Business

India’s fast-moving consumer goods (FMCG) sector demonstrated notable resilience in the fourth quarter of FY26, maintaining steady growth despite geopolitical uncertainties in global markets. Leading companies such as Marico, Dabur, and AWL Agri Business reported healthy revenue expansion driven by stable domestic demand, pricing strategies, and strong category performance. While international operations faced disruptions in conflict-affected regions, overall consumption trends remained positive.

Lodha Developers delivered a robust performance in the fourth quarter of FY26, reporting a 23 per cent year-on-year increase in pre-sales to Rs 5,890 crore. However, despite this strong finish, the company missed its full-year sales target due to demand disruptions linked to geopolitical tensions in West Asia. Annual pre-sales rose 16 per cent to Rs 20,530 crore, reflecting underlying resilience in India’s real estate sector. While urban housing demand remains structurally strong, external uncertainties and cautious buyer sentiment tempered growth.

Jindal Stainless Ltd has appointed Bollywood actor Ranveer Singh as its first-ever brand ambassador, signaling a strategic shift toward consumer-centric branding and broader market engagement. The move reflects the company’s ambition to strengthen brand visibility and reposition stainless steel as a lifestyle and aspirational material. As the company enters a new growth phase, this partnership aims to bridge the gap between industrial manufacturing and consumer awareness.

Godrej Consumer Products Ltd (GCPL) has projected strong financial performance for the January–March quarter of FY26, anticipating double-digit sales growth and high single-digit volume expansion. The outlook is supported by improving domestic demand conditions and favorable policy measures such as income tax relief and GST rationalisation. While inflationary pressures linked to crude oil remain a concern, the company expects policy tailwinds to cushion their impact.

CEAT Ltd has announced a multi-year partnership with emerging Indian cricket sensation Yashasvi Jaiswal, reinforcing its long-standing association with the sport. Effective April 1, 2026, the collaboration reflects the company’s strategic focus on aligning with high-potential athletes who embody consistency, performance, and adaptability. As cricket continues to command massive cultural and commercial influence in India, such partnerships offer brands a powerful platform to deepen consumer engagement.

Hindustan Zinc Ltd reported a steady operational performance in the fourth quarter of FY26, driven by higher production of both mined and refined metals. The company recorded a 2 per cent increase in mined metal output to 3,15,000 tonnes and a 5 per cent rise in refined metal production to 2,82,000 tonnes. However, silver production witnessed a marginal decline during the period.

Bajaj Auto Ltd reported a robust performance in March FY26, registering a 20 per cent year-on-year increase in total sales to 4,45,377 units. The growth was primarily driven by strong domestic demand, with local sales rising to 2,66,290 units. The company’s two-wheeler segment also recorded significant expansion, reflecting improving consumer sentiment and favorable market conditions.

Japanese automaker Nissan Motor has accelerated its expansion strategy in India by opening three new customer touchpoints in Mumbai, including two premium showrooms and a fully equipped service facility. The move underscores the company’s focus on strengthening its presence in high-density urban markets and enhancing customer experience. With strategically located outlets in Ghatkopar, Malad, and Kandivli, Nissan aims to improve accessibility, boost sales, and reinforce after-sales support.

Bank of Maharashtra (BoM) recorded a robust credit growth of 22% in the fourth quarter of FY26, with total outstanding advances reaching Rs 2.92 lakh crore. The expansion reflects strong corporate lending and retail asset momentum, underscoring the bank’s strategic focus on balanced growth across sectors. Corporate credit accounted for Rs 1.12 lakh crore, while retail, agriculture, and microfinance (RAM) advances contributed Rs 1.79 lakh crore during the period.

Alembic Pharmaceuticals has achieved a significant regulatory milestone with final approval from the US Food and Drug Administration (USFDA) for its generic dapagliflozin tablets, a widely used treatment for Type 2 diabetes. The approval enables the company to market therapeutically equivalent versions of AstraZeneca’s Farxiga in the US, expanding its footprint in the high-value anti-diabetic segment. This development underscores Alembic’s strategic focus on complex generics and regulated markets.