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.

On April 6, 2026, Sumeet Bagadia suggests considering buy calls for Tata Consumer Products, BEL, and ACME Solar Holdings due to their optimistic trends, suggesting possible reversals and upward trajectories.

Motilal Oswal maintains a positive outlook for Tata Consumer, suggesting it as a buy and predicting a potential price of ₹1,370.

The shares of HUL, GCPL, and Tata Consumer reached their lowest point in a year, as the BSE FMCG index dropped 2%. This decline is attributed to escalating crude prices, which are expected to increase costs and potentially affect sales volumes for these companies. Analysts anticipate this trend could persist.

India's coffee and tea exports experienced significant growth in the fiscal year 2025-26, with coffee exports reaching $1.86 billion, a 20% increase year over year, and tea exports at $934.9 million, up by 11%. Raja Venkatraman suggests purchasing Tata Consumer Products if it trades above ₹1,060 and CCL Products above ₹1,070 for long-term investments.