FMCG Sector

India’s largest fast-moving consumer goods company, Hindustan Unilever Ltd, has announced plans to invest Rs. 2,000 crore to expand and modernize its manufacturing capacity across the country. The investment underscores the company’s confidence in India’s consumption-driven growth story and its intent to strengthen supply-chain resilience. By enhancing production capabilities, HUL aims to support rising demand, improve operational efficiency and accelerate the rollout of new products.

Dabur India has announced the establishment of a new manufacturing facility in Tamil Nadu, a move expected to create more than 250 direct employment opportunities while strengthening its production capabilities in southern India. The expansion underscores the company’s long-term commitment to capacity augmentation, regional supply chain efficiency and rural economic development. By enhancing its manufacturing presence, Dabur aims to improve distribution responsiveness and support rising demand across its product portfolio.

Patanjali Foods reported a robust 60 percent year-on-year increase in third-quarter net profit, driven by strong performance across its edible oils and fast-moving consumer goods segments. The company benefited from stable input costs, improved realizations and expanded distribution reach. Revenue growth was supported by resilient rural demand and product portfolio diversification. Analysts attribute the earnings momentum to operational efficiencies and sustained brand traction in a competitive FMCG landscape.

Hindustan Unilever Ltd. (HUL) reported a sharp rise in third-quarter profit, buoyed primarily by the strategic demerger of its ice cream division. The corporate restructuring unlocked value, strengthened balance sheet metrics and streamlined the company’s core fast-moving consumer goods portfolio. While underlying operational growth remained steady, the exceptional gain from the demerger significantly lifted net earnings. Investors responded positively, viewing the move as part of a broader strategy to enhance capital efficiency and focus on high-margin categories.

Reliance has strengthened its presence in the fast-moving consumer goods segment through the acquisition of Southern Health Foods, a company known for its focus on nutrition-oriented products. The transaction underscores Reliance’s broader strategy of expanding its consumer-facing portfolio and tapping into India’s growing demand for health and wellness offerings. Industry observers view the acquisition as a calculated move to deepen market penetration, diversify product lines, and leverage Reliance’s extensive distribution network.

Emami Ltd is intensifying its focus on rural markets, leveraging rising consumption trends and festival-driven demand to fuel growth. The company expects a significant uptick in summer sales, supported by targeted marketing campaigns and the expansion of its distribution network into underpenetrated rural regions. Key product categories, including personal care, healthcare, and wellness segments, are expected to drive volume growth. Emami’s strategy emphasizes localized promotions, strengthened dealer partnerships, and innovative packaging to appeal to rural consumers.

FMCG major Emami reported a solid performance for the third quarter of FY26, posting a 15 percent year-on-year increase in net profit to Rs 319 crore. The growth was supported by steady domestic demand, disciplined cost management, and improved operating efficiencies. Despite a competitive consumption environment, the company benefited from resilient volumes across its core product categories and selective price interventions. Management maintained a cautiously optimistic outlook, citing gradual recovery in rural demand and sustained momentum in urban markets.

Dabur India delivered a resilient performance in the third quarter, reporting a 7.32 percent increase in net profit to Rs. 553.6 crore, underscoring the company’s ability to navigate a challenging consumption environment. The FMCG major benefited from calibrated price actions, cost efficiencies and a gradual recovery in rural demand. While input cost pressures and uneven urban consumption continued to pose headwinds, Dabur’s diversified product portfolio and focus on core health and wellness categories helped sustain profitability.

TVS Supply Chain Solutions has announced the acquisition of Swamy and Sons, a leading third-party logistics (3PL) provider, signaling its strategic expansion in India’s logistics and supply chain sector. The deal strengthens TVS Supply Chain’s capabilities across warehousing, transportation, and integrated logistics services, enhancing its service offerings for diverse industries. Analysts view this acquisition as a proactive move to consolidate market position amid growing demand for organized and technology-enabled supply chain solutions.

TCPL has reported a robust 36.4% year-on-year increase in its Q3 net profit, reaching Rs. 384.52 crore, driven by higher revenue, operational efficiency, and strategic portfolio management. The company’s performance reflects strong demand across its core segments, effective cost control measures, and prudent capital allocation. Analysts note that the growth underscores TCPL’s resilience amid volatile market conditions and rising input costs. With sustained demand and disciplined execution, the company is well-positioned to maintain profitability in upcoming quarters.