positive
Recently
FMCG Majors Target Rural Demand as Margins Rebound in FY26
No Image
HUL, Nestlé and Dabur expand rural reach as falling input costs boost margins and investor confidence in India’s FMCG sector.
Consumer goods leaders HUL, Nestlé India and Dabur are expanding rural distribution to sustain volume growth amid urban slowdown. Lower palm oil and packaging costs have aided EBITDA margins by 80–120 bps quarter-on-quarter. Analysts expect revenue to rise 7-9% in Q3 FY26 driven by festive consumption and price stability. The FMCG index has gained 4% month-to-date on renewed investor confidence.