PALM OIL DEMAND
Edible oil industry body demands hike in import duty of refined palm oil to protect local industry
Solvent Extractors' Association of India (SEA) urges the government to increase import duty on refined palm oil. They want the duty to go up to 40 percent. This move aims to safeguard local processing industries. SEA highlights the disadvantage faced due to cheaper refined palmolein imports. They say exporting countries encourage this by imposing high duties on crude palm oil.
Reckitt Benckiser's rare reflection: India a big growth driver
Reckitt Benckiser's CEO, Kris Licht, highlighted India as a key growth driver, anticipating sustained strong volume growth alongside China. The company's success is fueled by strong organic performance in germ protection (Dettol) and intimate wellness (Durex). Reckitt's strategic alignment with India's public health goals has deepened market penetration.
First half of FY26 to be better than previous 6 months, gross margin to moderate further: HUL
Hindustan Unilever anticipates a stronger first half of FY26 compared to the latter half of FY25, projecting low single-digit price growth, according to CFO Ritesh Tiwari. While gross margins may moderate due to commodity inflation, HUL remains committed to value pricing.
India Inc revenue growth to remain flat, profitability to widen in Q4: Crisil
India Inc's revenue growth will remain flat at about 5-6 per cent in the March quarter, but profitability will widen, a domestic rating agency said on Thursday.
HUL Q4 Preview: Same old story of muted demand, flattish volumes to repeat
Hindustan Unilever is likely to report muted Q4FY25 results with 2% revenue growth and flat volumes due to urban slowdown, high input costs, and rising competition. Margins remain under pressure, though cost controls may aid EBITDA. Demand recovery remains key.
Nestle Q4 Preview: PAT may fall 5% YoY as high costs, subdued demand hurt
Nestle is expected to post modest Q4 revenue growth of 5% YoY, driven by beverages like coffee, but muted profitability due to high input costs and weak urban demand. Gross and EBITDA margins are likely to contract, with analysts noting pressure from inflation in coffee, cocoa, and oils.
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Palm Oil demand from China and India expected to rise as prices become competitive, says MPOC
Palm oil demand is anticipated to rise from major buyers like China and India due to its competitive pricing compared to rival vegetable oils. While Malaysian palm oil prices have decreased this year, they are expected to remain supported. China aims to replenish inventories, while India seeks to capitalize on lower prices to rebuild its stock.
Where to find alpha in consumption stocks in FY26? Amnish Aggarwal explains
Amnish Aggarwal anticipates improved consumption in FY26, driven by rural growth, tax cuts, and cooling inflation. While hyper-competition and quick commerce impact the urban landscape, food sector growth remains promising but fragmented. Companies like Britannia and ITC, previously affected by high raw material costs, may see margin stability, though widespread margin expansion is unlikely.
FMCG cart likely to stay light in March quarter too
The FMCG sector anticipates another subdued quarter due to persistent weak urban demand and elevated input costs. While rural demand shows slight improvement, overall consumption remains tepid. Companies like HUL face flat volume growth, while ITC expects moderate cigarette volume increase. Varun Beverages projects strong revenue growth, but Britannia's profitability may be affected by high commodity costs.
F&O Talk | Bank Nifty outperforms as valuations stay attractive, liquidity support continues: Shrikant Chouhan of Kotak Securities
Markets extended their winning streak for the fourth straight week, logging gains of over 3.8% in a truncated trading week, as investor sentiment remained buoyant amid favorable macroeconomic data and steady global cues.
Follow the shopper: 6 reasons why consumption stocks could be the star act of FY26
India's consumption theme is poised for a strong FY26, fueled by tax cuts, easing monetary policy, and a promising monsoon. The Rs 1 lakh crore income tax relief and potential 8th Pay Commission implementation are expected to boost spending.
India may get heaven-sent relief just when Don created chaos
India received a boost this week with the IMD predicting above-average monsoon rains for 2025, offering relief amid global trade uncertainty. The monsoon, crucial for crop irrigation, is expected to enhance agricultural output and lower food prices, easing inflation.
Stock markets on a rebound, more cheer is coming
Indian stock markets witnessed a significant surge, with the Sensex jumping 1,577 points and the Nifty soaring 500 points, fueled by positive global cues and softening inflation. Retail inflation hit a five-year low of 3.34% in March, raising expectations of further rate cuts by the RBI.
FMCG firms may register low single-digit revenue growth in FY25: Report
BNP Paribas India anticipates a 5% revenue increase for FMCG firms in Q4 FY25, but with nearly flat margin growth. The report lowers FY26 earnings estimates for most companies, except Godrej Consumer Products and Emami. A favorable base is expected in FY26, driven by lower crude prices and improving rural growth, though urban mass consumption has slowed.
FMCG firms may register low single-digit revenue growth in FY25: Report
BNP Paribas India anticipates a 5% revenue increase for FMCG firms in Q4 FY25, but with nearly flat margin growth. The report lowers FY26 earnings estimates for most companies, except Godrej Consumer Products and Emami. A favorable base is expected in FY26, driven by lower crude prices and improving rural growth, though urban mass consumption has slowed.
