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Biscuits, breads, and dairy products maker Britannia Industries reported a consolidated 4.19% increase in profit in the 4th quarter of fiscal year 2025. 

The food company's Q4 profit in FY25 stood at Rs 559.13 crore compared to Rs 536.61 crore in the corresponding quarter last fiscal.

Overall, the company registered a profit of Rs 2,177.86 crore in fiscal year 2025. 

The revenue from the operation of Britannia Industries in Q4 FY25 stood at Rs 4,432.19 crore compared to Rs 4,069.36 crore in Q4 FY24. 

The annual FY25 revenue from operations increased by 7% to Rs 17,942.67 crore versus Rs 16,769.27 crore in Q4 FY24.

<a href="https://www.storyboard18.com/brand-makers/britannias-varun-berry-named-ceo-in-addition-to-his-current-role-as-exec-vc-and-md-65103.htm">Britannia's Varun Berry named CEO in addition to his current role as Exec VC and MD</a>

The company's consolidated sales for the Quarter ended 31st March 2025 stood at Rs 4,376 crore--up 9% year-on-year.

The consolidated sales surged to Rs 17,535 crore, growing at 6% YoY.

Varun Berry, Vice Chairman and  Managing Director of Britannia, said that despite the challenging operating environment marked by rising commodity prices, changing channel dynamics, and subdued demand across FMCG categories, the company witnessed a high single-digit value growth of 9% in Q4 FY25.

The growth was driven by strategic Pricing actions, a nimble approach in emerging channels, combined with robust cost efficiency initiatives delivering savings of approximately 3% of revenue, Berry added.

"As we enter the new financial year, we will continue to closely monitor commodity prices and evaluate their impact, while staying focused on driving healthy, profitable growth and strengthening our market leadership," the MD added.

Separately, the board of directors of Britannia designated Berry as the Chief Executive Officer of the Company with effect from 8th May, 2025, in terms of Regulation 26A of the SEBI Listing Regulations, 2015, in addition to his current role as VP and MD of the company.

Britannia Industries posts 4% rise in profit to Rs 559.13 crore in Q4FY25

Consumer goods company Dabur to exit tea, diapers, and sanitizers segments and will be focusing on its core portfolio and premiumization. Dabur, which on Wednesday announced its 4th quarter results for the fiscal year 2025, the company's CEO underscored plans on portfolio rationalization. 

CEO Mohit Malhotra said that Dabur will be exiting from non-performing categories, that is, segments which contributed one percent to the firm's revenue. 

"We will get out of are Tea, adult and baby diapers, the sanitizing category, and the beta categories. So we will get out of these categories and focus on big, bold equities, which we've identified, and the core portfolio is where we will invest," said Malhotra.

<a href="https://www.storyboard18.com/brand-makers/dabur-plans-aggressive-acquisition-strategy-to-build-future-ready-portfolio-64940.htm">Dabur plans aggressive acquisition strategy to build future-ready portfolio</a>

On premiumization, Malhotra acknowledged that it was a less focused area for the company until now.

"It was a deliberate attempt because we wanted to gain market share," he added.

However, the CEO said the company will embark on premiumization and contemporization as it gained market share in chyawanprash, homecare, skincare, and honey categories.

"We will for premiumization like in hair care, we always focused on gaining market share in Dabur Amla going forward, you will see a concerted effort on premiumization. We will focus investments on post-bath categories like serums, conditioners, and masks. In the beverages segment, we will invest money in the Activ portfolio, and communicate on the zero sugar and low preservative range of beverages," Malhotra said.

<a href="https://www.storyboard18.com/advertising/dabur-slashes-ad-and-publicity-expenses-sees-8-3-decline-in-q4-fy25-profits-64901.htm">Dabur slashes ad and publicity expenses, sees 8.3% decline in Q4 FY25 profits</a>

Additionally, Chyawanprash, honey, and glucose will be updated to modern formats, the CEO asserted.

