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SECTOR | 16 Apr 2025

AICPDF to meet FMCG makers April 20 over deep discounting by e-commerce firms

Business Line

AICPDF to meet FMCG companies to discuss deep discounting and predatory pricing and preferential treatment to quick commerce and e-commerce.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 16 Apr 2025

Govt bans manufacture, sale of 35 unapproved fixed-dose combination drugs

Business Standard

Apex drugs regulatory body CDSCO has directed drug controllers of all states and Union territories to stop manufacture, sale and distribution of unapproved 35 fixed-dose combination drugs that include painkillers, nutrition supplements and anti-diabetics. They have also been asked to review their approval process for such fixed dose combination drugs (FDC) and ensure strict compliance of the provisions of the Drugs and Cosmetics Act 1940 and rules. FDC drugs are those which contain a combination of two or more active pharmaceutical ingredients (APIs) in a fixed ratio. The regulator issued the directions after it found that certain FDC drugs have been licensed for manufacture, sale, and distribution without prior evaluation of safety and efficacy, posing a serious risk to public health and safety. In a communication sent on April 11, Drugs Controller General of India (DCGI) Dr Rajeev Raghuvanshi referred to the letter issued by his office on January 2013 where concerns were raise

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 15 Apr 2025

Ananya Birla launches LOVETC to tap premium cosmetics market in India

Business Standard

"This strategic expansion follows Birla Cosmetics' launch of Contraband earlier this year," the company said in a release

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 13 Apr 2025

Pick of bl portfolio for April 13, 2025

Business Line

For Indian investors, silver linings began to gradually emerge from the clouds as President Trump declared a 90-day pause on the 26% tariff plan and opened the doors to negotiations. There have been positive noises from the Indian government on progress in bilateral trade negotiations as well. While it may be too soon to conclude that this major disruption will blow over, domestically focused sectors such as financials, FMCG et al have been front-runners in this mini rally while sectors such global linkages such as KIT and commodities have been laggards. This may be a sign of sector rotation in the times to come.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 11 Apr 2025

FMCG firms may register low single-digit revenue growth in FY25: Report

Business Standard

FMCG firms are expected to register a 5 per cent rise in revenue with almost flat margin growth in the fourth quarter of fiscal 2024-25, according to a report from banking firm BNP Paribas India. The report also lowered the earnings estimates for FY26 for the companies under its coverage, except for Godrej Consumer Products and Emami. However, it sees a "favourable base" in FY26 for the FMCG sector, helped by some near-term positives like the drop in crude price and positive trends for rural growth. "We expect our FMCG coverage revenue growth to inch up slightly from 4 per cent in 3QFY25 to 5 per cent in 4QFY25, led by Marico, which should see strong revenue growth helped by commodity inflation, and recovery in growth for GCPL, led by its home care division," BNP Paribas said in its India Consumer Report April 2025. The inflationary pressure on most commodities continues to be high in Q4, hurting the margins of the companies, though prices for palm oil and tea have eased quarter o

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 08 Oct, 2025.

FMCG Sector Forecasts 5% Revenue Rise In Q4 Amid Flat Margins

NDTV Profit | 11 Apr 2025 2 more

Consumer Durables

SECTOR | 09 Apr 2025, 05:39PM

Markets tumble as US-China tariff war escalates; FMCG bucks trend

Business Line

The market breadth remained negative, with 2,359 stocks declining against 1,529 advances on the BSE

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Q4 Results 2025: When Will HUL, Nestle India, Marico And Dabur Announce Earnings?

NDTV Profit | 09 Apr 2025, 02:57PM 1 more

Consumer Durables

SECTOR | 08 Apr 2025

Haldiram's Delhi, Nagpur factions complete merger of FMCG business

Business Standard

The process of merging Haldiram's Nagpur and Delhi branches to form Haldiram Snacks Food Private Ltd has been completed, informed its CEO Krishan Kumar Chutani on the social media platform LinkedIn. "A new chapter begins in the Haldiram story, and it's a significant one," Chutani posted on LinkedIn on Monday. The FMCG businesses of Haldiram Snacks Private Ltd (Delhi) and Haldiram Foods International Pvt Ltd (Nagpur) have come together as one -- Haldiram Snacks Food Private Ltd (HSFPL). "This isn't just a merger. It's a fresh start, a meaningful coming together of legacy, passion, and a shared vision for the future. Where timeless flavours meet bold ideas, and the journey only gets more exciting from here," said Chutani. The merger has already received regulatory clearances from fair trade regulator CCI and respective benches of the National Company Law Tribunal (NCLT) in 2023. In HSFPL, the Delhi unit holds 56 per cent stake and rest 44 per cent is owned by the Nagpur branch. The

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 08 Apr 2025

2 top stock recommendations from Vinay Rajani

Economic Times

Vinay Rajani of HDFC Securities suggests caution despite the recent market rebound, noting uncertainty persists. He identifies FMCG and NBFC sectors as showing potential, with FMCG being the stronger of the two. Rajani recommends Britannia and Chambal Fertiliser as specific stock picks for short-term trading, advising strict stop-losses.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 08 Oct, 2025.

Consumer Durables

SECTOR | 08 Apr 2025

Q4 Results Preview: India Inc to post subdued growth for 8th straight quarter, says Nuvama; overweight on THESE sectors

livemint

Q4 Results Preview: Nuvama Institutional Equities reports that earnings challenges will persist into Q4FY25E, with revenue growth expected at 6% year-on-year. Profit growth is slowing to 1%, and sectors like cement and FMCG will struggle, while metals and telecom may see robust growth.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 08 Oct, 2025.