FMCG Stocks Eye Strong 2026: Tax Relief, GST Cuts, Lower Inflation Fuel Growth

• FMCG companies like Dabur, GCPL, Marico show initial volume growth signs, with 2026 looking promising due to tax relief, GST reduction, and lower inflation.
• December quarter operating profit growth expected to be strong for FMCG firms, driven by robust domestic and international market performance.
• Marico's Parachute portfolio and premium hair care (VAHO) to benefit from softer copra prices and GST cuts; GCPL's soap market share likely to increase.
• Dabur's home and personal care segments anticipate double-digit growth, especially in rural areas, though its healthcare portfolio may remain sluggish.
• HUL, Britannia, and Nestle also stand to gain from increased consumption, stronger rural demand, and a growing focus on e-commerce for sustainable growth.

Why It Matters: Tax relief, GST cuts, and lower inflation are set to significantly boost FMCG stocks, making 2026 promising.