Dabur posted a consolidated profit of Rs 312.73 crore in Q4 FY25 compared to Rs 341.22 crore in Q4 FY24--a decrease of 8.3%. Overall, in the fiscal year 2025, the profits plunged to Rs 1,740.42 crore--a decline of 4% year-on-year. Dabur's advertisement and publicity expenses stood at Rs 176.40 crore in Q4 FY25 versus Rs 183.6 crore in the corresponding quarter in FY2024. The maker of chyawanprash and ayurvedic products spent Rs 864.64 crore on advertising in the full fiscal 2025. The consolidated total income of Dabur soared to Rs 2,971.29 crore in Q4 FY25.

Dabur streamlines portfolio, exits tea, diapers to boost premium hair care, beverages

Dabur India on Wednesday announced its quarter 4 earnings for the fiscal year 2024. The Fast Moving Consumer Goods company's profit plunged, along with cuts in advertising and promotional expenses in the March quarter FY2025.

Dabur posted a consolidated profit of Rs 312.73 crore Q4 FY25 compared to Rs 341.22 crore in Q4 FY24--a decrease of 8.3%

Overall, in the fiscal year 2025, the profits plunged to Rs 1,740.42 crore--a decline of 4% year-on-year.

Dabur's advertisement and publicity expenses stood at Rs 176.40 crore in Q4 FY25 versus Rs 183.6 crore in the corresponding quarter in FY2024.

The maker of chyawanprash and ayurvedic products spent Rs 864.64 crore on advertising in the full fiscal 2025.

The consolidated total income of Dabur soared to Rs 2,971.29 crore in Q4 FY25.

The revenue from the consumer care business stood at Rs 2,254.98 crore, the food business at Rs 50.48 crore, and the retail business at Rs 24.56 crore in Q4 FY25.

Dabur clocked a profit of Rs 250.54 crore on a standalone basis in Q4 FY25-- a drop of 11.51% YoY.

The standalone ad and publicity expenses stood at Rs 131.09 crore in the same period.

High food inflation and surge in cost of living remained challenging factors for the FMCG major. However, "Dabur delivered 2.1% constant currency revenue growth at Rs 2,830 crore. Revenue for the full year 2024-25 stood at Rs 12,563 crore, up from Rs 12,404 crore a year earlier," the  company mentioned in a stock exchange filing.

Chairman Mohit Malhotra said that despite facing pressure in the Indian business, the international operations enabled them to successfully navigate the complex external environment.

"International business achieved 19% constant currency growth in the fourth quarter and 17% during the full year," Malhotra said.

He anticipated that consumer demand in India would recover progressively in the coming quarters, both in urban and rural markets.

"We are focusing on strengthening our competitive edge in the marketplace by investing in scaling up our rural footprint and rolling out consumer-centric innovations," he added. 

Dabur slashes ad and publicity expenses, sees 8.3% decline in Q4 FY25 profits

Godrej Consumer Products Ltd (GCPL) on Tuesday announced its Quarter 4 and fiscal year 2025 results on the stock exchanges.

The Fast Moving Consumer Goods company turned profitable in the March quarter of FY25. The company, after reporting losses of Rs 1,893.2 crore in Q4 FY24, has clocked a profit of Rs 412 crore in the March quarter of FY25. 

The company's consolidated advertisement and publicity expenses witnessed a marginal rise in Q4 by 1.3% year-on-year.

GCPL's Q4 ad expenses surged to Rs 310.07 crore in FY25 versus Rs 306.29 crore in the corresponding quarter last fiscal. 

In fiscal year 2025, Godrej Consumer reported a profit of Rs 1,852.3 crore while the ad and publicity expenses stood at Rs 1,369.2 crore.

The company's consolidated revenue from operation stood at Rs 3,598  crore in Q4 and Rs 14,364 crore in the full fiscal year 2025.

According to GCPL's Managing Director and CEO, Sudhir Sitapati, the demand conditions have continued to be impacted by headwinds in urban consumption.

In the Quarter 4 FY25, the EBITDA declined by 9% to Rs 2,160 crore. Sitapati said that a surge in palm oil prices by more than 50% negatively impacted the EBITDA margin of the company. 

GCPL's home care segment grew by 14%.

"Household Insecticides delivered a double-digit growth buoyed by a good season and strong market share gains across all formats. Goodknight Agarbatti has seen strong outperformance and has become the clear market leader in this category," the company mentioned. 

