Nifty FMCG News and Updates

Name: Latest research reports of Godrej Consumer Products Ltd. authored by Emkay and published by - Trendlyne research reports.
Item: Godrej Consumer Products Ltd.
Rating: 5
Author: Emkay

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United Spirits Ltd.

19 Aug 2025

1297.40

-1.53%

Higher input costs likely to hit near-term margins of United Spirits

Business Standard

United Spirits' revenue grew in the June quarter, driven by volume growth, but margins were hit by higher advertising and promotional costs. Brokerages see price correction as a potential opportunity.

Number of FII/FPI investors decreased from 1091 to 825 in Jun 2025 qtr

Dabur India Ltd.

19 Aug 2025

499.75

-1.29%

Can Dabur India sustain its margins despite inflationary pressures?

Economic Times

Dabur India maintained its operating margin in the June quarter. This was achieved through price increases and cost savings. The company anticipates margin improvements in fiscal year 2026. A proposed GST rate reduction may boost demand. Analysts suggest a potential upside for Dabur's shares. The rural market performed well. Dabur expects double-digit growth in the September quarter.

Number of FII/FPI investors decreased from 764 to 755 in Jun 2025 qtr

Godrej Consumer Products Ltd.

19 Aug 2025

1163.90

-2.13%

Thrust on structural growth

Buy: Godrej Consumer Products Ltd.

Emkay

We hosted Vishal Kedia, who heads Global Strategy at GCPL, at our recent conference Emkay Confluence 2025 with a group of investors, to gauge the company’s strategy ahead and assess its recent performance.

Promoters released all pledges in Jun 2025 qtr.

Varun Beverages Ltd.

18 Aug 2025

444.75

-1.57%

VARUN BEVERAGES LIMITED

Hold: Varun Beverages Ltd.

Target

Geojit BNP Paribas

International markets grew 15.1% YoY, led by 16.1% YoY growth in South Africa, on strong currency movement and commissioning of new can line in Durban. EBITDA grew 0.4% YoY to Rs. 1,999cr and margin expanded 75bps YoY to 27.9%, on newer, high-efficiency lines and strong currency in international operations. The company delivered a resilient performance driven by robust execution, *over or under performance to benchmark index expanded distribution and operational ramp-up of new plants. The management is focused on strategic international expansion, backward integration, snack...

Number of FII/FPI investors decreased from 1086 to 1069 in Jun 2025 qtr

ITC Ltd.

16 Aug 2025

405.10

1.25%

F&O Strategy: Buy ITC 410-call

Business Line

We expect the stock to see a technical pull back that can take the price to 419

ITC Ltd. has an average target of 508.62 from 8 brokers.

Marico Ltd.

16 Aug 2025

698.35

-0.75%

'Food Business May Become Bigger Than Edible Oil In Four Years': Saffola Owner Marico's MD

NDTV Profit

The home-grown fast moving consumer goods major, which also operates with brands like 'True Elements' and the plant-based nutrition portfolio of Plix, sees a significant opportunity for expansion of Total Addressable Market, Saffola's MD said.

Marico Ltd. has an average target of 812.38 from 8 brokers.

Food biz may become bigger than edible oil vertical in 3-4 years: Marico MD

Business Standard | 15 Aug 2025

Varun Beverages Ltd.

15 Aug 2025

444.75

-1.57%

Varun Beverages' growth hinges on recovery; outlook stays positive

Business Standard

Despite disappointing volumes and sales in Q1, Varun Beverages saw a 5% profit growth. Brokerages expect mid-teens earnings growth over FY24-26, driven by international business and acquisitions