Summary :

In Q1 FY26, India’s consumer sector saw urban-driven revival across packaged foods, beauty, fashion and jewellery, with FMCG volumes up sequentially—Dabur reported gains in home, personal care and healthcare (though beverages dipped from a short summer and unseasonal rains) and now forecasts single-digit revenue growth, Godrej Consumer posted stronger urban volumes, and Marico’s foods and premium personal-care lines grew despite Parachute weakness from high copra costs. Nykaa expects its beauty GMV (gross merchandise value) to rise in the mid-20% range (thanks to private labels and wide distribution) with fashion also improving; Trent (Tata Group) logged 20% revenue growth versus a 35% five-year CAGR, and Kalyan Jewellers delivered 31% sales growth amid wedding-season demand despite gold-price swings and geopolitical headwinds. Analysts say a healthy monsoon and easing inflation should further boost both rural and urban consumption.

Source: IBEF

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