Abneesh Roy, Executive Director at Nuvama Institutional Equities, expects packaged food-focussed fast-moving consumer goods (FMCG) companies to outshine other segments in the second half of the financial year ending March 2026. Rising consumption and larger pack sizes are likely to benefit companies such as Nestlé India , Britannia Industries , Tata Consumer Products , and Bikaji Foods International .

“No one is going to brush more just because it’s lower price or higher grammage. So, it will benefit the food companies. Because, if you see biscuits, snacks, or even Maggi, for example, the consumer buys a pack. So in such cases, the grammage addition will benefit volumes straight away,” he told CNBC-TV18.

Roy favours diversified FMCG players, as companies with broader portfolios a

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