FMCG MAJOR DABUR INDIA LTD
At FMCG box office, rural to script summer blockbuster
This is in sharp contrast to the last two years, when fast-moving consumer goods (FMCG) companies such as ITC, Dabur, Marico, Britannia, Parle Products, Emami and Hindustan Unilever had been focused mainly on premiumisation with demand turning sluggish in villages as the rise in prices of daily essentials, vegetables and fuel had forced consumers to cut down on spending. In the last two years, more than 60% of launches by large FMCG companies have been in the premium segment.
Dabur adds 2 lakh outlets to its network in FY24, highest by any FMCG player
Dabur India significantly expanded its sales network in FY24, adding 200,000 outlets to reach over 7.9 million retail points and 1,22,000 villages. Chairman Mohit Burman highlighted Dabur's deep penetration, with direct access to 1.42 million outlets. The company introduced 14 new products and ventured into emerging categories like mosquito repellents and gel toothpaste.
Stock market update: FMCG stocks down as market falls
The 30-share BSE Sensex was down 262.51 points at 79662.26
Urban areas hardest hit while rural sector holds steady as FMCG growth slows
FMCG sales growth has slowed down in both urban and rural areas despite price cuts. Factors such as heat waves, election-related restrictions, and reduced cash-buying have impacted demand. Analysts foresee a potential rural-led recovery in the second half of FY25, with expectations of muted value growth and potential volume growth for staple companies.
Stock market update: FMCG stocks up as market rises
The 30-share BSE Sensex was up 199.45 points at 80159.83
Kaustubh Pawaskar on 3 FMCG stocks to be bullish on for next 2 years
We should expect rural growth to improve from the current level. Large part of it will be seen in the second half of the year and that will drive the overall volume growth for the consumer good companies and it will help also earning growth to be better.
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Stock market update: FMCG stocks down as market falls
The 30-share BSE Sensex closed down 36.22 points at 79960.38
Nestle India board declares interim dividend of Rs 2.75. Check record date
Nestle India Interim Dividend: Nestle India declares an interim dividend of Rs 2.75 per share for eligible shareholders. The company's standalone net profit increases by 27% YoY.
Stock market update: FMCG stocks up as market falls
The 30-share BSE Sensex was down 135.77 points at 79860.83
Dabur Q1 Update: Consol revenue may grow by mid-to-high single-digit
Travel and out-of-home consumption were impacted by the hot summer, affecting beverage sales, but the culinary category performed well, according to the filing. Dabur noted that 'Badshah Masala' continued to do well, with expected high-teen volume growth.
Dabur sees improvement in demand, rural growth in Q1
The domestic business is expected to record mid-single-digit volume growth and its consolidated revenue is expected to register mid-to-high single-digit growth during Q1 FY25, said Dabur, which owns brands such as Dabur Chyawanprash, Dabur Honey, Dabur PudinHara, Dabur Lal Tail, Dabur Amla, Dabur Red Paste, Real and Vatika.
Coca-Cola offers a $1-billion swig to India Inc families
Coca-Cola India is seeking to sell a minority stake in its subsidiary, Hindustan Coca-Cola Beverages, following PepsiCo's model of outsourcing bottling operations to Varun Beverages Ltd.
Dabur's target price raised to Rs 700 on management's upbeat take on consumption revival: Emkay Global
Emkay Global anticipates that Dabur will benefit from consumption recovery, leveraging its stable distribution expansion, extensive portfolio category coverage, continued emphasis on innovation, and sufficient liquidity for bolt-on acquisitions.
PM Modi shows rural bent, OKs ₹20kcr for PM Kisan Nidhi Scheme
The Prime Minister approved the 17th instalment of the PM Kisan Nidhi Scheme, benefiting 93 million farmers with around ₹20,000 crore. This move is seen as a boost to rural demand and consumer stocks. The new coalition government is expected to focus more on rural welfare, signaling a shift towards consumption-focused policies. Rural markets have shown growth, outpacing urban markets for the first time in five quarters, indicating a positive trend for the FMCG sector. The PM emphasized the government's commitment to farmer welfare and agriculture.
Modi 3.0: FMCG companies can cheer the new coalition government
In a symbolic move, Prime Minister Narendra Modi's first action after being sworn in for a third term was releasing the 17th PM-KISAN installment, providing financial relief to 9.3 crore farmers. With a weaker mandate, the government is expected to focus on rural welfare, potentially boosting FMCG sector growth and consumption.
