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Consumer Durables

SECTOR | 24 Apr 2025

Tata Consumer Expects Tea Volume Growth By Q2 As Input Costs Ease

NDTV Profit

Adverse and erratic weather conditions in 2024 spiked the tea costs, prompting FMCGs to gradually raise prices to protect margins.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 03 Oct, 2025.

Consumer Durables

SECTOR | 23 Apr 2025

Consumer durables shares Voltas, Blue Star down up to 5%; here's why

Business Standard

AC sales in Q1FY26 could be adversely impacted as March and April sales were muted due to the delayed summer, and if demand doesn't pick up meaningfully in May and June.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 03 Oct, 2025.

Consumer Durables

SECTOR | 23 Apr 2025

Stocks to buy: HCL Tech, Nestle and Bajaj Housing on investors' radar

Economic Times

Indian benchmark indices experienced a sixth consecutive day of gains, fueled by banking and FMCG sectors and foreign investment inflows. Viral Chheda of SSJ Finance and Securities suggests a buy-on-dips strategy for HCL Tech, Nestle, and Bajaj Housing, anticipating significant upside potential over the next 10-12 months, while advising on stop-loss levels to manage risk.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 03 Oct, 2025.

Consumer Durables

SECTOR | 22 Apr 2025

HUL Q4 Results 2025: Date, Dividend News, Earnings Call Schedule And More

NDTV Profit

Investors and analysts will watch for signs of demand recovery in Q4 as the FMCG firms saw a slowdown in the December quarter.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 03 Oct, 2025.

Consumer Durables

SECTOR | 19 Apr 2025

Bank, Pharma, IT, FMCG and Auto: How are the sectors poised going into FY26?

Business Line

The start of the new fiscal is witnessing a tariff-riddled world and an unprecedented churn in the markets globally. Against this backdrop, how will Banks, Autos, Pharma, FMCG and IT fare in FY26, and what should investors watch out for?

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 03 Oct, 2025.

Consumer Durables

SECTOR | 18 Apr 2025

ETMarkets Smart Talk: Indian equities can deliver 1213% CAGR despite global volatility: Sujan Hajra

Economic Times

Sujan Hajra from Anand Rathi Group remains optimistic about India's growth and equity market, anticipating 12-13% annualised returns from large-cap equities. Despite global volatility and tariff tensions, India's resilient macro fundamentals and reasonable valuations support this outlook. He suggests overweighting financials and IT, while underweighting automobiles and FMCG, advocating for a balanced portfolio with fixed income for stability.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 03 Oct, 2025.

Consumer Durables

SECTOR | 18 Apr 2025

CLSA cautions on Indian FMCG stocks with valuations detached from growth

Economic Times

CLSA expresses caution regarding Indian FMCG companies, particularly in the Home and Personal Care sector, citing high PE ratios amidst slowing growth and declining returns. Valuations appear detached from growth, raising concerns about margin sustainability due to increasing competition and evolving distribution dynamics. The brokerage downgraded Godrej Consumer and remains wary of Hindustan Unilever and Marico.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 03 Oct, 2025.

Consumer Durables

SECTOR | 17 Apr 2025

HUL agrees to take down Lakme's sunscreen ad in dispute with Mamaearth

Business Standard

The FMCG major told Justice Amit Bansal that it will remove online posts within 24 hours and hoardings within 48 hours

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 03 Oct, 2025.

Consumer Durables

SECTOR | 17 Apr 2025

Campa Cola to open new bottling plant in Bihar with Rs 1,000 cr investment

Business Standard

Campa Cola, the soft drinks brand owned by Reliance Consumer Products Ltd, the FMCG arm of Mukesh Ambani-led Reliance Industries, will open a new bottling plant in Bihar. According to reports, Reliance Consumer Products Ltd (RCPL)-owned brand will have a new plant on 35 acres of land in the Begusarai district of Bihar, where it will invest around Rs 1,000 crore. Confirming the development, the state government's agency, Bihar Industrial Area Development Authority (BIADA) through a post on social media platform 'X' informed that the plot has been allotted to EPIC Agro Product Ltd, a company that produces and distributes Campa Cola. The upcoming facility will integrate both bottling and manufacturing operations. This marks a significant milestone in Campa Cola's aggressive growth strategy, with a sharp focus on expanding its footprint in eastern and northeastern India. The move comes just two months after the launch of a similar plant in Assam. This year in February, RCPL inaugurate

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 03 Oct, 2025.

Consumer Durables

SECTOR | 16 Apr 2025

IMD's forecast of above normal monsoon brings cheer to FMCG firms

Business Standard

Consumer companies say this is the fourth year that India's monsoon is expected to be good, as 65 per cent of the population lives in rural India and is highly dependent on the kharif crop

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 03 Oct, 2025.

FMCG Q4 Results Preview: Weakness In Demand Environment To Continue, Predicts Nirmal Bang

NDTV Profit | 16 Apr 2025