FMCG MARKET IN INDIA
India-Pakistan tensions paused, not over: Should you do any tactical alignment in investment portfolios during border hostilities?
India-Pakistan tensions: The tensions between India and Pakistan have paused now. However, the recent tensions have taken a toll on the investment portfolios. Currently, the tensions have not escalated to a war level. However, what should be your strategy during border hostilities? Read on to know how you should manage your investment portfolios.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 31% in 1 year
As far as the market is concerned, two worrying “events” are now behind it. One, which was important from a domestic perspective, was the India-Pakistan tensions. And two: On the tariffs front, the US stands seems to have mellowed vis-a-vis the rest of the world. There is thus a high possibility that we will see a more bullish than bearish move in equity markets worldwide. And India will be no different. So, be bullish. But be selective and cautious as well.
Market rally or mirage? 6 ways to safeguard your portfolio amid Pakistan tensions
Following a ceasefire agreement after Operation Sindoor, Indian markets rallied, though analysts advise caution due to potential conflict escalation. Experts recommend a strategic approach, emphasizing cash reserves, diversified asset allocation, and continued SIP investments. Focusing on quality stocks and defensive sectors like pharma and FMCG can help investors navigate geopolitical uncertainty and capitalize on opportunities.
I-Sec maintains Add on Godrej Consumer Products, raises target price to Rs 1,380
ICICI Securities is positive on Godrej Consumer Products. It has set a new target price of Rs 1,380. The firm anticipates strong revenue and profit growth for Godrej Consumer Products. They project significant CAGR for revenue, EBITDA and PAT over the next few years. Key risks include competition and slowdown in specific product categories.
FPI declined in April to Rs 42 billion from Rs 63 billion in March: IDBI Capital
Foreign portfolio investors (FPIs) recorded a net inflow of Rs 42.2 billion, witnessing a decline from Rs 62.71 billion in March, according to the data compiled by IDBI Capital.
- Go To Page 1
IPL Portfolio: Mid-innings, momentum & market mavericks — smallcase manager Piyush Mehta picks his dream 11
As markets play through a mid-innings slowdown, Piyush Mehta of Caprize Investment builds his Dream 11 portfolio with a mix of aggressive openers and steady all-rounders.
Dr. Reddy's eyes aspirational goal to be in top five in the Indian market
Dr. Reddy's Laboratories is prioritizing innovative product launches through strategic partnerships to achieve a 15-16% growth in the Indian market. The company's focus includes expanding its portfolio with new products, growing existing brands, and strengthening its consumer health segment. Recent successes include the launch of toripalimab and upcoming respiratory vaccine and allergy product launches.
India Inc earnings show early signs of recovery; Q2 may see boost, Mayuresh Joshi, Head Equity, Marketsmith India
Q4 earnings across sectors show mixed trends, with BFSI, agrochemicals, and alco-beverages performing well. FMCG and IT remain soft, but a broader recovery is expected from Q2 onward.
Dalal Street Week Ahead: Nifty faces crucial test at key support zone amid rising volatility
Despite global uncertainties and geopolitical tensions, Indian equity markets showed resilience, consolidating before a slight weekly loss. The Nifty oscillated within a range, defending key support levels while volatility surged. Technical analysis suggests the 23950-24050 zone is crucial; defending it implies continued consolidation, while breaching 23900 could signal weakness. A defensive approach focusing on low beta stocks is advised.
Quick commerce platforms see little impact in border towns and cities
Quick commerce platforms like Zepto, Blinkit, and Swiggy Instamart continue operating in border states despite India-Pakistan tensions. Amid rising hostilities, panic buying surged, especially for essentials. Authorities and oil companies assured citizens of ample supplies, urging them not to hoard or fall for rumours.
Why stock market fell today: Sensex closes 880 pts lower, Nifty below 24,050; 5 reasons behind the decline
The Indian Army reported that Pakistani forces carried out multiple drone and munitions attacks overnight along the western border. Blasts were heard in Jammu during a missile and drone assault on military installations in the Kashmir region on Thursday night, marking the second day of cross-border hostilities.
Defence stocks, consumer staples emerging as reliable plays for FY26: Religare's Dr Ravi Singh
Some Investors are shifting toward safe-haven assets like gold, U.S. Treasuries, and defensive sectors such as healthcare and consumer staples. Geographic diversification, higher cash holdings, and exposure to real assets like commodities and real estate offer protection.
See value in auto, banking sectors; 2 top trading picks in this market: Aamar Deo Singh
Angel One's Aamar Deo Singh suggests that despite geopolitical tensions, Indian markets show resilience. He highlights IDFC First Bank and Marico as potential trading opportunities, with specific targets and stop losses. Singh notes that auto ancillary, banking, and FMCG sectors are performing well, while caution is advised due to elevated India VIX levels.
Small players, rural demand drive 11% value growth in Q4: volume growth slows to 5.1%: NielsenIQ
India's FMCG sector saw 11% value growth in Q1 2025, driven by price increases, while volume growth slowed. Rural demand, though still outpacing urban areas, saw a decline. Small manufacturers led sector growth for the second consecutive quarter, benefiting from a low base and changing market dynamics, even as e-commerce continued to expand.
