New Delhi, 14 April (IANS). The income of FMCG companies of India is estimated to increase in single digits in FY 25. Also, Aadhaar remains favorable for FY 26. This information was given in a new report.
The report of BNP Paribas India said that the increase in FMCG income will increase from 4 percent of the third quarter of FY 2025 to 5 percent in the fourth quarter of FY 2025.
The report said, “As business concerns are low, we see the risk of recent recent performance. However, there are some positive aspects in the near-period, such as the fall in the price of crude oil and our economic heat map is showing positive trends for rural development.”
The comments of Marico, Dabur and GCPL indicate that the demand has been strong, while the urban recession has remained in the fourth quarter of FY 25 due to weakness in general trade.
The report said that the increase in gold prices will help jewelery companies register a strong sales growth on an annual basis in the fourth quarter.
At the beginning of the last financial year, the increase in income of the consumption sector was weak. The reason for this is the slowness in rural demand. In addition, the decrease in prices has increased the pressure on growth.
According to the report, there was a strengthening of the quarter -quarterly rural growth. This was due to good monsoon, low base and prices of high food products.
“However, weakness in urban demand was compensated by the report,” the report reported. As a result, we hope that the financial year 25 will finish most of the companies with a revenue increase of minimal to medium single digits. “
In FY 2025, the Indian monsoon was 6 percent more than a long -term average compared to last year (FY 2024). As a result, the level of reservoirs is cured. With favorable base and slow inflation, it has probably helped promote slight improvements in rural areas.
In the end of FY 2025, there was a slight decrease in inflation of vegetables and pulses. Telecom is another large consumption category, with a huge increase in prices in FY 2025.
In urban India, Quick Commerce (QC) has gained rapidly, which remains a challenge for FMCG companies.
The report said that QC companies want to expand their stores rapidly and improve their profits, so “We see a hurdle in a possible margin for FMCG companies.”
-IANS
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