印度FMCG在第3 FY26季度的销售额增长了9%,由数量增长和GST削减所推动,但利润因价格调整和竞争而面临压力。 Indian FMCG sales rose 9% YoY in Q3 FY26, boosted by volume growth and GST cuts, but margins face pressure from price corrections and competition.

根据Systematix Group报告,印度FMCG公司在26财政年度第3季度的年同比收入增长约9%,增长幅度为6%。 Indian FMCG companies saw about 9% year-on-year revenue growth in Q3 FY26, driven by a 6% volume increase, according to a Systematix Group report. 增长得益于饼干,乳制品和个人护理产品等关键类别的商品及服务税减免,以及在此前的停滞后的储备恢复. Growth was supported by GST reductions in key categories like biscuits, dairy, and personal care products, along with restocking after earlier disruptions. 然而,由于茶叶和食用油价格的调整、洗涤剂和油漆的激烈竞争以及定价力的降低,预期差幅增益仍将有限。 However, margin gains are expected to remain limited due to price corrections in tea and edible oils, intense competition in detergents and paints, and reduced pricing power. 报告强调,长期可持续性取决于增长,不包括GST效益,因为临时因素不能保证持久的利润。 The report stresses that long-term sustainability depends on growth excluding GST benefits, as temporary factors do not guarantee lasting profitability.