive Indian markets

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.

Consumer Durables

SECTOR | 03 Jun 2025

Manthan Consumer Does

Consumer Durables

Prabhudas Lilladhar

Does <26% BAT shareholding indicate strategic shift? BAT (British American Tobacco) has cut its shareholding in ITC from 25.5% to 22.9% last week. BAT was the largest shareholder (Non promoter) in ITC and was known to be keen on control of this crown jewel till the mid-nineties. BAT cut its stake in March 2024 by 3.6% and general perception was that BAT will retain >25% stake to have a say in specific resolutions. BAT has been on record with the intent of selling its stake in recently demerged ITC Hotels (15.4% stake valued at Rs 68bn), however sales of ~2.5% stake in ITC Ltd have come as a surprise, as it has brought its stake to below 26%. We see little impact of this event on the business operations of ITC, which have been working as a professionally run organization for many decades. ITC controls the entire supply chain, technology, brands and distribution unlike many MNC...

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.

Consumer Durables

SECTOR | 02 Jun 2025

We intend to more than double our business in India: L'Oreal CEO

Business Standard

Cosmetics major L'Oreal on Monday said it plans to more than double its business in India over the next couple of years besides expanding its factories. L'Oreal CEO Nicolas Hieronimus also said India is a key strategic market for them and it is one of the world's fastest-growing beauty markets. "India is a very strategic market for L'Oreal. We intend to more than double our business in the next couple of years , expand our factories which are today manufacturing 95 per cent of what we sell in India and also exporting to rest of the region. "So it is a country of opportunities and one of the fastest beauty markets in the world and is a big priority for L'Oreal," he told reporters here. He met Commerce and Industry Minister Piyush Goyal, who is here on an official visit to hold meetings with French leadership and firms to boost trade and investment between the two countries. "We are exporting hair and skin products, particularly to the Gulf region, it is a beginning of a big...

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.

Consumer Durables

SECTOR | 02 Jun 2025

udaan raises $114 million from M&G Investments, Lightspeed

Business Line

The company plans to use funds to expand its presence across categories and customers, particularly targeting the Fast-Moving Consumer Goods (FMCG) sector and the Hotel, Restaurant, and Catering (HoReCa) segment

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.

Consumer Durables

SECTOR | 02 Jun 2025

Sudip Bandyopadhyay flags valuation risks in defence stocks after Mazagon Dock miss

Economic Times

The Q4 earnings season concluded with positive results. Many companies exceeded market expectations. Cement, FMCG, construction, and engineering sectors performed well. Defence companies like Mazagon Dock disappointed due to valuation concerns. Suzlon, a wind energy company, showed strong performance. UltraTech Cement's results were better than expected. Bharat Electronics is expected to have a re-rating soon.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.