What Are the Key Growth Drivers for FMCG and Staples Companies Next Half?

What Are the Key FMCG and Paint Sector Trends to Watch in H2FY26?

About the Sector

The FMCG, food, and home & personal care (HPC) sectors form a vital part of India's consumer-driven economy. Leading players, including Varun Beverages, Asian Paints, and Berger Paints, cater to domestic and limited international markets, providing staples, snacks, beverages, paints, and personal care products.

FMCG & HPC Outlook:
Food categories and HPC products, such as biscuits, snacks, and toothpaste, are likely to benefit in H2FY26 from the recent GST rationalization.

Minimal Nepal Exposure:
Varun Beverages derives ~3% of revenue from Nepal; overall, FMCG companies with Nepal exposure are expected to see only a low single-digit impact.

Staples Companies:
GST benefits in H2FY26 are anticipated to outweigh Nepal-related risks, supporting potential margin expansion for staples firms.

Paints Sector:
Asian Paints and Berger Paints remain preferred picks, with mid-to-high single-digit growth expected in H2FY26. Q2 performance is projected to be similar to Q1.

Investor Takeaway

Investors can look at FMCG and paint companies for potential growth from GST benefits, low Nepal exposure impact, and margin expansion.

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SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.

NUVAMA, FMCG, Food, HPC, Staples, Paints, Asian Paints, Berger Paints, Varun Beverages, GST, H2FY26, Indian-Share-Tips.com