FMCG Sector

Emami Ltd, one of India’s leading fast-moving consumer goods (FMCG) companies, reported a 10.5% year-on-year rise in consolidated profit after tax for the quarter ended March 2025, reaching Rs. 162.17 crore. The growth was underpinned by robust performance in its core business and steady volume expansion. Revenue from operations grew to Rs. 963.05 crore, while total income climbed to Rs. 984.21 crore. For the full fiscal year, Emami’s profit rose by nearly 11% to Rs. 802.74 crore.

Patanjali Foods Ltd reported an impressive 74% year-on-year jump in standalone net profit for the March quarter of FY25, reaching Rs. 358.53 crore, up from Rs. 206.31 crore in the same period last year. The company also posted a 17% increase in total income, which stood at Rs. 9,744.73 crore for the quarter. For the full fiscal year, net profit soared to Rs. 1,301.34 crore, while revenue grew to Rs. 34,289.40 crore.

LT Foods Ltd, the FMCG company behind premium basmati rice brands like Daawat and Royal, reported a consolidated net profit of Rs. 160.51 crore for the fourth quarter of FY25, marking a 6.83% year-on-year increase. The company also surpassed the USD 1 billion revenue milestone, with annual income reaching Rs. 8,769.93 crore. Growth was driven by robust international performance, aggressive brand investments, and an expanding organic product portfolio.

Shree Renuka Sugars Ltd reported a consolidated net profit of Rs. 93.1 crore in the fourth quarter of FY 2024–25, reversing a net loss of Rs. 111 crore in the same quarter last year. Despite a dip in total income to Rs. 2,752.6 crore from Rs. 3,386 crore, the company's profitability improved markedly due to significantly lower expenses. For the full fiscal year, net losses narrowed to Rs. 299.9 crore from Rs. 627.72 crore previously. Strong operational execution and lower finance costs supported this turnaround, even amid adverse agro-climatic conditions in key sugarcane-growing states.

Jyothy Labs Ltd, a prominent FMCG company behind brands like Ujala, Pril, and Margo, reported a 2.4% decline in its consolidated net profit for the March quarter of FY25, reaching Rs. 76.27 crore. Despite a slight increase in revenue from operations, the company faced challenges with soft consumer demand and weak urban consumption. However, it managed to achieve modest growth in volume and maintained strong momentum in modern trade.

India's Fast-Moving Consumer Goods (FMCG) sector experienced a slowdown in volume growth during the March quarter of 2024, recording a 5.1% increase, down from 6.1% in the previous quarter. A key factor in this decline was the consumer shift towards smaller, more affordable pack sizes. The rural market continues to outperform urban areas, though its growth rate is decelerating. Smaller FMCG players have gained market share, benefiting from evolving consumer behaviors, inflation, and a resurgence in rural demand.

Britannia Industries Ltd has posted a 4.2% increase in consolidated net profit for the March quarter of FY25, amounting to Rs. 559.13 crore. This performance comes despite subdued consumer demand and a difficult operating environment characterized by rising commodity prices and shifting market dynamics. The company’s revenue from product sales rose by 9%, with total income for the quarter increasing by 8.9%. The firm’s ability to sustain growth and profitability through strategic pricing, cost efficiency, and an expanding rural market presence underpins its resilience.

Godrej Consumer Products Ltd (GCPL) is optimistic about a resurgence in demand over the next 12-18 months, driven by factors such as lower food inflation, a favorable monsoon season, and an upcoming pay commission. The company, which owns several well-known FMCG brands, is also banking on a decline in palm oil prices—vital for its soap business—to improve profitability. Despite facing inflationary pressures, GCPL remains focused on expanding in underpenetrated categories, including hair color, body wash, and sexual wellness.

Godrej Consumer Products Ltd. (GCPL) has reported a consolidated net profit of Rs. 411.9 crore in the fourth quarter of FY25, marking a dramatic turnaround from a net loss of Rs. 1,893.21 crore a year earlier. This recovery was driven by 6% volume growth, especially within the domestic and Indonesian markets, even as input cost pressures from soaring palm oil prices weighed on margins. With consolidated revenues rising to Rs.

Dabur India, one of the country's leading fast-moving consumer goods (FMCG) companies, has announced a strategic overhaul aimed at delivering sustainable double-digit growth in both revenue and profit by FY2028. In a decisive move, the company will exit underperforming product categories—including tea, adult and baby diapers, and certain sanitization products—to reallocate capital toward high-growth areas.