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FMCG Majors Anticipate Double-Digit Q2 Growth Amid Input Cost Pressures
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News18•06-10-2026, 20:30
FMCG Majors Anticipate Double-Digit Q2 Growth Amid Input Cost Pressures
- •FMCG companies like Dabur, Marico, and Godrej Consumer Products expect double-digit revenue and profit growth in the September quarter, driven by resilient consumer demand.
- •Rural consumption continues to outpace urban markets, while emerging channels such as e-commerce and quick commerce maintain strong momentum.
- •Companies have raised concerns regarding renewed inflation in key commodities, including crude-linked derivatives and palm oil, which impacts operating margins.
- •Calibrated price increases, cost-saving measures, and supply-chain efficiencies were implemented to partly offset the impact of inflationary pressures on margins.
- •FMCG makers remain optimistic about future consumption, expecting the upcoming festive season to further support demand in the coming quarters.
Key Questions Answered
Listed FMCG companies such as Dabur and Marico expect their consolidated revenue to grow in double digits in Q2 FY27, while Godrej Consumer Products Ltd (GCPL) anticipates high-teens consolidated revenue growth.
Demand remained steady with rural consumption continuing to outpace urban markets, while emerging channels like e-commerce and quick commerce witnessed strong momentum during the quarter.
FMCG companies raised concerns about inflationary pressures particularly for crude-linked derivatives, palm oil, and other commodity-linked raw materials, though cost-saving measures and calibrated price increases helped offset the impact.
