BSE FMCG Sector News and Updates

Name: Latest research reports of Godrej Agrovet Ltd. authored by ICICI Securities Limited and published by - Trendlyne research reports.
Item: Godrej Agrovet Ltd.
Rating: 5
Author: ICICI Securities Limited

Keep track of all breaking news on BSE FMCG Sector from all sources in a single place.

Godrej Agrovet Ltd.

27 Sep 2025, 08:28AM

715.80

4.09%

Godrej Agrovet signs 960 cr MoU with Food Processing Ministry for R&D and manufacturing

Business Line

Under the agreement, Godrej Agrovet plans to establish manufacturing and processing facilities along with an upstream R&D centre, focusing on its Oil Palm and Pet Food businesses.

Godrej Agrovet Ltd. is trading below all available SMAs

Godrej Agrovet inks pact with Food Processing Min for 960 cr investment

Business Standard | 26 Sep 2025, 09:04PM

Godrej Consumer Products Ltd.

26 Sep 2025, 08:32PM

1163.90

-2.13%

Broker's call: Godrej Consumer (Buy)

Business Line

Anand Rathi

Promoters released all pledges in Jun 2025 qtr.

Hindustan Unilever Ltd.

26 Sep 2025, 06:04PM

2511.80

-1.04%

HUL expects near-flat Q2FY26 growth as GST rate cuts likely to hit sales

Business Standard

Leading FMCG major HUL on Friday said that while reduced GST rates will support long-term consumption, short-term order postponement due to anticipation of lower tax led to "near flat to low-single digit" business growth in the September quarter. HUL, which owns popular brands like Lux, Rin, Surf Excel, and Ponds, has witnessed a transitory impact "in the form of disruption at distributors and retailers" across channels to clear existing inventories at old prices. "This has resulted in postponement of ordering in anticipation of receiving new stocks with updated prices and lower orders across the overall portfolio as consumers delayed their pantry buying," said HUL in a regulatory filing. This disruption resulted in a short-term impact on sales for the company in the September quarter. "Given our existing pipeline inventory in the channels, we expect this impact to continue into October as well," he said. Though these reforms are expected to increase disposable income and drive ..

Hindustan Unilever Ltd. is trading below its 30 day SMA of 2607.2

Tata Consumer Products Ltd.

26 Sep 2025, 03:31PM

1119.00

-1.34%

World Food India 2025: Tata Consumer Signs Rs 2,000-Crore Pact With Ministry Of Food Processing Industries

NDTV Profit

Tata Consumer signed the MoU as part of the investment promotion activity for World Food India 2025.

Tata Consumer Products Ltd. is trading above all available SMAs

Godrej Agrovet Ltd.

26 Sep 2025, 11:46AM

715.80

4.09%

Godrej Agrovet Shares Have A 42% Upside Potential; ICICI Securities Says Initiating 'Buy'

NDTV Profit

The stock has dipped 11% in last 12 months, the brokerage sees material upside ahead, hence initiates coverage on Godrej Agrovet with a Buy.

Godrej Agrovet Ltd. is trading at high day volume of 1.4M.

AWL Agri Business Ltd.

26 Sep 2025, 10:58AM

261.45

-0.08%

AWL, SEA, Solidaridad sign pact on mustard model farm project

Business Line

3,000 mustard model farms to be established in nine districts across India under collaboration

AWL Agri Business Ltd. has an average target of 312.50 from 2 brokers.

Godrej Agrovet Ltd.

26 Sep 2025, 12:00AM

715.80

4.09%

Feed, farm, flourish: Multi-pronged momentum ahead

Buy: Godrej Agrovet Ltd.

Recommendation Target

ICICI Securities Limited

Godrej Agrovet (GOAGRO) has exhibited a pronounced and sustained recovery across its metrics over the last 12–18 months, as cost and margin gains prevailed over soft volume growth.

Godrej Agrovet Ltd. is trading below all available SMAs

ITC Ltd.

25 Sep 2025, 09:15PM

405.10

1.25%

ITC upbeat on festive demand with GST relief, but flags inflation risks

Business Standard

Leading FMCG player ITC expects a surge in the festive demand this season after the GST rate cut, and reduced prices will have a multiplier impact on volumes for the packaged food industry, a senior company official said. However, the FMCG major is also cautious about the existing inflation on some products, its Executive Director and Divisional Chief Executive of the Foods Business Division, Hemant Malik, said. ITC, which owns popular brands as Aashirvaad, Sunfeast, Bingo!, and B Natural, has already passed on the benefits of the GST rate cuts applicable from September 22, and expects a boost in consumption and investment as well as a multiplier impact on the economy. "A lot of expenditure by consumers is also driven by sentiment. When the message reaches consumers that prices have come down, it does allow people to open their purses. Once that happens, it is a multiplier impact in terms of volume increase It has a multiplier impact on the economy, both from the aspect of employme