FMCG Stocks Outlook
Limited scope of profit-booking seen in near term
This story was originally published at 20:30 IST on 14 August 2025
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NEW DELHI – There is a limited opportunity for profit-booking in stocks of fast-moving consumer goods companies after the recent moderation in their valuations, said Vincent K. Andrews, fundamental equity research analyst at Geojit Financial Services Ltd. "Valuation was on the higher side, but it has come down, currently trading at around historical averages. So, not attractive, but comfort is there. Given multiple tailwinds are there, we can expect valuations will improve going forward," Andrews said. Amid global challenges, domestic consumption-focused sectors will be a priority in the coming days, he added.
Most companies in the FMCG sector saw some pressure on their margins in the June quarter due to high prices of major raw materials such as palm oil, tea, and coffee. However, consumption demand is expected to improve going forward in the light of support factors such as a healthy monsoon this year, increasing government focus on stimulating domestic consumption to drive economic growth, and tax reliefs announced in the Union Budget for 2025-26 (Apr-Mar).
Andrews sees moderation in prices of select commodities such as wheat and palm oil while those such as cocoa, tea, copra, and coffee remain on the higher side, he said. Analysts do not foresee any price action by companies in most segments in the near term.
Based on the commentary of companies after announcing their June quarter earnings, analysts anticipate a notable recovery in demand on the ground, including that in urban markets, from the December quarter.
Thursday, the Nifty FMCG index closed 0.6% lower at 54656.30 points, falling for the third consecutive day. Two-thirds of the index constituents ended Thursday's session in the red.
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Following are the resistance and support levels for the stocks for next week as per calculations by Informist based on their prices on the National Stock Exchange:
| Company | Price | Week-on-week change in % | Resistance | Support |
| AWL Agri Business | 249.90 | (-)1.70 | 256.10 | 245.90 |
| Britannia Industries | 5302.50 | (-)1.60 | 5433.50 | 5232.50 |
| Colgate Palmolive India | 2154.00 | (-)2.40 | 2194.70 | 2130.70 |
| Dabur India | 500.90 | (-)1.30 | 508.00 | 495.80 |
| Emami | 582.35 | 1.10 | 589.40 | 575.60 |
| Godrej Consumer Products | 1184.90 | (-)0.10 | 1213.00 | 1160.60 |
| Hindustan Unilever | 2480.60 | (-)0.70 | 2523.40 | 2451.80 |
| ITC | 411.45 | (-)0.70 | 416.60 | 408.50 |
| Jyothy Labs | 331.25 | 1.80 | 335.40 | 326.10 |
| Marico | 710.55 | 0.90 | 717.90 | 701.30 |
| Nestle India | 1089.40 | (-)0.70 | 1110.70 | 1074.10 |
| Procter & Gamble Hygiene and Health Care | 13268.00 | 0.30 | 13629.30 | 12889.30 |
| Tata Consumer Products | 1051.20 | 0.00 | 1066.00 | 1038.00 |
| Varun Beverages | 501.85 | 1.20 | 515.50 | 492.70 |
| Nifty FMCG | 54656.30 | (-)0.50 | 55355.70 | 54224.10 |
| Nifty 50 | 24631.30 | 1.10 | 24710.70 | 24557.20 |
| S&P BSE Sensex | 80597.66 | 0.90 | 80874.20 | 80351.60 |
End
Reported by Shakshi Jain
Edited by Saji George Titus
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