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FMCG sector set for steady Q4 on rural demand and volume growth
ET Intelligence Group: The FMCG sector is expected to post a steady March-quarter performance, supported by stable rural demand, gradual urban recovery and volume growth even as pricing remains subdued in several segments. While steady raw material costs during most of the quarter are margin supportive, the recent rise in costs of crude-linked inputs such as packaging materials could weigh on margins. Companies with stronger execution, premium portfolios and better distribution reach are expected to outperform, while category-specific challenges and international headwinds may keep performance uneven across the pack. Hindustan Unilever is expected to report mid-single digit revenue growth led by 4-5% volume growth. Growth is expected to be broad-based, with beauty and wellbeing growing in double-digits, while home care, personal care and foods & beverages are likely to grow in mid-single digits. The demerger of low-margin ice cream business may support operating margin before depreciation and amortisation (Ebitda margin).
cityfalcon.com
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SCIFF 2025 Inspires Mumbai Students With Special Screening Of Little Thomas
National Award-winning filmmaker Kaushal Oza, child actor Hridansh Parekh, and Mathieu Béjot, Attaché for Audiovisual, Cinema & Digital Content, Embassy of France, were among the distinguished guests attending the event. Shilpashree Muniswamappa, Director – ESG & Communications at Colgate-Palmolive India, also graced the occasion.
cityfalcon.com
Brief India: APAC Healthcare Weekly (October 26) – Innovent, Akeso, Celltrion, Classys, Daiichi, Syngene, Cipla and more
In this briefing: APAC Healthcare Weekly (October 26) – Innovent, Akeso, Celltrion, Classys, Daiichi, Syngene, Cipla Emirates NBD’s Entry Redefines RBL Bank’s Growth Trajectory Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Hindustan Unilever Ltd - GST Transition Led to Short-Term Impact; Maintain HOLD Colgate Palmolive (India) Ltd - Miss on All Fronts; Gradual Recovery Ahead 1. APAC Healthcare Weekly (October 26) – Innovent, Akeso, Celltrion, Classys, Daiichi, Syngene, Cipla Innovent Biologics announced strategic global collaboration with Takeda for total deal value of $11.4B. Akeso announced that phase 3 trial evaluating ivonescimab versus tislelizumab in sq-NSCLC met primary endpoint. Celltrion received FDA approval for two additional pediatric indications for Humira biosimilar, Yuflyma. Classys plans to acquire 77.5% stake in JL Health, South American energy-based aesthetic medical device distribution group. Syngene plans to add a bioconjugation suite at its commercial biologics facility.
cityfalcon.com
Brief India: Emirates NBD’s Entry Redefines RBL Bank’s Growth Trajectory and more
In this briefing: Emirates NBD’s Entry Redefines RBL Bank’s Growth Trajectory Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Hindustan Unilever Ltd - GST Transition Led to Short-Term Impact; Maintain HOLD Colgate Palmolive (India) Ltd - Miss on All Fronts; Gradual Recovery Ahead Can Fin Homes - Strong on Profitability, Weak on Growth 1. Emirates NBD’s Entry Redefines RBL Bank’s Growth Trajectory Emirates NBD to invest USD3 billion for a controlling stake of up to 74% in RBL Bank through a mix of preferential issue and open offer. The deal boosts RBL’s capital strength, global linkages , and business mix amid ongoing margin and asset-quality challenges. Short-Term earnings may stay uneven, but the investment sets up a long-term re-rating opportunity dependent on execution, regulation, and credit control. 2. Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Growth Beyond the Near-term Headwinds: GHFL’s Q1FY26 performance was impacted by adverse weather conditions in the domestic market and macro uncertainties in the global market.
cityfalcon.com
Brief India: Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 and more
In this briefing: Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Hindustan Unilever Ltd - GST Transition Led to Short-Term Impact; Maintain HOLD Colgate Palmolive (India) Ltd - Miss on All Fronts; Gradual Recovery Ahead Can Fin Homes - Strong on Profitability, Weak on Growth Primer: Royal Orchid Hotels (ROHL IN) - Oct 2025 1. Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Growth Beyond the Near-term Headwinds: GHFL’s Q1FY26 performance was impacted by adverse weather conditions in the domestic market and macro uncertainties in the global market. While the company expects a flattish performance in FY26, the growth prospects remain strong with the company adding capacities in FY26 and FY27. The newer capacities are expected to drive the next phase of growth, reaching full utilization within 2-3 years of commissioning. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.
cityfalcon.com
Colgate Q2 Results Miss Estimates: Analysts See Potential Recovery If This Support Holds
Stocktwits
Nifty Holds Below 26,000; Metals, Realty Shine While FMCG Drags
Stocktwits
Sensex, Nifty Poised For A Subdued Opening; HAL, BDL, Mazagon, Cipla, Colgate, Tata Motors, Kaynes Tech Stocks Are In Focus
Stocktwits
Indian Markets At Close: Profit Booking Drags Nifty Below 24,800 Despite GST Booster
A two-slab GST structure lifted auto and FMCG counters, but weak broader markets and profit-taking erased early gains. Retail investor sentiment shifted from bearish to bullish on the Nifty.
Stocktwits
Indian Equities Post Weekly Losses Dragged By Tariff Pressures
The Nifty 50 recorded a weekly loss of 1.75%, marking its first decline in three weeks.
Stocktwits

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