In 2026 so far, performance across FMCG stocks has been sharply divergent. Bajaj Consumer Care (113%), CCL Products (India) Ltd (19%), Nestle (15%), and Marico (11%) have seen strong gains, while larger staples such as ITC (-24%), Godrej Consumer Products (-15%), Emami (-14%), Hindustan Unilever Ltd (-1%), Britannia Industries Ltd (-8.5%), Dabur India Ltd (-3%) and Tata Consumer Products Ltd (-1%) have lagged.
