Amidst the ongoing tension and market uncertainty across the world, there is one sector which seems to be standing strong and that is FMCG. The last quarter of the year 2025-26 has been very positive for companies manufacturing items of daily use. Despite inflation and external pressures, people's purchases have not been significantly affected, due to which companies have seen a good jump in sales.
The biggest thing in this quarter was that the demand from the Indian market remained strong. From villages to cities, people kept spending on essential goods. This directly benefited companies like Mario and Dabur, who maintained a strong hold on their products.
Marico performed brilliantly in this quarter. An increase of about 20% was recorded in the company's earnings. Strong sales, especially in the hair oil segment, and good demand from foreign markets propelled the company forward. It is clear from this that on the basis of right strategy and popular products, companies can do well even in difficult circumstances.
Dabur also showed stable and reliable performance. The ongoing tension in West Asia definitely affected its international business, but the increasing demand in India compensated for the loss. The company hopes that the domestic market will continue to support its growth in future also.
Adani Wilmar surprised the most this time. The company saw a sharp increase of 43% in sales, the major reason for which was online platform, quick commerce and modern retail. Now customers are increasingly preferring to order goods from home, which is proving to be a big change for this sector.
Although the domestic market is strong, global tension still remains a cause for concern. If the situation worsens, especially in West Asia, transport costs may increase and the supply chain may be affected. In such a situation, companies are alert and are making future strategies accordingly.
