Are FMCG stocks making a comeback - or is this just a lack of better ideas? In this conversation, the focus shifts to why investors are once again turning overweight on FMCG names like HUL, Dabur, Marico and ITC after years of muted returns. The discussion breaks the long-held myth that FMCG stocks always compound, highlighting extended periods of underperformance across marquee names. With consumption recovering from its 2023-24 lows, easing food inflation freeing up household budgets, and falling input costs supporting margins, the sector’s fundamentals are quietly improving. The key takeaway: markets change, stories mislead, and disciplined data-driven systems often spot opportunities well before narratives catch up.
In a quarterly update, Godrej Consumer said demand conditions in India strengthened progressively during the third quarter.
Stocks including Kotak Mahindra Bank, Adani Ports, ONGC, Trent, IndusInd Bank, IEX, Dabur, NBCC, Waaree Energies and more will be in the spotlight on Tuesday, January 06.
Dalal Street kicked off the new week positively in early January 2026, with Nifty holding near 26,366 after recent record highs and strong breadth. Banking & financials remain the star sector, led by PSU banks and select private/small finance banks. Brokerages remain largely bullish despite some cautious targets. Metals, autos, and real estate show momentum. FMCG shows selective revival (Marico, Dabur outperforming). Quick commerce. IT seen as accumulation zone on dips. Bharat Coking Coal IPO (Coal India subsidiary) opens Jan 9 at ₹21-23, attracting PSU interest. Overall outlook optimistic—buy dips, focus on Q3 updates & earnings.
Stocks including Eternal, IndiGo, ICICI Bank, ONGC, Lenskart, Ola Electric, Whirlpool, MTAR Tech, Biocon, CEAT, Pine Labs and more will be in the spotlight on Monday, December 08.
JM Financial said the staples coverage universe (excluding ITC and VBL) posted a 7 per cent year-on-year rise in sales, broadly in line with expectations.
An analyst from Master Capital Services said that Asian Paints has given a strong breakout from falling trendline resistance, backed by robust volume, indicating renewed buying interest.
Stocks including Reliance Industries, Swiggy, TCS, MTAR Tech, ITC, Welspun Corp, NTPC, Bharat Electronics, LTIMindTree, DLF and more will be in the spotlight on Friday, October 31.
Centrum Broking said Colgate has seen market share loss given HUL has seen marginal decline while Dabur India has seen growth in oral care portfolio.
SMIFS said that BHEL is positioned to benefit from India’s ambitious capacity-addition cycle across thermal, renewable and transmission sectors, backed by scale, execution strength, and technology leadership.
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