印度FMCG在问题2 FY26的销售额略有增加,受到GST变化和季风延误的阻碍,一些公司不断增长,另一些公司则在下降。 Indian FMCG sales rose modestly in Q2 FY26, hindered by GST changes and monsoon delays, with some firms gaining and others declining.

印度消费主食公司26财政年度第2季度需求稳定,但增长受到GST转型和漫长季风的制约。 Indian consumer staples companies saw stable demand in Q2 FY26, but growth was restrained by GST transition and an extended monsoon. 内斯特尔(Nestle)和国际贸易中心FMCG部门取得了巨大收益,内斯特尔(Nestle)报告收入增长11%,而印度联合利华(Hindustan Unilever)、达伯(Dabur)和戈德雷吉(Godrej)消费者产品(Gogate-Palmolive)等私人护理公司则面临2%到4%的销售下降,而科尔盖特-帕尔莫利夫(Colgate-Palmolive)则因GST(GST)中断而收入下降6%。 Nestle and ITC’s FMCG segment posted strong gains, with Nestle reporting 11% revenue growth, while personal care firms like Hindustan Unilever, Dabur, and Godrej Consumer Products faced sales declines of 2% to 4%, and Colgate-Palmolive saw a 6% revenue drop due to GST disruptions. 公司与价格削减和产品权重增加相对应。 Companies countered with price cuts and increased product weights. 快速服务餐馆仍然薄弱,表明自由支配开支的复苏不均衡。 Quick service restaurants remained weak, indicating uneven recovery in discretionary spending. Motilal Oswal 将Dabur降级为执行问题“Neutral”, 但仍保持其他评分。 Motilal Oswal downgraded Dabur to 'Neutral' over execution issues but maintained other ratings. 收益与预期相符,降级势头放缓,市场被视为更健康,预期会实现两位数的增长。 Earnings were in line with expectations, downgrade momentum slowed, and the market is seen as healthier, with double-digit growth expected ahead.