Budget 2026 Focus as Input Costs Squeeze Food & Dairy FMCG Margins
As the fast-moving consumer goods (FMCG) sector enters 2026, persistent input cost pressures — including key dairy and food inputs — are exerting sustained margin stress, keeping companies’ attention firmly on the upcoming Union Budget 2026–27. Despite easing headline inflation, several industry leaders are urging policy support to help manage supply-side cost inflation and improve…
Heritage Foods: What lies ahead after a soft quarter?
Highlights Higher raw milk prices impacted the performance Value-added products saw higher growth The March 23 quarter performance also likely to be impacted Investors with a longer-term view can add and accumulate on declines The December ’22 quarter results of Heritage Foods (HFL; CMP: Rs171) were below expectations. Companies in the dairy segment continued to remain impacted…
Heritage Foods: Will margins make a comeback for this dairy company?
The stock price gained over 9 percent on September 30. The company announced 1:1 Rights Issue through a regulatory filing. “The Board of Directors of the Company at the meeting approved to issue equity shares in the ratio of 1:1 by way of Rights Issue basis at the face value of Rs 5 each per…