Small FMCG cos pack a big punch, outpace majors with 11.9% volume growth in March quarter
Consumer goods sales experienced double-digit growth in the March quarter, driven by price increases and smaller manufacturers, though volume sales dipped due to urban slowdown and slower rural growth. Rural markets outpaced urban areas, while smaller manufacturers grew faster than the overall FMCG market. Consumption of food slowed down, impacted by decreased volumes in staple categories.
Stocks to buy today: Nuvama sees 27% upside in Dabur post Q4; Motial maintain buy on Coal India
Despite near-term challenges, brokerages like Nuvama and Motilal Oswal remain optimistic about Dabur, GCPL, and Coal India. They cite potential upsides of 27%, 17%, and 25% respectively, driven by sector recovery, strategic initiatives, and capacity expansion. While Dabur and GCPL navigate demand pressures, Coal India benefits from volume growth and infrastructure improvements.
ETMarkets Smart Talk: VUCA environment is the new normal amid tariff, India-Pakistan tension — stay agile, stay invested, says Niraj Kumar
Clearly, we are living in a “VUCA” world and volatility is par for the course, but what makes these volatile times interesting is that we can capitalise on the opportunity to acquire good businesses at relatively favourable valuations.
Go for a barbell strategy in cement; a strategic repositioning in BFSI and FMCG: Sumit Bhatnagar
Sumit Bhatnagar of LIC MF suggests a barbell strategy for cement investments, blending segment leaders with companies gaining from regional price increases. Recent portfolio adjustments involved reducing IT and capital goods holdings while increasing BFSI and FMCG positions. Allocations also shifted from mid and small-cap to large-cap stocks, indicating a strategic repositioning towards consumption and defensives.
Stocks in news: L&T, Titan, Asian Paints, Coal India, Dabur, Kfin Tech
Shares of L&T, Titan, Asian Paints, Britannia, Canara Bank and Kalyan Jewellers will be in focus as the companies will announce their fourth quarter results today.
Less to spend, India buys less of daily needs
FMCG sector growth slowed to a two-year low in the March quarter, with volume sales rising by only 3.5%. Rural markets experienced a significant slowdown, while urban demand remained stagnant. Smaller local brands outperformed larger ones in cities, but established companies maintained strength in rural areas.
FMCG likely to bounce back in 12-18 months: Godrej Consumer MD
Godrej Consumer Products anticipates a revival in FMCG volume growth, projecting a mid-high single-digit increase this financial year. The company attributes the recent deviation from historical trends to factors like easing food inflation and upcoming pay commission revisions.
India-UK FTA to benefit exporters, steer bilateral trade towards $100 bn by 2030: Industry
India and UK's Free Trade Agreement is set to boost bilateral trade. Indian exporters can expand their presence in the UK market. The agreement aims to achieve a trade target of USD 100 billion by 2030. Sectors like FMCG and healthcare will gain momentum. TVS Motor Company anticipates new opportunities for growth and market access.
India-UK FTA to push trade to $100 billion by 2030, says India Inc; FMCG, healthcare to gain
The India-UK Free Trade Agreement is set to boost trade. India Inc anticipates bilateral trade to reach $100 billion by 2030. The deal is expected to strengthen strategic ties. Sectors like FMCG and healthcare will likely benefit. Industry groups report their demands were largely met. Ficci highlights market access and social security considerations.
Sensex, Nifty edge higher after muted start as traders assess Operation Sindoor impact
Indian stock market indices experienced a slight dip at the opening bell. This followed the Indian Armed Forces' precision strikes on terror infrastructure in Pakistan and PoK. The operation, named 'Operation Sindoor', targeted locations used for planning attacks against India. The Ministry of Defence emphasized the operation was focused and non-escalatory.
UBS finds 4 reasons to be bullish on Indian stocks, picks 4 fav sectors
UBS forecasts an 8% Nifty 50 upside over the next year, driven by a Rs 7 trillion consumption stimulus, lower oil prices, resilient rural demand, and attractive valuations. The brokerage favours financials, autos, real estate, and consumption sectors, while remaining cautious on IT, industrials, and pharma due to global uncertainties.
Marico extends CEO Saugata Gupta's term for 2 years
Marico, the Indian FMCG giant, has reappointed Saugata Gupta as Managing Director & CEO for another two years, effective from April 1, 2026, to March 31, 2028. The board also approved the continuation of Harsh Mariwala, Chairman and Founder, as a Non-Executive Director. Gupta has been with Marico since 2004 and has served as MD & CEO since 2014.
IPL Portfolio: Make consumer stocks your top-order in dream 11 team, says smallcase manager Robin Arya
GoalFi suggests a balanced investment approach, mirroring an IPL team, with financials as the anchor due to strong credit growth. Consumer-facing sectors lead the top order, driven by demand revival, while manufacturing and capital goods offer mid-overs acceleration. Select digital and tourism themes provide tactical opportunities for match-winning returns, creating a portfolio for diverse market conditions.
FMCG giant Marico expects moderating inflation, healthy monsoon to improve growth in its core categories
Marico anticipates improved growth in its core categories, driven by moderating retail and food inflation and a promising monsoon season. The company reported an 8% year-on-year increase in its March quarter consolidated net profit, reaching Rs 343 crore. With a focus on urban-centric portfolios and strategic channel approaches, Marico expects consistent and competitive growth in the medium term.
Load More
