FMCG COMPANIES
FMCG distributors seek clarity, compensation on GST rate change
FMCG companies are awaiting government guidelines to manage existing inventory with printed MRP under the current GST regime as they transition to a new system with reduced duties. While the shift is expected to boost consumption, short-term disruptions are anticipated due to existing stocks.
Consumers to see reduced prices of FMCG products by next month: GCPL MD
Consumers can anticipate lower prices on FMCG products by early to mid-next month as new MRPs reach the market, according to Godrej Consumer MD & CEO Sudhir Sitapati. The GST rate reduction to 5% has caused temporary disruptions due to existing stocks with higher MRPs.
GST Council eases rules on credit notes, relief for FMCG players
The GST Council has eased compliance for businesses by eliminating the need to link credit notes to specific invoices, a move that simplifies transactions across the supply chain, especially for FMCG companies dealing with product returns and discounts. This change reduces paperwork, improves cash flow, and aligns GST provisions with standard business practices, offering greater commercial flexibility.
No sector mispriced, market remains efficient despite global uncertainty
India’s consumption story is gaining momentum after GST cuts, with automakers, insurers, and FMCG firms set to benefit. Expert Mark Matthews highlights IT as undervalued, despite global uncertainties and tariff risks from the U.S. He believes India’s resilience and strategic positioning could support equities through consumption-driven growth and export sector recovery.
GST cuts elude detergents, cosmetics; analysts and FMCG players say it's surprising
Industry experts are surprised that detergents and cosmetics remain under the 18% GST slab despite the govt's restructuring aimed at boosting consumer spending. While taxes on essential FMCG products like soaps and toothpaste have been reduced to 5%, detergents, hair dye, and household insecticides were excluded.
Wipro confident of Santoor overtaking HUL's Lifebuoy as leading soap & personal care brand
Wipro Consumer Care & Lighting expects its soap brand Santoor to overtake HUL’s Lifebuoy as market leader within a year, CEO Vineet Agrawal said. Santoor, now a ₹2,700-crore brand, has expanded into hand wash, body wash, and lotion. Despite market challenges, Wipro posted 7.5% growth in FY25, aided by successful acquisitions like Yardley, Unza, Chandrika, and Canway.
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India Inc revenue to grow 7% this fiscal on GST restructuring, but profit margins may remain flat: Crisil
Crisil Intelligence expects India Inc’s revenue to grow 6–7% this fiscal, driven by GST rate cuts boosting consumption, especially in FMCG, durables, and automobiles. However, the anti-profiteering rule may limit margin gains.
GST reset: FMCG firms want more time to clear old stock
Consumer goods companies are requesting an extension to the September 22 GST revamp deadline, citing logistical challenges with existing stock and packaging. They seek clarity on passing price cuts through increased grammage, especially for low-unit packs.
GST 2.0 & the great Indian price puzzle: Middle class cheer or boardroom bonus?
India is on the verge of GST 2.0, aiming to simplify the tax structure and boost demand. Essential goods may see reduced rates, benefiting consumers, while companies could strategically reprice products. The reform balances revenue concerns with the potential for increased consumption, impacting both household budgets and corporate strategies.
ITC, Varun Beverages, other FMCG stocks slide up to 4% on profit-taking, snap 5-day rally after GST 2.0 boost
FMCG stocks including ITC and Varun Beverages fell up to 4% on Friday as investors booked profits, snapping a five-day rally driven by GST 2.0 reforms. The Nifty FMCG index slid 2%, with analysts saying the sell-off may be short-lived amid consumption growth hopes.
GST 2.0 to boost FMCG consumption, larger packs items to get benefit from price cuts: Nuvama Report
A new report suggests that the FMCG sector in India is set to benefit from recent GST rate revisions. Nuvama's report indicates that tax cuts will likely lower consumer prices and improve company margins. Categories like biscuits and toothpaste will see changes. Britannia and Hindustan Unilever are expected to gain significantly. However, rates for detergents and cosmetics remain unchanged.
GST 2.0 is here. How should you tweak your mutual fund portfolio
GST 2.0 is set to revamp India's indirect tax system. Experts suggest domestic-facing sectors will benefit. Sectors like autos, staples, and retail may see better demand. Premium apparel and luxury cars could face pressure. The revised rates will be effective from September 22, 2025. Investors should consider their risk appetite before tweaking their mutual fund portfolio.
Profit-taking in consumption sectors won't end GST rally: Analysts
Profit-taking occurred in consumption-oriented sectors. Analysts believe the rally in autos, consumer durables, FMCG, and metals will continue. Gains may be stock-driven. Cash-based buying is likely to resume. GST cuts aim to boost consumption before the festive season. Investor caution exists regarding inventory management. Management commentary is awaited on lower-GST products and demand.
GST rate cut to spur domestic demand, help build long-term growth: FMCG industry
The Goods and Services Tax Council reduced rates on essential items. This decision aims to revive domestic consumption. It will also stimulate economic momentum before festivals. Fast-moving consumer goods companies will pass on benefits to consumers. They will increase grammage or reduce prices. Analysts expect a price drop and growth in the FMCG sector.
