FMCG SECTOR TRENDS
F&O Talk | Markets caught between dovish RBI, global trade jitters. Nifty eyes resistance at 23,500 amid volatility: Rahul Ghose weighs in
The Indian equity market saw a mild weekly decline, despite strong Friday gains. RBI's rate cut and shift to an accommodative stance provided optimism. However, global volatility, US-China tensions, and FII selling impacted sentiment. Key sectors to watch include FMCG (bullish) and IT (bearish).
Probability favours them: 2 sectors, 7 stocks which might be higher by this time next year, just because of one habit
Uncertainty is what the stock market hates most. The way the tariff crisis is panning out globally, chances are that the markets will be in a state of uncertainty for much longer than most of us imagined. Look at how President Trump responded on the Iran issue, suggesting he is open to a military option. So, one or the other Trump-induced crisis will continue to roil the street. Now, in such conditions, there is a likelihood that money will flow to stocks of companies which may not show very high growth, but always have a steady growth, whatever the economic conditions may be.
Hiring outlook remains positive; 45 pc companies plan to recruit in FY26: Report
A recent report indicates a positive hiring outlook for the upcoming financial year, with 45% of employers planning to hire for new permanent positions. Temporary hiring is also gaining traction, while retail, e-commerce, and Q-commerce sectors are expected to lead in manpower recruitment. Organizations foresee moderate to substantial hiring growth, emphasizing the need for effective talent management strategies.
F&O Talk | Markets cautious amid tariff heat. Nifty wavers, Bank Nifty holds firm: Sudeep Shah of SBI Securities
Indian equity markets ended slightly lower this week as Nifty and Sensex fell 0.3% despite a strong Friday rebound. RBI cut the repo rate by 25 bps, adopting an accommodative stance. Global trade tensions added to market volatility.
Strategies for retail investors to survive in uncertain markets
Global markets are witnessing sharp corrections amid Trump’s trade wars, policy uncertainty, and economic slowdown fears. Volatility indices are spiking, nearing pandemic levels, prompting experts to advise caution, continued SIPs, and reducing risky exposure during market rallies.
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.
Markets likely to consolidate, FMCG has done well: Aamar Deo Singh, Angel One
Markets may remain in a consolidation phase with no sharp recovery expected soon. Pharma sector is watchful, FMCG shows resilience, and Nifty faces key resistance at 22,600 with support near 22,100–22,200 levels, says Aamar Deo Singh, Angel One.
Like it or not, you need to be tactical to tackle tariff-led volatility; 6 FMCG stocks with an upside potential up to 32%
We have a US president creating a New World Order. So, by no stretch of imagination are we in conventional times. And unconventional times require unconventional solutions. While we believe in the power of long-term investing, the fact is that there are times when you need to be tactical. Or just stay out of equities. Consider this: If the Chinese dump of steel and other metals, it would make sense to stay away from metal stocks. But if you are moving out of metals, where do you put your money? Maybe sectors where dumping cannot happen, where a certain amount of growth is inevitable, and where there is no fear of tariffs. So, prepare for a tactical play.
There’s enough firepower with domestic fund managers to pick quality stocks on dips: Sunil Subramaniam
India's economy shows resilience amid tariff concerns, supported by domestic investor cash and weakening oil prices. DII buying has commenced, signaling a positive market outlook. Rate-sensitive sectors like BFSI and consumption are favored, while IT and defense require caution. Hospitality and aviation benefit from domestic tourism and lower crude prices.
2 top stock recommendations from Vinay Rajani
Vinay Rajani of HDFC Securities suggests caution despite the recent market rebound, noting uncertainty persists. He identifies FMCG and NBFC sectors as showing potential, with FMCG being the stronger of the two. Rajani recommends Britannia and Chambal Fertiliser as specific stock picks for short-term trading, advising strict stop-losses.
Are bank stocks bullet-proof in a tariff-ied world? FII’s $2 billion bet says so
Foreign institutional investors (FIIs) aggressively bought financial services stocks worth Rs 14,274 crore in March 2025, while selling other Indian equities. This indicates confidence in Indian banks amid global volatility. Supported by robust financial updates, attractive valuations, and expected improvements in H2 FY26, Indian banks appear resilient to international market fluctuations.
How smart televisions are reshaping content consumption and marketing strategies in India
Connected TV (CTV) adoption in urban India is reshaping content consumption, driving family-focused programming and interactive ads. Streaming platforms like ZEE5 and Amazon Prime are prioritising shared experiences, while brands expand CTV investments. Live sports and AI-enhanced viewing further boost CTV’s growth in home entertainment.
A bearish Nifty faces resistance at 23,000: Analysts
Despite broader weakness, stock-specific bullish setups are visible in Marico, Bajaj Finance, Max Healthcare, HDFC Bank, Tata Consumer, MFSL, Indus Towers, Nestle, Pidilite Industries, ICICI Bank, Hindustan Unilever, and Apollo Hospitals.
F&O Talk| Trade turmoil triggers technical breakdown: Nifty sheds 1,000 pts in 8 sessions. Sudeep Shah weighs in
Benchmark indices Sensex and Nifty 50 fell by 2.6% each due to a global sell-off triggered by U.S. tariff actions. IT stocks suffered the most, plunging 9%, while the Nifty Metal index dropped 7.5%. Analysts recommend caution amid ongoing market volatility.
ETMarkets Smart Talk: From loss to gain: Amit Jain’s strategy for investors sitting on portfolio losses
The Indian markets showed resilience in March, rebounding from the February downturn, driven by strong domestic liquidity, positive global cues, and expectations of stable economic growth.
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.
Dabur expects flat revenue growth in Q4; Marico estimates demand to be stable
Dabur anticipates flat consolidated revenue growth in Q4 2025, citing delayed winters and urban slowdown. The company expects a mid-single digit decline in India FMCG business with margins contracting by 150-175 bps. In contrast, Marico reports stable demand trends with an uptick in volume growth, underpinned by easing inflation and forecasted normal monsoon.
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