ITC targets ₹8 trillion FMCG opportunity by 2035 with AI, premiumisation push

ITC is sharpening its FMCG strategy around AI-led segmentation, premium products, quick commerce and omnichannel distribution. Its FMCG revenue rose from about ₹14,720 crore in FY21 to over ₹24,200 crore in FY26, with brands reaching nearly 280 million households.

— Filed Thu, 23 Jul, 2026, 12:56 IST · Source Business Standard · Companies · Updated

ITC targets India’s ₹8 trillion FMCG opportunity by 2035, using AI-led consumer segmentation, omnichannel and quick-commerce distribution, premiumisation and acquisitions. Its FMCG revenue exceeded ₹24,200 crore in FY26, supported by health-focused innovation and a portfolio reaching nearly 280 million households.

Why this matters

ITC’s FMCG expansion follows prior signals of the company hitting 52-week highs while Future Group retail stocks touched fresh lows, underscoring its stronger retail-market positioning.

Retail-company signals are accelerating, up 1,034,100% QoQ.