NESTLEIND.NSE

Nestle India Ltd.

The ₹225-crore expansion at the Gujarat facility adds roughly 8,300 annual tons of capacity, the company has said.

Nestle India is boosting its chocolate and confectionery business. India is now KitKat's second-largest market worldwide. The company is expanding production capacity. It is using different pack sizes for various sales channels. Small packs are for rural areas. Larger packs are for modern stores and online sales. Premium chocolate sales are growing fast. Quick commerce is also helping sales.

The 25th Effie India Awards saw Leo India and Nestle India emerging as the night’s dominant forces. McCann Gurugram secured the prestigious Grand Effie. Their winning campaign for Maggi was lauded for its forensic understanding of consumer behavior and its ability to translate cultural insights into measurable market growth. This victory underscores a broader trend: the era of "art for art’s sake" is being replaced by a demand for demonstrable ROI and sustainable brand impact.By celebrating campaigns that successfully navigated an increasingly fragmented media environment, the 25th Effie India Awards highlighted the maturation of the local market. The winners demonstrated that in a volatile economy, the most valuable creative assets are those that drive commercial success while maintaining emotional resonance. For stakeholders and competitors alike, the event established a new benchmark for marketing excellence, signaling that the future of Indian advertising lies at the intersection of data-driven strategy and bold, purpose-led storytelling.

In this briefing: The A2 Milk Company Infant Formula Recall What We Know So Far Primer: Sampoerna Agro (SGRO IJ) - Feb 2026 Nestle India Ltd - Steller Topline Growth; Margins Under Pressure Relaxo Footwears Ltd - Soft Quarter Continues; Maintain HOLD KPIT Technologies Ltd - Soft Quarter; Solution-Based Transformation 1. The A2 Milk Company Infant Formula Recall What We Know So Far Newsflow has continued to increase on the global infant formula recall, and we are receiving many questions from investors. Our broad thoughts at this stage are: (1) we think The a2 Milk Company (ATM) is in the clear from any negative impacts, although we recognise why some investors are cautious; and (2) the possible China upside is hard to assess, given Danone’s China products source the problem ARA ingredient from another supplier and Nestlé’s China recall exposure is very limited. This is clearly a sensitive situation, with newsflow (and our view) likely to evolve. 2. Primer: Sampoerna Agro (SGRO IJ) - Feb 2026 Sampoerna Agro is a significant Indonesian agribusiness focused primarily on palm oil, which constitutes over 90% of its revenue.