Reliance Retail Ventures reported modest profit growth even as revenue rose strongly, with heavy spending on quick commerce weighing on margins. The company expanded hyperlocal delivery alongside FMCG offerings and its store network, helping it build scale. Investors will now watch whether margin pressure eases as the rapid expansion translates into deeper market penetration.
Diet Coke is disappearing from shelves across major Indian cities as a global aluminium beverage can shortage—worsened by the Iran war—disrupts supply. The problem is hitting multiple packaged drinks, including beer, while companies face higher costs importing cans. Retailers report sharp stock-outs just as summer demand for cold beverages spikes.
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Libas is trying to change how fashion is bought by pitching its products and distribution model closer to FMCG—fast, repeatable, and widely available. The move is a bet that shoppers will buy clothing in a more habitual way, but the company faces a stubborn reality: most fashion brands struggle to reach scale or retail consistency.
FMCG firms say the Gulf war has sparked sharp, widespread jumps in raw material costs. To respond, companies are tightening budgets and moving to daily price surveillance, signaling frequent price changes across categories. Analysts warn this could strain the fragile consumer spending recovery that was boosted by recent tax reductions.
Brands are shrinking their product lineups to offset rising input costs and global supply stress. Smartphone and TV makers are cutting model numbers, while FMCG companies are streamlining packaging. The shift targets popular, profitable items to improve efficiency and protect margins amid higher component prices, and analysts expect the trend to keep expanding.
Reckitt reported double-digit growth for its India business in Q1 2026, driven by strong performances from Dettol and Durex. The company said the momentum came partly from expanding its coverage footprint. Globally, emerging markets like India and China led overall growth, and Reckitt expects continued strength in these regions.
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Bengaluru deeptech startup Bettrlabs is digitising consumer product development through an AI-powered R&D operating system. It replicates lab workflows by reverse engineering existing products, analysing ingredient parameters, and running regulatory checks digitally. The company claims it can reduce timelines from up to seven months to 30–90 days, with 330 clients and plans to expand into the US and new categories.
Patanjali Ayurveda is stepping into insurance, acquiring a majority stake in Magma General Insurance as part of a INR 4,500 crore deal alongside the Adar Poonawalla-backed DS Group. The move follows Patanjali’s past disruptions in FMCG and its turnaround of Ruchi Soya into Patanjali Foods. The big question: can the same playbook work in insurance?
Even as India’s FMCG index has fallen nearly 20% from its peak, Britannia is gaining ground. With a new CEO steering a turnaround, the company is leaning into underused ‘resident jewels’—older or less-highlighted brands—to improve margins and reshape its growth narrative. The strategy suggests value is being unlocked from what the market ignored.
A new report suggests India’s FMCG purchasing patterns from before the pandemic are unlikely to come back soon. Immunity, hygiene, and holistic wellness are expected to keep driving demand through 2021, while technology will redefine how stores operate—shifting the purpose of retail beyond traditional shelves toward smarter, more responsive experiences.
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Indian markets extended gains for a second straight day on Tuesday, led by auto and FMCG stocks. Among the top movers were All Time Plastics, textile-linked names, Delta Corp, BlueStone, Ola Electric and Bajaj Holdings, reflecting a broad appetite for selective growth and value plays as investors tracked sector-specific catalysts.
Dabur India has appointed Herjit S. Bhalla as chief executive officer for its India business, effective April 23, 2026. The company will shift Mohit Malhotra to the global CEO role. Bhalla most recently held a senior position at Hershey Company, marking another high-profile leadership rotation in India’s consumer goods sector.
India’s post-pandemic K-shaped recovery is losing its sharp divide as rural demand begins to grow faster than urban momentum. The change is being powered by everyday FMCG consumption and welfare-linked spending, while urban markets mature. With city growth becoming more steady, the next mass-consumption wave appears increasingly rooted in India’s hinterlands.
Nestle India shares surged over 3% on Wednesday, climbing to an intraday high of Rs 1,425.20, after the company reported 23% year-on-year revenue growth in Q4FY26. The momentum also lifted broader sentiment, with the Nifty FMCG index rising about 1% to around 51,299.45. Investors reacted positively to the strong earnings backdrop.
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Indian businesses are struggling under GST 2.0, with an inverted duty structure hitting FMCG and OTC pharma firms hard. Experts point to the phase-out of the GST compensation cess, which has left companies with a backlog of unusable credits. On top of this, tighter free-trade agreement rules are creating fresh compliance and trade barriers.
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