Abneesh Roy's top four stock picks for strong returns over next year
It is a coalition government and in the past we have seen that whenever that happens spends on the rural do increase. Please note that in the coming months, there are three-four key state elections also. So, we do expect that farm subsidy, farm support programmes will see a higher outlay rather than just a pure play capex, infra spends.
Nifty 50 could scale new peak this week, believes Rajesh Palviya
There was uncertainty when the counting was happening. So, most of the bags moved to the defensive sector and in the defensive sector FMCG, pharma, these two pockets were majorly focused by the market participants.
Move over PSUs, defensive bets can be the next big story under Modi 3.0
Defensive sectors like FMCG and pharma are emerging as potential winners under Modi 3.0, with experts forecasting gains fueled by rural push and policy actions. Investors are advised to explore stocks like HUL, Dabur, and pharma majors for potential returns amidst PSU valuation concerns.
NDA win impact: HUL, HDFC Bank among 31 stocks ideas likely to bounce back
Portfolio allocations and future policies of the NDA govt will be a key determinant of market movements, said a report by Prabhudas Lilladher
FMCG rally continues post poll results; Heritage, HUL, Dabur, Marico jump up to 15%
FMCG stocks surged amid falling markets post-election results, with players like Heritage, Marico, Zydus Wellness, and Godrej Consumer Products rallying. Defensive stocks gained favor as the FMCG index rose by over 5%.
HUL shares rally over 16% in 2 days amid defensive buying; Jefferies sees upside potential of 10%
HUL surges 16% over 2 days due to defensive stock reallocation and Jefferies' upgrade. FMCG index outperforms amidst market volatility. Axis Securities recommends HUL and Nestle for 12-18 months amid uncertain political outlook and preference for quality, low-volatility stocks.
FMCG, healthcare stocks defy markets with spirited fight back, gain up to 4%
As Sensex and Nifty tanked nearly 4% on Tuesday in the wake of early poll trends, FMCG and healthcare sectors held strong, with Nifty FMCG, Nifty Pharma performing well. Dabur India, Colgate Palmolive, and Marico were top gainers.
In Focus: Scrips that like a cloud on the horizon
Companies such as Hindustan Unilever (HUL), Britannia, Dabur, Hero Motocorp, Westlife Foodworld, Shoppers Stop and others have already indicated in their commentary a gradual demand recovery if the monsoon forecast turns out to be accurate.
Expect 15-18% upside in Sun Pharma over medium to long term: Hemang Jani
Sun Pharma numbers were slightly below expectations in terms of EBITDA and we do think that though they have guided for a very strong growth through their speciality portfolio, that is a little bit time away.
FMCG demand most in five southern states: Discretionary or essential, sales go north in south
South India leads post-Covid demand recovery with increased FMCG sales, higher consumer spending, and more shopping trips in 2023, a Kantar report shows. Retail sales growth in the peninsula region outperforms the rest of India. The region's rapid recovery is fueled by a young workforce, new-age sectors, and robust manufacturing investment.
Share of quick commerce in online FMCG sales rockets to 35% in FY24
Quick commerce drove overall ecommerce for these companies as well as the broader fast moving consumer goods (FMCG) industry, company executives said.
FMCG companies expect volume growth in FY25 with improvement in revenue
The companies were forced to slash prices as prices of major commodities had fallen, which had in turn impacted their topline and value growth in the last two quarters of FY24.
FMCG shares rise up to 10%, hint at 'start of a catch-up rally'
Shares of Marico, Godrej Consumer Products, Hindustan Unilever, Dabur India, Emami, Britannia Industries and Nestle India ended 2-10% higher on Tuesday even as benchmark indices closed 0.5-0.6% lower.
Dabur Q4 Results Preview: PAT seen to grow at 9% YoY to Rs 320 crore on domestic revenue growth
Dabur India is expected to unveil a net profit ranging between Rs 313 crore to Rs 341 crore for Q4FY24. The estimates for profit after tax (PAT) hover between Rs 313 crore to Rs 341 crore, with Axis Securities forecasting the highest figure and Anand Rathi predicting the lowest. The upcoming report will shed light on crucial aspects such as EBITDA margins, international business expansion, and enhancements in operating profit margins (OPM).
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