The personal care segment, comprising hair colour, handwash, and other products, grew 4% in Q4.

GCPL's sales in Africa, the USA, and the Middle East grew by 23%. The absolute EBITDA stood at Rs 116 crore and grew 37% year-on-year in these countries.

However, in Indonesia, sales grew by 1% in constant currency terms.

"Our Consolidated organic volumes for Q4FY25 grew by 6%, led by the India business growing volumes at 4% and Indonesia growing volumes at 5%. This led to full-year organic volume growth delivery at 4% for our consolidated business, 5% for India and 6% for Indonesia. Our Consolidated organic revenue growth for Q4 and FY 2025 stood at 7% and 4% respectively," Sitapati added.

Godrej Consumer Products reports Rs 412 crore in Q4; Ad expenses surge to Rs 1,369 crore in FY25

AWL Agri Business Ltd, formerly known as Adani Wilmar, has reported a 113% year-on-year spike in its quick commerce sales volume in the fourth quarter of fiscal year 2025. 

According to the company, the quick commerce performance was driven by a strategic focus on operational improvements—particularly in product assortment, availability, and promotions and advertisements. 

The FMCG firm's revenue from alternate channels increases to more than Rs 3,600 crore than the overall sales. Fortune brand registered the highest market share in alternate channels across other categories, such as besan, flour, sugar, and poha in the March quarter.

The south region sales volume grew by 25% YoY, contributing more than 10% to the branded sales, AWL Agri said in a stock exchange filing. This growth was fuelled by improvements in distribution infrastructure, sustained marketing efforts and adoption of regional packaging.

Overall, the company's profit after tax for the Q4 FY25 stood at Rs 191 crore, up 22%. In the previous fiscal year, AWL Agri registered a profit of Rs 157 crore. 

The company's revenue jumped 38% YoY to Rs 18,230 crore in Q4 FY25 from Rs 13,223 crore in the corresponding quarter last fiscal.

The revenue of the edible oil segment saw a 45% jump to Rs 14,769 crore in the March quarter FY25, while food & FMCG's revenue stood at Rs 1,464 crore, up 9% YoY.

The company said that branded edible oils grew by 6% YoY in FY25, led by improved distribution and sustained marketing efforts.

"To capture market share from regional players, we’re investing in advertising for the Kings brand, specifically targeting social media platforms widely used in smaller towns," AWL Agri added.

In the FMCG segment, the company's wheat flour sales grew in double digits in both the Q4 and full fiscal year. Additionally, soap grew by 19% YoY in FY 25, registering a revenue of around Rs 130 crore.

AWL Agri's quick commerce sales volume jumps 113% in Q4, driven by ads and promotions

Consumer products multinational corporations (MNCs), with operations in India, have experienced higher-than-FMCG industry growth between 2018 and 2023.

According to a report by Bain & Company, of the 30 top global MNCs based in India, 19 have reported higher growth than the FMCG industry in this span.

The report observed that the Indian affiliates delivered a total shareholder return of between two and six times that of their global parents. 

Additionally, the report found that 60% of the Indian affiliates’ revenues are growing at least double their parent companies’ growth rate.

India is the third-largest contributor to consumer product growth among emerging markets over the past decade.

“Companies already investing in India are benefiting from accelerated growth, higher shareholder returns, and opportunities to shape globally relevant products, said Ravi Swarup, head of Bain’s Consumer Products practice in India. 

While India has traditionally been considered a difficult market for MNCs, it has made tremendous improvements to barriers. Rapid digital adoption and widespread smartphone and internet penetration have enabled companies to effectively reach India’s diverse population. E-commerce and quick commerce have grown 2–3 times faster in value than traditional and modern trade channels, diminishing the need for an extensive traditional trade network to enter the market. Digital payments are also gaining popularity, with 45% of Internet users adopting them for transactions.

“What we are seeing is a market where both legacy players and new entrants can win, but only if they rewire their approach to be truly India-centric," Nikhil Ojha, head of Bain’s Strategy practice in the Asia-Pacific region said.

