Nifty FMCG News and Updates

Name: Latest research reports of Britannia Industries Ltd. authored by Emkay and published by - Trendlyne research reports.
Item: Britannia Industries Ltd.
Rating: 1
Author: Emkay

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Hindustan Unilever Ltd.

06 Nov 2025

2433.70

0.22%

HUL's unusual promise read our contract with our new CEO

Economic Times

Hindustan Unilever Limited's notice for Priya Nair's appointment as CEO included an unusual offer: shareholders could obtain a copy of her CEO agreement via email. While not legally mandated, this move goes beyond typical inspection procedures, sparking debate on transparency versus competitive risks in executive contracts.

Hindustan Unilever Ltd. is trading below its 30 day SMA of 2481.6

Britannia Industries Ltd.

06 Nov 2025

5813.00

-0.10%

Q2 earnings surprised positively

Sell: Britannia Industries Ltd.

Target

Emkay

We maintain REDUCE on Britannia, with a Sep-26E TP of Rs5,750, on 48x P/E (in line with its last 5Y average forward P/E). Q2 net sales grew at ~4%, 1%/4% below our estimate/consensus expectation.

Number of FII/FPI investors decreased from 948 to 940 in Sep 2025 qtr

Colgate-Palmolive (India) Ltd.

06 Nov 2025

2180.60

0.04%

COLGATE PALMOLIVE INDIA LTD

Buy: Colgate-Palmolive (India) ...

Recommendation Target

Geojit BNP Paribas

Colgate's revenue fell during the quarter due to temporary distribution disruptions following the revision in GST rates on oral care portfolio. However, its business fundamentals remained strong with continued brand investments and steady demand in premium segments. The company's strategic focus on innovation, product diversification and rural penetration is expected to aid recovery in the second half of FY26. Ongoing cost optimization under the funding the growth' program, coupled with innovation-led launches in oral and personal care should...

Number of FII/FPI investors decreased from 860 to 797 in Sep 2025 qtr

Hindustan Unilever Ltd.

06 Nov 2025

2433.70

0.22%

HINDUSTAN UNILEVER LTD

Buy: Hindustan Unilever Ltd.

Target

Geojit BNP Paribas

HUL's performance during the quarter was stable due to strong execution abilities, *over or under performance to benchmark index GST adjustments and a moderate seasonal environment. GST cuts are expected to support consumption recovery and improve channel momentum during the festive period. HUL's strategic focus on premiumisation, science-led innovation and digital acceleration continues to reinforce brand leadership across key categories. By expanding its e-commerce presence and by using data-led marketing and supply chain digitisation, the company has enhanced execution agility and consumer reach....

Hindustan Unilever Ltd. is trading above its 200 day SMA of 2413.6

Tata Consumer Products Ltd.

06 Nov 2025

1183.10

0.78%

Strong all-round beat led by double-digit India growth and sharp margin recovery in Q2FY26

Accumulate: Tata Consumer Products Ltd.

Target

Deven Choksey

Tata Consumer Products is poised to maintain strong growth momentum in H2FY26, driven by sustained double-digit performance in India Foods and Beverages.

Tata Consumer Products Ltd. has gained 29.77% in the last 1 Year

ITC Ltd.

06 Nov 2025

407.85

0.59%

Subdued quarter; margins and agri drag offset steady FMCG growth.

Buy: ITC Ltd.

Target

Deven Choksey

Resilient cigarette volumes, steady FMCG growth, and expected margin recovery from easing input costs underpin our positive outlook.

ITC Ltd. has an average target of 497.88 from 8 brokers.

Britannia Industries Ltd.

05 Nov 2025

5813.00

-0.10%

Britannia Q2 profit rises 23% to 654 crore on stable input costs

Business Standard

Biscuit maker reports Rs 654 crore profit in Q2 FY26 as commodity prices stabilise and bakery, e-commerce segments sustain double-digit growth

Britannia Industries Ltd. is trading above its 200 day SMA of 5529.0

Britannia Q2 net profit zooms 23% to 655 cr

Business Line | 05 Nov 2025 2 more

Britannia Industries Ltd.

04 Nov 2025

5813.00

-0.10%

Britannia Q2 FY26 preview: Flat volume growth expected, margins to expand

Business Line

Yes Securities has projected Britannia's revenue to grow 6.8%, driven by earlier price hikes and double-digit EBITDA growth y-o-y

Britannia Industries Ltd. is trading below its 30 day SMA of 5921.4

Tata Consumer Products Ltd.

04 Nov 2025

1183.10

0.78%

Tata Consumer's Q2 growth led by India business, margins to improve

Business Standard

Tata Consumer Products reported strong revenue growth led by its India business. Analysts expect margins to improve in H2FY26 as tea prices moderate and premium segments expand.