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News Topical, Digital Desk : Fast-moving consumer goods ( FMCG) companies expect their top -line growth to be impacted in the June quarter as they face headwinds such as unseasonal rains, short summer and inflationary pressures . However, the FMCG industry saw demand recovery this quarter , with volume growth picking up, especially in urban markets . Margins of major FMCG brands such as Marico , Dabur and Godrej Consumer still remain below normal levels , and they expect only low- single digit growth in terms of volume growth in the April-June quarter .
Godrej Consumer Products expects India business margins to remain below "normal range" in the June quarter, but high -single digit value growth is possible led by volume expansion . The FMCG arm of Godrej Industries Group said in its quarterly update that volume growth in the company's standalone business has been competitively strong and is seeing sequential improvement. " Standalone EBITDA margins in Q1FY2026 are expected to remain below our normal range, but are expected to improve," Godrej Consumer Products ( GCPL) said .
Dabur's consolidated revenue growth likely in low- single digits
Dabur 's consolidated revenue growth in the June quarter is expected to be in the low- single digits due to a decline in beverages , which were impacted by unseasonal rains and a weak summer. "Our consolidated operating profit growth will be slightly lower than revenue growth ," Dabur said in its June quarter update . However, Dabur 's home and personal care ( HPC) division is expected to do well , with oral , home and skin care categories performing well .
Dabur said, "Our key brands such as Dabur Red Toothpaste , Odonil , Odomos and Gulabari will post strong growth with market share gains . In the healthcare segment , brands such as Dabur Honey, Hajmola , Dabur Honitus and Dabur Health Juices will register double-digit growth ."
Marico expects ' modest operating profit '
Similarly , Marico expects " modest operating profit " in the June quarter as inflation in some key raw materials such as copra remained high due to unseasonal rains. Vegetable oil prices eased after the government cut import duty , and crude oil derivatives remained range bound . Gross margins are likely to remain under additional pressure , Marico said. Marico , which owns brands such as Saffola , Parachute , Hair & Care, Nihar and Livon , said it saw a consistent demand pattern in the quarter, with rural markets improving.
Marico said "During the quarter, the sector witnessed sustained demand, driven by improving rural markets and stable sentiment in urban areas. We expect improvement in the upcoming quarters due to easing of inflation , favourable monsoon and policy stimulus."
Read More: Q1 Results: Company's earnings jump by Rs 4,670 crore but stock falls by more than 7%
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