Consumer MNCs in India deliver 2-6 times higher returns than global parents: Bain & Co

Nestlé India on Thursday announced its 4th quarter result for the fiscal year 2025. The maker of Nescafe and Maggi-like brands reported a 6.53%  decline in profit in the March quarter of fiscal year 2025 on a consolidated basis. 


According to the Q4 earnings report, Nestlé India registered a profit of Rs 873 crore between January-March FY 2025 compared to Rs 934 crore in the corresponding quarter last fiscal (FY24).

The company's standalone profit for Q4 FY25 stood at Rs 885 crore versus Rs 934 crore in Q4 FY24.


Notably, the net profit for the fiscal year 2025 stood at 3,314.5 crore versus 3,196.2 crore in FY24. While the company registered total sales of Rs 20,077.5 crore in FY25.


The KitKat chocolate maker's consolidated revenue saw an increase of 4.4% to Rs 5,503 crore in Q4 FY24 compared to 5,267 crore in Q4 FY24.

According to Suresh Narayanan, Chairman and Managing Director of Nestlé India, the Q4 FY25 witnessed double-digit growth in Beverages and Confectionery, with 3 out of 4 product groups delivering healthy growth. 


Narayana added, "Our domestic sales crossed the Rs 5,235 crore mark, the highest ever in any quarter supported by improving volume growth".

According to the Q4 earning report, Nestlé India attributed the growth to mainly beverages sales which posted "high double-digit" growth. 

On the other hand, confectionery grew at a high single-digit pace both in value and volume driven by KitKat, the FMCG major said.

Further, prepared dishes and cooking aids posted mid-single-digit growth with Maggi returning to volume growth and Maggi Masala-Ae-Magic also demonstrated positive growth.

The petcare business reported high double-digit growth – the highest ever, since its integration into the Nestlé India business.

"Out-of-Home (OOH) business also delivered double-digit growth and is emerging as one of our fastest growing businesses", the filing mentioned.

Nestlé India's FY25 net profit stands at Rs 3,314.5 crore, Q4 profit declines 6.6%

Fast-moving consumer Goods (FMCG) giant Hindustan Unilever announced its quarter 4 result for the fiscal year 2025 on Thursday. The maker of brands like Dove and Horlicks reported a 3% decline in its consolidated profit to Rs 2,475 crore in Q4 FY25 compared to Rs 2,561 crore in the corresponding quarter in FY24.

The company's standalone profit in Q4 stood at Rs 2,493 crore--an increase of 4% year-on-year.

HUL reduced its consolidated advertisement and promotion expenses by 6.5% to Rs 1,510 crore in the March quarter FY25 YoY.

In Q4 FY24, HUL's ad expenses were Rs 1,616 crore.

On a sequential basis, the consolidated ad expenses saw a marginal rise of 0.19%. HUL spent Rs 1,507 crore on ads and promotion in the December quarter (Q3) FY25.

On a standalone basis, HUL's ad expenses saw an 8.3% decline YoY to Rs 1,454 crore in Q4 FY25 compared to Rs 1,586 crore in the same period last fiscal. 

<strong>HUL's standalone Q4 FY25 earnings:</strong>

The FMCG major registered a total income of Rs 15,513 crore in the January-March quarter in FY25 versus Rs 15,077 crore in Q4 FY24.

The home care segment's revenue saw an uptick of 1.80% YoY to Rs 5,818 crore in Q4 FY25 versus Rs 5,715 crore in Q4 FY24. The beauty and well-being segment's revenue surged to Rs 3,113 crore in Q4 FY25 (up 4.21%) compared to Rs 2,987 crore in Q4 FY24. The personal care segment's revenue stood at Rs 2,124 crore in Q4 FY25, up 3% YoY. However, the revenue of food segments saw a decline of 0.38% to Rs 3,896 crore in Q4 fiscal year 2025 YoY.


<strong>HUL's consolidated Q4 FY25 earnings:</strong>

HUL's consolidated total income stood at 15,979 in January-March (Q4) FY 25 compared to Rs 15,441 crore in Q4 FY24.

