Winter Boom Ahead! Indian Consumer Stocks Poised for Record Sales Surge?

Consumer Products

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Updated on 12 Nov 2025, 03:29 pm

Consumer goods companies are proactively preparing for a stronger winter season, with predictions suggesting it will be more prolonged and severe than last year. Akhil Jain, MD and CEO of Amar Jain Clothing (Madame), noted that winter wear is already moving by late October, indicating a shift in sales timing and a positive outlook for the latter half of the fiscal year. Last year's winter was unusually warm, leading to a contracted season, but this year's forecasts suggest the opposite. Lalit Agarwal, MD of V-Mart Retail, is optimistic about the third quarter due to the timely onset of winter combined with the wedding season, expecting strong demand in November and December. Dhruv Garg, CEO and Co-Founder of Global Republic, also anticipates double-digit growth from November to January, especially in northern regions. FMCG companies like Hindustan Unilever and Dabur India report robust winter product stocking by retailers during the September quarter. Hindustan Unilever expects good outcomes from a 'decent winter,' while Dabur India's CEO Mohit Malhotra anticipates a good third quarter if the winter is harsh and prolonged, contrasting with previous years of contracted winters. Impact: This news positively impacts consumer product companies and their sales, potentially boosting revenue and profitability for the upcoming quarter and the second half of the fiscal year. It suggests increased consumer spending on seasonal items. Rating: 7/10 Difficult Terms: FMCG: Fast-Moving Consumer Goods. These are products that are sold quickly and at a relatively low cost, such as soft drinks, toiletries, over-the-counter drugs, and packaged foods. Portfolio: Refers to the range of products a company offers, in this case, specifically their winter collection. Fiscal Year: A 12-month period that a company uses for accounting purposes. In India, the fiscal year typically runs from April 1st to March 31st. Earnings Call: A conference call between a company's management and analysts to discuss financial results and outlook.