Urban Demand Revival: A New Chapter for FMCG and Market Sentiment Part 2

FMCG Becomes Defensive Anchor Amid Global Uncertainty With global-facing sectors like IT and pharma facing pressure, FMCG has become the preferred defensive play due to its dependence on domestic consumption. Source: Economic Times Controlled Input Costs Support Margins While commodity inflation persists, companies have managed to maintain margins through calibrated price hikes and operational efficiency. Source: Business Standard Rural Demand Strong, Urban Catching Up Though rural demand remains the dominant driver, urban recovery is now closing the gap, creating a dual-engine growth scenario for FMCG companies. Source: NielsenIQ