Middle East conflict and a weak rupee are pushing FMCG input costs up 8-10%, with palm oil +11%, Brent +32%, HDPE +56% and hazelnut +75% YoY. Amul and Mother Dairy raised milk Rs 2/litre, Modern Bread Rs 5/pack, LPG at Rs 913. Beer makers seek 15-20% hikes; shrinkflation likely through H1 FY27.

Times of India · Business · 5/31/2026, 8:14:27 AM

Persistent Brent at $90-100/barrel and West Asia tensions are squeezing Indian FMCG margins. Dairy (+₹2/litre), Modern Bread (+₹5/pack) and fuel (+₹4/litre) have already moved; biscuits, snacks and QSRs are next. With cooking oil up 14-22% YoY and rural growth above 4%, FY27 volume momentum could slip below the 5.4% Q1 print.

Mint · Companies · 5/21/2026, 6:56:50 AM

Dairy and bread already up — Amul and Mother Dairy raised milk ₹2/litre from 14 May; Modern Bread added ₹5/pack on 16 May. Cooking oil is 14-22% higher YoY, WPI hit a 42-month high of 8.3%, and Worldpanel now sees FY27 volume growth easing to ~5% as biscuits, snacks and QSR brace for further pass-through.

Mint · 5/21/2026, 6:55:44 AM

West Asia conflict pushes crude above $111/barrel, cascading into Indian shelves: Amul and Mother Dairy lift milk Rs 2/litre, Modern Bread loaves dearer, Godrej +4-7%, Marico +6-7%, HUL +2-5%. Voltas and Blue Star ACs up 5-8%, Asian Paints 9-14%, smartphones 10-15%, laptops 8-10% as input costs bite this summer.

Business Today · Latest · 5/19/2026, 6:57:18 AM

Rising packaging and freight costs push Modern Bread to hike prices Rs 5 per loaf, with Britannia and Wibs likely to mirror the move. Biscuit price increases are expected next, compounding inflationary pressure after Amul's Rs 2/litre milk hike effective May 14.

NDTV Profit · 5/19/2026, 5:15:39 AM