Sector Consumer Durables - Latest news, views and updates

Rural demand continued to outpace urban demand for FMCG industry in March quarter

SECTOR | 07 Apr 2025

Business Line

Analysts and industry observers expect urban demand may begin seeing some recovery in the second half of FY26 aided by stabilising food inflation and rebates in income tax

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

Consumer durable companies begin early stage talks to export to US

SECTOR | 06 Apr 2025

Business Standard

While discussions started a while ago, others believe that this move by the US government to impose higher tariffs on other countries will definitely help companies expand their global presence

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

Dabur, Marico Say Rural Growth Outpaced Urban In March Quarter

SECTOR | 06 Apr 2025

NDTV Profit

FMCG firms flag margin pressure from high input costs but remain upbeat on double-digit growth in fiscal 2026.

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

Rural FMCG's market growth outpaces urban in Q4 as qcom sees growth

Business Standard | 06 Apr 2025

Focus on innovation, expansion, technology, and talent to build a sustainable FMCG brand: Harsh Mariwala

SECTOR | 04 Apr 2025

Business Today

Harsh Mariwala, Chairman, Marico, continues to bet big on D2C brands after acquiring 4 brands, expanding their digital footprint, and integrating new-age consumer engagement strategies

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

Marico Q4 revenue growth beats estimates; Morgan Stanley sets target price at 625

Business Line | 04 Apr 2025 6 more

Investors will have to await sustained recovery before considering Dabur

Business Standard | 03 Apr 2025

Urban demand weakness, inflation likely to drag FMCG volumes in Q4FY25

Business Standard | 03 Apr 2025

Dabur India expects flattish' consolidated revenues in Q4FY25

Business Line | 03 Apr 2025

Nestle India share price falls after BofA downgrades rating for the FMCG stock

livemint | 03 Apr 2025

FMCG demand remained unchanged in Q4 as urban weakness persists: Nomura

Business Standard | 02 Apr 2025

FMCG stock GRM Overseas jumps from today's low after launch of new ad starring Salman Khan

livemint | 02 Apr 2025

SECTOR | 03 Apr 2025

Consumer Durables Jan-Mar'25 Earnings Preview RAC demand surges...

by Prabhudas Lilladhar

Prabhudas Lilladhar

Moderate growth in FMEG segment: Appliances witnessed moderate growth, while lighting products remained flat, accompanied by increased demand for fans. Average price increase of 2-5% has been implemented in fans. Small appliances segment did not experience any increase in demand. We expect coverage companies to report 9.2% YoY growth in the FMEG...

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

Alert

Marico's resilience faces a test as costs rise

SECTOR | 28 Mar 2025

livemint

Marico has outperformed its FMCG peers despite inflationary pressures, but rising input costs and competitive pricing battles could test its margins and growth momentum. Can its premiumization push and digital expansion offset these headwinds?

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

AICPDF urges FMCG companies to stop deep discounting or face non-cooperation'

SECTOR | 26 Mar 2025

Business Line

It has also urged them to introduce policies that guarantee fair margins and and treat general trade partners equitably

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

Weight Loss Drugs Ozempic, Mounjaro Likely To Impact Consumer Purchasing Behaviour: Nithin Kamath

SECTOR | 25 Mar 2025

NDTV Profit

According to a recent post on X by Zerodha co-founder Nithin Kamath, quoting FMCG giant Walmart, these drugs are already impacting purchasing behaviour.

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

FMCG Top Dogs Make Acquisition Play For Reaching Consumers Directly

SECTOR | 25 Mar 2025

NDTV Profit

Incumbents add new categories to their portfolios, while D2C brands get the benefit of scale, distribution networks and funding making these acquisitions a win-win.

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

Tata Consumer, HUL to Nestle: Kotak cuts target prices for 8 FMCG stocks amid weak earnings outlook for the sector

SECTOR | 25 Mar 2025

livemint

Analysts foresee continued weakness in urban consumer demand, impacting FMCG growth for the next few quarters. Inflation in commodities like palm oil is expected to pressure margins, leading to lowered earnings estimates for companies like Hindustan Unilever, Nestl, and GCPL.