FMCG majors eye healthy Q1FY27 revenue on price hikes as rural demand holds firm
HUL, Dabur, Godrej, Marico and Emami expect calibrated price hikes to lift Q1FY27 revenue despite CPI at 3.93% and food inflation at 4.78%. Rural markets, 60% of customers, stay resilient; premiumization and easing crude seen aiding recovery, though margin pressure looms in 2QFY27.
Indian FMCG majors—HUL, Dabur, Godrej, Marico, Emami, AWL—expect healthy Q1FY27 revenue on calibrated price hikes despite inflation. Volume growth from rural areas resilient; margin pressure looms in 2QFY27; premiumization and easing crude seen aiding recovery.