fmcg

Q4FY26 Earnings Preview: Growth Is Quietly Reviving, Even as a West Asia War Rewrites the Margin Math

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GST cuts, record gold prices and a steel-price rebound are pulling autos, banks, metals and retail back into growth. But IDBI Capital and Anand Rathi both flag the same catch — a Gulf conflict whose hit to input costs, freight and currency lands mostly next quarter. Growth, it seems, is coming back. IDBI Capital framed … Read more

FMCG Sector Finally Catches a Break

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Rural revival, GST cuts, and favorable commodity costs drive volume recovery;  but what next for stocks  The beleaguered fast-moving consumer goods sector is showing its first convincing signs of revival after years of volume stagnation, margin pressure, and rural demand weakness. But investors betting on the recovery may already be late to the party, with … Read more