The FMCG giants Nestle, HUL, Godrej Consumer, and Dabur face profit margin challenges in Q4 due to rising crude prices and supply chain disruptions. Their growth varies, with issues related to palm oil, crude, and Amla prices affecting their margins significantly.

Abneesh Roy of Nuvama identifies Marico, Tata Consumer, Nestle, and Britannia as solid FMCG investments due to their resilience against rising raw material costs, thanks to favorable pricing trends and retail expansion.

Axis Securities maintains a target of 28,080 for the Nifty, emphasizing on quality and sustainable earnings. They have added Kotak Bank, Eternal, and Nestle India to their top investment choices, while removing Mahanagar Gas, HDFC Bank, and Prestige Estate from preferred positions.