GST reforms: Grocery essentials to be cheaper by nearly 15%
Following GST reforms, prices of essential groceries like biscuits, soaps, and noodles are expected to decrease by 10-15%, potentially boosting demand in the FMCG sector. Tax reductions on items like butter, cheese, and chocolates aim to make them more accessible, while sugary drinks remain taxed at 40%. Analysts anticipate benefits for major FMCG companies.
GST relief, festive season to help corporate earnings recover in Q3, says Edelweiss MF’s Radhika Gupta
Edelweiss MF’s Radhika Gupta says GST reform and the upcoming festive season will support domestic demand, ease inflation, and aid corporate earnings recovery in Q3. Investors should focus on India-focused sectors like FMCG, consumer durables, autos, and healthcare for potential growth opportunities.
GST 2.0: How mutual fund experts decode government’s rationalisation move
The 56th GST Council meeting, led by Union Finance Minister Nirmala Sitharaman in New Delhi on September 3, set the stage for a major revamp of India’s indirect tax framework.
Explained: How PM Modi's Rs 48,000 crore GST gift impacts stock market investors
Prime Minister Modi's GST reforms, carrying ₹48,000 crore revenue implications, have sparked a market rally. The simplification of GST architecture, with rate reductions, is expected to boost consumption across sectors like automobiles and FMCG. Analysts project a significant GDP growth and increased corporate earnings, making investors optimistic about sustained market gains.
ITC, HUL, other FMCG stocks surge up to 7% as GST on daily essentials slashed to 5%
Fast-moving consumer goods companies saw a surge after the GST Council reduced tax rates on essential items. Stocks of Britannia Industries, Dabur, and Colgate-Palmolive rose sharply. Hindustan Unilever and ITC also experienced gains. The new rates will be effective from September 22, 2025.
GST 2.0 is here: From namkeens to biscuits, your kirana basket just got cheaper
India's GST 2.0 slashes taxes on mass-consumed goods like namkeens and biscuits, aiming to ease household budgets and stimulate demand. This significant indirect tax reset, following income tax cuts, seeks to boost disposable incomes and reinforce consumption-led growth.
Two Trades for Today: An FMCG major for a 4.75% rise, a large-cap aluminium stock for an almost 7% gain
Technical analysis identifies select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.
Indian firms target small-town growth that’s insulated from US tariffs
Indian firms focus on rural areas for growth amidst US tariff concerns. Rural consumption exceeds urban for six quarters. Low inflation and good harvests boost spending in villages. Companies like Britannia and Pidilite expand in smaller towns. Government tax cuts aim to protect the economy. Rural-focused stocks outperform, showing investor confidence. Archian Foods provides chill boxes to rural sellers.
Markets look to GST cuts for boost; consumption, auto and metals stocks in focus: Deven Choksey
Deven Choksey expects GST cuts to spark a demand revival across FMCG, autos, and manufacturing, with metals, power distribution, defence, sugar, and PSUs also offering selective opportunities. He sees pent-up demand reflecting from the September quarter.
Time to look again, but make a distinction: 11 FMCG stocks which can give from just 1% to 22% returns in 1 year
It is after quite some time that FMCG stocks are in greenish territory. This is not only because they are seen as defensive stocks during a correction, but also because some green shoots are visible in terms of their real business thanks to the good monsoon this year. Adding to the positive bias is the GST rate rationalisation that is likely to happen soon. But that is where one needs to be more cautious. In terms of the GST rate move, don’t paint every FMCG stock with the same brush.
Ambani’s Reliance a big gainer from China’s push to curb price wars, Morgan Stanley says
Reliance Industries is poised to significantly benefit from China's efforts to curb overcapacity in key sectors and its own internal restructuring. Morgan Stanley highlights that Reliance's strategic moves in solar energy and consumer businesses, coupled with China's 'anti-involution' policies, could substantially boost its earnings and net asset value.
Reliance Industries shares jump 2%. Is it about AGM or what China is doing?
Reliance Industries shares rose over 2% after two days of losses, driven by upbeat brokerage calls post-AGM and a Morgan Stanley report highlighting RIL as a key beneficiary of China’s anti-innovation push, supporting its energy, solar, and consumer businesses with strong long-term growth prospects.
Rural India sees surge in affordable premium FMCG purchases, outpacing urban markets
Rural India is increasingly embracing affordable premium FMCG products, surpassing urban areas in consumption volume with a 51% share. This shift is driven by factors like low-unit packs, rising aspirations fueled by increased content consumption, and brands offering accessible premium options.
Reliance AGM 2025: Reliance Retail's consumer biz to become direct arm of RIL, sets ₹1 lakh cr revenue target
Reliance Retail's Consumer Products business, RCPL, will become a direct subsidiary of Reliance Industries, announced at the 48th AGM. Isha Ambani highlighted India's expanding consumer market, driven by the middle class and rural adoption of branded products.
Retail to lead India’s next consumption wave: Milind Karmarkar
Rising per capita incomes are shifting India’s consumption growth from FMCG to retail, offering higher returns. Experts highlight retail stocks like Trent and DMart as long-term opportunities, emphasizing patience, valuation discipline, and gradual accumulation amid cyclical trends and economic shifts.
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