Nifty FMCG News, Corporate filings and Earnings/Conference Calls

Name: Latest research reports of United Breweries Ltd. authored by Motilal Oswal and published by - Trendlyne research reports.
Item: United Breweries Ltd.
Rating: 3
Author: Motilal Oswal

Keep track of all breaking news and updates on Nifty FMCG from all sources in a single place.

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Tata Consumer Products Ltd.

08 May 2025

1120.40

0.16%

Company Update

Tata Consumer Products Ltd - 500800 - Announcement under Regulation 30 (LODR)-Allotment of ESOP / ESPS

BSE India

Intimation about allotment of Equity Shares by Allotment Committee of the Company.

pdf

United Breweries Ltd.

08 May 2025

2074.40

1.91%

United Breweries Results Earnings Call for Q4FY25 & Full Year

Conference Call with United Breweries Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.

audio

ITC Ltd.

08 May 2025

429.10

0.28%

Board Meeting

ITC Ltd - 500875 - Board Meeting Intimation for Board Meeting On 22Nd May, 2025

BSE India

ITC Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 22/05/2025 ,inter alia, to consider and approve Audited Financial Results for FY 2024-25 and recommend Final Dividend for FY 2024-25

pdf

Dabur India Ltd.

08 May 2025

468.95

-1.01%

Dabur to drop underperforming tea, diapers; focus on Qcommerce for growth

Business Standard

Homegrown FMCG major Dabur India will exit categories such as tea, adult and baby diapers, and sanitising products as part of rationalisation of its underperforming products, said CEO Mohit Malhotra. The company, aiming "to achieve sustainable double-digit CAGR by FY28 in both topline and bottomline" has renewed its strategy focus, building on its core strengths, he added. Dabur is going for "rationalisation of underperforming products and SKUS in order to release capital for bigger bets. A few examples of these are Vedic tea, adult & baby diapers and Dabur Vita," said Malhotra during the investors' call. These segments contribute less than 1 per cent to Dabur's revenue, which stood at Rs 13,113.19 crore in FY25. "So we will get out of these categories and focus on big, bold equities which we have identified, and the core portfolio is where we will invest," said Malhotra. Dabur, as per its new vision strategy, would continue to invest in core brands, would focus on premiumisation

Number of FII/FPI investors decreased from 790 to 764 in Mar 2025 qtr

Dabur India Share Price Falls As Brokerages Remain Bearish On Limited Growth Visibility

NDTV Profit | 08 May 2025 5 more

Dabur India Ltd.

08 May 2025

468.95

-1.01%

Company Update

Dabur India Ltd - 500096 - Announcement under Regulation 30 (LODR)-Newspaper Publication

BSE India

Newspaper Publication of Audited Financial Results for the quarter and year ended 31.03.2025

pdf

Marico Ltd.

08 May 2025

722.55

-0.69%

Stock to buy today: Marico(735.60)

Business Line

Investors are advised to buy at 735, with a strategy to accumulate if the price dips to 715, while implementing a stop-loss strategy.

Marico Ltd. has an average target of 774.83 from 7 brokers.

Marico Ltd.

08 May 2025

722.55

-0.69%

Today's Stock Recommendation: May 8, 2025

Business Line

The stock that we have today is Marico

BOB Capital Markets Ltd. increased Hold price target of Marico Ltd. to 801.0 on 05 May, 2025.

Marico hits record high, zooms 21% in 2 months; analysts see more upside

Business Standard | 07 May 2025

United Breweries Ltd.

08 May 2025

2074.40

1.91%

Cost savings drive margin beat; rich valuation

Neutral: United Breweries Ltd.

Motilal Oswal

United Breweries (UBBL) delivered revenue growth of 9% YoY (est. 10%) in 4QFY25. Volume growth was 5% YoY (est. 8%). The Premium portfolio continued to deliver strong performance, posting 24% YoY growth in 4Q (32% in FY25).

Motilal Oswal released a Neutral report for United Breweries Ltd. with a price target of 2000.0 on 08 May, 2025.

Godrej Consumer Products Ltd.

08 May 2025

1282.00

1.24%

Volumes rebound; margin recovery likely in H2, retaining a Buy

Buy: Godrej Consumer Products Ltd.

Target

Anand Rathi

With 6% volume growth (4% in India business) and 21.1% EBITDA margin (Street’s estimate at 20.4%), Godrej Consumer posted broadly in-line Q4 results.

Godrej Consumer Prod.. has an average target of 1331.00 from 7 brokers.

Dabur India Ltd.

08 May 2025

468.95

-1.01%

Weak Q4 delivery; growth guidance remains aspirational

Sell: Dabur India Ltd.

Emkay

We retain REDUCE on Dabur India and keep our Mar-26E TP unchanged at Rs450, on 37x P/E, as we see weak business execution. The management, in consultation with McKinsey, has refreshed the company’s vision, with focus now on seven structural initiatives.

Dabur India Ltd. is trading below all available SMAs

Is Nifty FMCG worth buying?

114 Votes:

Buy 76.32%

Sell 9.65%

Hold 14.04%

Nifty FMCG PB	10.8
Nifty FMCG PE	44.7
Nifty FMCG DIV	2.0
Nifty FMCG EPS	1,261.4