FMCG
FMCG players witness strong Q3 recovery on demand surge, margin expansion
The FMCG sector anticipates strong volume growth and better operating margins for the December quarter. This positive outlook is fueled by GST reforms, robust festive sales, and easing raw material costs. Companies like Dabur, Marico, and Godrej Consumer Products report signs of recovery. Rural demand continues to outpace urban markets. Organized retail and e-commerce are also showing significant growth.
Haleon Appoints Former Castrol MD Kedar Lele as India Subcontinent President
Haleon has appointed Kedar Lele as president, India subcontinent, succeeding Navneet Saluja. Lele, formerly managing director of Castrol India, will also join Haleon's global leadership team. The company, known for brands like Sensodyne and Crocin, reported strong growth in India, driven by expanded reach and new product innovations.
Hair creme, noodles clock fastest growth: Report
Indian households are changing their buying habits. Hair creme and noodles are now used by more people. This shows a shift from old staples to new convenience items. Companies like Godrej Consumer and Nestle are seeing growth in these areas. This trend diversifies India's fast-moving consumer goods market.
Coming quarters to be strong for FMCG, 5 pc volume growth in first few months likely: Worldpanel
The FMCG sector is experiencing a strong rebound, with a 5% volume growth anticipated in the initial months of 2026. This surge is attributed to robust macroeconomic indicators, including upward GDP revisions and negative food inflation, with manufacturers passing benefits to consumers. Consumer confidence is also returning, according to the RBI's index.
Reliance signs Amitabh Bachchan for packaged water brand Campa Sure
Reliance Consumer Products Limited has appointed Amitabh Bachchan as the brand ambassador for its packaged water brand, Campa Sure. This one-year deal aims to leverage Bachchan's mass appeal alongside Campa Sure's competitive pricing, which is 20-30% lower than rivals. This marks RCPL's third major endorsement in recent months.
Dabur sees demand revival after GST revamp, expects mid-single digit revenue growth in Q3
Dabur sees early signs of demand revival in the third quarter. Improved trade conditions and GST rate changes boosted consumer sentiment. Rural demand outperformed urban markets. The company expects mid-single digit revenue growth. Key segments like Home and Personal Care and Healthcare are set for growth. International markets also performed well.
Marico expects double-digit profit jump in Q3 results
Marico anticipates strong Q3 earnings with operating profit growth in double digits. Consolidated revenue is set to rise in the high twenties percent year-on-year. Easing inflation and tax cuts are boosting sales. The company expects improved consumption ahead. Gross margins are also projected to increase sequentially. Premium personal care performed well.
Delhi HC restrains manufacturer from infringing Britannia's 'Little Hearts' mark
The Delhi High Court has stopped a company from using Britannia's 'Little Hearts' biscuit trademark and shape. The court found the marks and products to be identical. Britannia, as the prior user and registered owner, is protected. An e-commerce platform must remove infringing products. The case will be heard again on May 21, 2026.
India’s next big consumer force is here to stay: Why cracking the Gen Z code will shape the next decade
Nestle India's new MD, Manish Tiwary, is prioritizing quality and health-conscious products, influenced by his son's insights on Gen Z's preference for reading back-of-pack information. This younger demographic, aged 12-30, is transforming India's consumer landscape by demanding authenticity and ethical considerations in their purchases across various sectors.
Zomato, Swiggy delivery workers’ December 31 strike pushes brands to stock up
As delivery gig workers plan a New Year's Eve strike over pay and safety, packaged goods companies are increasing stock in kirana stores and supermarkets. Restaurant chains are promoting their own apps and partnering with unaffected logistics providers to mitigate potential delivery disruptions.
Must Watch
Regulatory delays cripple Indian cos: Certifications disrupt FMCG, electronics sectors' performance
Businesses face significant delays due to slow regulatory approvals like BIS quality certifications and FSSAI licenses. This impacts production schedules, imports, and product launches. Companies report months of delays, missing crucial festive and peak sales periods. Sectors like electronics, telecom, FMCG, and consumer goods are most affected. Regulatory preparedness is key to business success in India.
GST cut drives FMCG growth in first quarter: Consumers buy more soaps, snacks and staples
Consumer demand for daily necessities and groceries saw a significant volume increase in October-December, following GST rate reductions on several items. This pickup in sales, with volumes rising 9-10%, indicates a revival after an inflation-led slowdown. The positive trend is expected to continue, driven by factors like income tax benefits and cooling commodity prices.
FMCG companies refill all channels as GST dust settles; expect sales upswing
Consumer goods companies in India are seeing normalised inventory levels after GST disruptions, with production now at full capacity. Companies anticipate a strong sales rebound starting next quarter as operational adjustments are complete and GST benefits are passed on to consumers, driving demand.
New BIS standard for 'agarbattis' to ensure consumer safety, boost Rs 8,000 cr market
India, the world's largest agarbatti producer, has introduced a new quality standard, IS 19412:2025, to ensure consumer safety by prohibiting certain insecticidal and fragrance chemicals. This move aims to boost the Rs 8,000 crore incense stick market and enhance global competitiveness by ensuring safer products and consistent quality.
Colgate India gets Rs 267 cr demand order from taxman
Colgate-Palmolive India has received a tax demand order for Rs 267.64 crore. This relates to fiscal year 2021-22. The demand is for adjustments in inter-company pricing and disallowed expenses. The company will appeal the order. This demand does not impact current operations or financials. The industry is seeking clarity on tax rules.
Indian consumer giants' CEOs changing at a pace not seen since Covid
Top leadership is changing rapidly across consumer companies in 2025. Major firms like Hindustan Unilever and Britannia Industries are seeing unexpected exits. This shift is fueled by intense competition from digital brands and a demand for quicker growth. Companies are prioritizing leaders with strong digital skills to navigate a complex market.
