India FMCG sector eyes demand revival in Q1 FY27 as jewellery and value retail chains surge 38-60%
Ahead of April-June earnings, analysts expect easing margin pressure across HUL, Dabur, Marico and GCPL, while value retailers (V-Mart, Vishal Mega Mart, V2) and jewellers (Titan, Kalyan, Senco) post outsized growth; DMart and Trent seen underperforming amid a 24% monsoon deficit and crude price risks.
India FMCG and retail sector expected to show demand recovery in Q1 FY27 earnings, with jewellery outperforming, value retailers growing fast, DMart/Trent underperforming, amid monsoon and commodity risks.