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FMCG companies anticipate mid-single to low-double-digit revenue growth in the December quarter, fueled by volume increases, easing GST disruptions, and stable pricing. Resilient rural demand and portfolio premiumization are key drivers, with ITC and HUL expected to show healthy improvements. Nestle India is poised for double-digit revenue growth as post-GST normalization continues.
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Foreign investors withdrew 22,420 crore from Indian markets in early January 2026. The FMCG sector saw the largest sell-off, losing shares worth 6,128 crore. Financial services and IT also experienced outflows. Investors are reportedly sensitive to high valuations in FMCG. Metals and mining was the only sector to see significant foreign buying.
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The European country is the biggest autos manufacturer relative to the size of its population.
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