Neutral impactSector
Nifty FMCG falls 6% in six months. Can festive demand trigger a recovery? | Marico, HUL, Tata Consumer among top picks
Mint 56 min ago·1 Oct 2026, 10:17 am
The Nifty FMCG index has slipped 6% over the last six months, underperforming the broader Nifty 50. This decline follows a period of high inflation that squeezed consumer wallets and increased the cost of raw materials for companies.
Despite this pressure, analysts believe the upcoming festive season could be a turning point. As consumer spending typically rises during this period, FMCG firms may see a boost in volume sales. This recovery is expected to be uneven, with some companies managing costs better than others.
Investors should focus on brands with strong market positions and pricing power. Monitoring inventory levels and promotional strategies will be key to understanding which stocks might benefit most from the festive rush.
Excerpt from Mint
The Nifty FMCG index has fallen 6% in H1 FY27, lagging behind the Nifty 50. Analysts anticipate varying recovery across the sector during the festive season, advocating a selective approach with stocks like Marico and Tata Consumer expected to perform well despite rising input costs. The Nifty FMCG index has declined…Read the original at Mint
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