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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
After battling rising prices and a slowdown, HUL, Tata Consumer Products and Nestle India are showing signs of recovery. But the threat of inflation still looms.
If one were to believe analysts and forecasters, FY27 was supposed to be particularly challenging for India’s fast-moving consumer goods industry. The signs were all there. Just ahead of the new financial year, crude prices shot up due to geopolitical turmoil. Then, to make matters worse, concerns over El Niño surfaced, threatening to disrupt the monsoon, a key driver of the rural economy.
But six months into the fiscal year, consumption appears to have held up better than expected. The proof is in the strong second-quarter results of India’s leading FMCG companies.
Investors expect the FMCG major to get back on the growth track in the quarters ahead, but protecting margins at the same time could be tough.
The FMCG major acquired the maker of Ching’s Secret to make the most of its high margins, but things didn’t go to plan. Two years and a few lessons later, TCPL is trying to change that.
The FMCG major returns to acquisitions as growth stalls, but its uneven track record and structural challenges raise questions over whether the strategy can deliver
