Q4FY26 FMCG revenue grew just 2.6% YoY to ₹2,890 cr while edible oils Ebit slumped 31% to ₹178 cr on palm (+20%) and soya (+23%) price spikes. ICICI Securities cut FY27 EPS by ~14%, with valuation now at 35x FY27 EPS versus a peak market cap of ~₹73,000 cr in April 2025.

Mint · Markets · 6/2/2026, 8:04:02 AM

Dabur, Britannia, Tata Consumer and Emami are relocating production and sourcing from UAE to India, Egypt and Turkey, accepting margin pressure to insulate exports from Iran conflict fallout. Emami's international arm fell 5% in Q4 with 50% of West Asia SKUs UAE-made; Mundra emerges as alternate export hub.

ET Retail · 6/1/2026, 5:22:05 AM

Indian FMCG majors are relocating manufacturing and diversifying sourcing after the Iran conflict and Hormuz blockade hit West Asia exports. Emami now makes 50% locally in West Asia; Dabur saw 5% YoY Q4 international decline before April's 2% rebound. Europe sourcing shifts 30%, India exports 20%.

ET Small Business · 6/1/2026, 12:34:17 AM

Indian FMCG majors HUL, Dabur, Marico, Britannia and Nestle face a sharper margin squeeze in FY27, with Crisil projecting volume growth slowing to 2-3% from 5-6%, even as 6-7% price hikes lift revenue 8-10%. Gross margins seen falling 300-350 bps and Ebitda margins 150-200 bps as West Asia-led crude inflation bites.

Mint · Industry · 5/26/2026, 12:32:32 AM

Mother Dairy, Coca-Cola, PepsiCo and Britannia are scaling distribution as ice-cream volumes more than doubled in 10 days and dairy beverages jumped 30%. But 8-10% price hikes and fuel costs are capping durables: AC sales up just 15% YoY and fridges 10%, well below peak-summer expectations.

ET Small Business · 5/25/2026, 12:33:54 AM

At India Communication Summit 2026, leaders from LG India, Britannia, Ikea India, Diageo, Reliance and Somany Ceramics argued authentic press coverage still anchors brand trust and Gen Z resonance even as AI assistants reshape discovery, with 84% citing earned media's continuing edge.

ET Brand Equity · 5/23/2026, 12:23:02 PM

Q4 revenue jumped 63% to ₹1,484.7 cr on Comfort Click and RiteBite acquisitions, but FY26 net profit fell 43% to ₹197 cr as finance costs ballooned 9x and Ebitda margin slipped to 18.2%. Management signals more price-led growth amid 8.3% WPI inflation, with debt reduction and new launches as FY27 priorities.

Mint · 5/19/2026, 11:17:54 AM

Q4FY26 marked the strongest rural recovery in years with 11% net sales and 13% profit growth, led by FMCG, autos and value retail. Tractor sales jumped 23% while 2W/PV/CV grew 12-15% YoY in April. Rising crude, packaging and logistics costs alongside El Niño monsoon risks now threaten margins and H1FY27 demand.

Mint · Markets · 5/18/2026, 9:18:07 AM

Dabur, Marico, Nestle, HUL, Britannia and Parle are signaling 2-5% price hikes or grammage cuts as West Asia conflict lifts fuel costs. Sector inflation is tracking 8-10%, with FY expectations near 10%, squeezing monthly household budgets over the next few quarters.

ET Small Business · 5/16/2026, 6:50:56 AM

A wave of CEO exits swept India's FMCG sector in 2025, with HUL, Britannia, Nestle India, Diageo and PepsiCo among those changing leadership as boards lose patience amid weak volumes, urban demand slowdown and inflation-hit margins.

CNBC TV18 · Retail · 5/13/2026, 10:25:39 PM