The home care segment's revenue saw an uptick of 1.85% YoY to Rs 5,815 crore in Q4 FY25 versus Rs 5,709 crore in Q4 FY24. The beauty and well-being segment's revenue surged to Rs 3,265 crore in Q4 FY25 compared to Rs 3,062 crore in Q4 FY24. The personal care segment's revenue stood at Rs 2,126 crore in Q4 FY25, up 3.05% YoY. In contrast, the revenue of food segments saw a decline of 0.35% to Rs 3,896 crore in Q4 fiscal year 2025 YoY.

"We delivered a competitive performance, further strengthening our market leadership during the year. This year
marked a step up in our portfolio transformation with increased innovation in high-growth spaces, amplified investments in channels of the future, acquisition of Minimalist, divestment of Pureit, and the decision to demerge Ice Cream business. Looking ahead, we anticipate demand conditions to gradually improve over the next fiscal year," Rohit Jawa, CEO and Managing Director said. 

HUL cuts ad expenses by 6.5% in Q4 FY25, consolidated profit drops by 3%

Ahead of the Quarter 4 result for the fiscal year 2025, Marico said it has witnessed a sequential uptick in volume with an improvement in market shares across its key franchises between January and March.

According to the company, the consolidated revenue growth surged to high teens on a year-on-year basis, while the consolidated business delivered a low double-digit revenue growth in the same period.

Marico anticipated maintaining the double-digit revenue growth momentum in FY26.

<a href="https://www.storyboard18.com/brand-marketing/marico-to-continue-shrinkflation-for-few-more-quarters-ceo-saugata-gupta-56152.htm">Marico to continue ‘shrinkflation’ for few more quarters: CEO Saugata Gupta</a>

According to the company, Parachute Coconut Oil witnessed transient sluggishness in volumes amid the steep rise in consumer pricing and impact of ml-age reduction in certain packs.

The company has expected an uptick in volume in coconut oil as the stress on the consumer wallet eases, driven by the seasonal moderation in copra prices. Notably, the brand recorded high teen revenue growth, driven by the pricing intervention of the company.

In contrast, Saffola Oils registered revenue growth in the twenties. Value Added Hair Oil witnessed improvement on a sequential basis led by mid and premium segments. Foods and Premium Personal Care (incl. digital-first brands) sustained their robust momentum.

<a href="https://www.storyboard18.com/brand-makers/anticipated-threat-of-d2c-brands-as-early-as-2020-marico-md-saugata-gupta-56140.htm">‘Anticipated threat of D2C brands as early as 2020’: Marico MD Saugata Gupta</a>

Marico's international business delivered mid-teens constant currency growth in Q4 FY25, with Bangladesh registering double-digit constant currency growth. MENA and South Africa also reported robust double-digit growth momentum in the same period.

"The Company maintains its aspiration of delivering sustainable and profitable volume-led growth over the medium term, enabled by the strengthening brand equity of its core franchises and scale-up of new engines of growth," Marico said in an exchange filing.

Marico sees high-teen revenue growth in Q4, eyes double-digit expansion in FY26

The Retailers Association of India (RAI) reported a 4% growth in the retail sector from February 2025 compared to the same period last year. According to the RAI's 59th Retail Business Survey, food and grocery, QSR, and consumer durables have performed significantly well in February 2025.

However, on a month-on-month basis, the retailers saw a 1% drop in growth. In January 2025, retailers reported 5% growth. 

Further, the survey revealed that North India experienced the highest sales growth at 5%, while West India recorded a 4% increase followed by South India at 3%. East India showed a growth of only 2%.

In January, West India experienced the highest sales growth at 7%, while North and South India each recorded a 5% increase. East India showed a growth of only 4%.

In terms of categories, Food & grocery registered the highest growth of 11% in February 2025, followed by consumer durables and QSR each showing growth of 5% compared to the February 2024 period last year.

“Retail performance in India shows a modest 4% year-on-year gain for February 2025. Categories such as food and grocery, QSR, and consumer durables have reported specific upticks. Retailers are increasingly focused on protecting margins, with improved stock management becoming a clear priority. In the context of global tariff shifts and economic uncertainty, the sector is showing signs of steady adjustment rather than expansion,” said, RAI CEO Kumar Rajagopalan.