Pallavi Pengonda

HUL reported a multi-quarter high volume growth in Q4FY26, but rising input costs, El Niño risks and recent price hikes set up a tougher test for margins ahead.

After dropping 5% on Monday following Q4 results, Avenue Supermarts stock is still up around 15% so far in 2026. The stock will take cues from near-term growth rates.

Britannia Industries' stock fell 7% after Q4FY26 delivered a tepid 5.5% volume growth, undercut by rival Parle's lower pricing and war-linked international supply disruptions.

Bata India posted its best revenue growth in three years at 5% in Q4FY26, but the gains were undercut by a 15% Ebitda decline, 2.8% volume growth that trailed peers, and margins that analysts say will stay below pre-covid levels through FY28.

Fresh off an impressive Q4 turnaround, the Mamaearth parent has set its sights on crossing ₹ 5,000 crore in revenue over the next five years alongside a major margin expansion.

Nomura analysts expect aggregate revenue growth of 10.4% year-on-year for consumer staples companies under their coverage in Q1FY27.

The retailer's shares tanked 12% after its Q1 sales growth missed high Street expectations, leaving its expensive valuation vulnerable to a cooling consumption market.

Amid commodity price volatility driven by geopolitical uncertainties, Colgate intends to manage its margin profile through cost-saving initiatives and calibrated pricing actions.

Shares of KEI Industries, RR Kabel and Polycab India plummeted 5-8% in Friday's early session, while UltraTech's stock was marginally up, by 0.5%.

Hindustan Unilever is sharpening its portfolio, investing more and widening its margin range, but has offered no timeline for the growth revival investors are waiting for.