Valuation corrections present FMCG buying opportunities; Nestle, Marico among top picks: Abneesh Roy
Abneesh Roy of Nuvama Institutional Equities suggests FMCG companies will face margin pressure in Q4 due to inflationary raw materials like palm oil and copra. Urban slowdown impacts mass consumption, while rural-focused and premium urban segments perform better. Demand and margin improvements are expected from Q2, with Q1 showing slight improvement over Q4.
Expect 10-12% earnings growth this year; betting on FMCG for next 12-18 months: Varun Goel
Varun Goel anticipates a significant earnings growth for the Indian market, driven by rate cuts, tax reductions, and a favorable monsoon. While acknowledging global tariff concerns, he favors domestic-focused sectors like FMCG, infrastructure, and vehicle finance. He remains positive on NBFCs and expects gold loan companies to thrive in the current economic climate.
FMCG companies facing stiff competition from regional players on margins: Report
Indian FMCG companies are grappling with intense competition from regional and D2C brands, alongside pressure to clear old stock. While beverage firms anticipate strong summer sales, overall volume growth remains weak, though rural demand offers some balance. Rising raw material costs are forcing price hikes, potentially boosting revenue, but impacting profit margins.
Oil drops to 4-year low, China metals tumble on recession fears
Oil slid around 3% on Monday to its weakest since 2021, while most commodity markets including metals tumbled as an intensifying trade war between the United States and China triggered worries over demand for raw materials.
‘Only the weak will fail’: Trump tees off as $6 trillion vanishes in market meltdown triggered by ‘Liberation Day’ tariffs
Donald Trump dismissed the worst US market crash since the pandemic, brushing off investor panic as a "great time to get rich". His sweeping tariffs have sparked a global trade war, drawing retaliation from China and warnings from economists about recession and inflation. While markets reeled and global leaders called for calm, Trump posted defiant messages from his golf course, insisting his strategy would boost US manufacturing and force trade concessions. Critics warn the fallout could be far-reaching and painful.
Rural-urban divide in FMCG demand continues to widen
Marico observed stable demand and volume pick-up in Q1 2025 due to rural market improvement and easing consumer wallet stress. Dabur expects flat revenue growth and mid-single digit decline in India's FMCG business, citing inflation and urban slowdown impacts. Moderating retail and food inflation, normal monsoon forecasts, and firm input prices were crucial factors.
India's March palm oil imports rise but stay below normal levels, dealers say
India’s palm oil imports rose 13.2% in March to 423,000 tons but remained below normal as high prices led refiners to favor soyoil, which saw a 24% jump in imports. Total edible oil imports grew 9.3% to 968,000 tons. Palm oil demand may stay low until July when prices become more competitive.
Bounceback: FMCG demand rises in urban markets during March quarter
Demand for daily groceries and personal-care items has rebounded, driven by increased stocking of summer-focused products, particularly in urban areas. Retail inflation easing may support stabilized demand, though FMCG companies might face selective price increases due to rising agricultural commodity costs, impacting volumes and margins.
FMCG sector may see mild revenue rebound to 6-8% in FY26: Crisil Ratings
India's FMCG sector is predicted to experience a slight revenue increase of 100-200 basis points to 6-8% in fiscal 2026 due to rising urban and stable rural demand. The 2024-25 fiscal is expected to see 5-6% revenue growth, driven by volume increases and pricing adjustments due to inflation. Operating profitability will remain stable at 20-21%.
Stock picks of the week: 5 stocks with consistent score improvement and an upside potential of up to 42%
As the market shows signs of recovery, here are some points to consider before taking any decision based on the short-term movement of indices. Volatility is not going anywhere anytime soon. But volatility is an opportunity if you are able to do just two things: First, buy quality stocks, and for the long term. Second, focus on the business you are going to own. Buy the right business, even if expensive, and you will see returns over the long term. Our selected stocks today depict a strong upward trajectory in their overall average score, which is based on five key pillars – earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Slow demand, margin pressure dim short-term FMCG outlook
FMCG and retail companies face short-term challenges from weak demand and shrinking margins due to higher product prices and inflation. Smaller cities are driving growth, outperforming metros. Future performance depends on demand recovery and effective cost management, with a potential for margin recovery driven by rural demand.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
In a week that saw volatility in the Nifty and Sensex, and the US and other global markets were also trading with cuts on most days, sentiment was bound to turn bearish. And it will only get worse, what with more and more people throwing the word “recession” around. Will this continue for some more time? Yes, surely; and why not? In a world where tariffs on whisky are making headlines, probably the market can and may get a bit more tipsy. So, time to look beyond the next four years of Trump’s tenure? Just remember: The market has endured many such four-year stints.
Kidney-damaging jaggery? How this 'healthy' sweetener could be slowly harming your internal organs
Recent findings show the presence of harmful chemicals in market-sold jaggery, posing significant health risks such as kidney damage. Adulterants like washing soda and metanil yellow are being used to enhance jaggery's appearance and volume, especially during festive seasons.
Patanjali Foods partners with Manipur govt for oil palm plantation initiative
Patanjali Foods Limited has signed an MOU with the Government of Manipur to implement an Oil Palm Plantation Programme under NMEO-OP, starting in April 2025. The initiative aims to cover 2,700 hectares in the first year and expand operations in four districts, promoting sustainable oil palm cultivation in the state.
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