FMCG makers see weather impact on topline growth in June quarter
New Delhi, July 4 (PTI) fast -moving consumer goods (FMCG) producers, seasonal rains, short summer and switch inputs such as winds such as winds on the June quarter expects to be affected by the highest -level growth.
However, the FMCG industry witnessed a sequential improvement in demand by increasing volume growth in the quarter, especially in urban markets.
The edges of FMCG sections such as Marico, Dabur and Godrej consumers remained below the normative level and expect a low single-digit volume growth during the April-June period.
Godrej consumer products expect the margin of India to remain under the ‘normative range’ in June quarter, but will probably help the volume expansion of the high single house value growth.
In the three -month updates of FMCG ARM, Godrej Industries Group said the company’s volume growth was strongly competitive in its independent business and recovered in turn.
Godrej Consumer Products Ltd (GCPL), “S1FY26 independent EBITDA margin is likely to be below our normative range, but is expected to heal.” He said.
Dabur’s income of consolidated in June quarter is expected to grow in low single figures affected in a quarter due to non -seasonal rains and a short summer.
Dabur, June quarter updates in the updates, “consolidated profit growth is expected to delay the increase in income marginalized,” he said.
However, Dabur’s home and personal care (HPC) section is expected to perform well by oral, home and skin care categories.
Dabur, “Dabur Red Toothpaste, Odonyil, Odomos and Gulabari key brands are expected to broadcast strong growth when combined with market share gains. He said.
Similarly, Marico awaits a ‘modest business profit’ in June quarter, as it continues to witness sequential inflation in some key raw material inputs, which are further upgraded with non -seasonal rainfall patterns.
Herbal oil prices, the government’s import tax reduction after alleviating and crude oil derivatives are tied, he added.
Saffola, Parachute, Hair & Care, Niar and Livon and so on.
About the sector, Marico said he witnessed a “consistent demand model” with recovery from the rural market in June quarter.
“During the quarter, the sector exhibited consistent demand patterns by improving tendencies and stable urban emotions in rural markets. In the coming neighborhoods, inflation is supported by a favorable monsoon season and policy incentive.” He said.
In terms of channels, organized trade such as e-commerce, fast trade and modern trade continued to accelerate growth for the quarter.
Dabur about the international business, ‘double -digit fixed currency growth’ expects to publish, while Marico provides high Teen fixed money growth caused by wide -based growth in most markets.
Godrej consumer, after India, the company’s second largest market, Indonesia faced difficulties. There has been a significant increase in competitive pricing in all major categories, which will probably cause the “straight” volume growth.
“Gaum (Godrej Africa, the US and the Middle East) will offer strong double -digit value growth and UVG for the second quarter in a row. Profit increase continues to be healthy.” He said.
