CompareFMCG
ITC vs Nestle India
ITC: 34 reports on results in 90 days, against 18 for Nestle India. Nestle India leads on regulation: 8 against 2 for ITC.
Latest behind it: FMCG Stocks Face Q2 Earnings Test as Valuations Sit 25% Below Five-Year Average; ITC Sales Seen Down 20%
- ITC
- 62 reports in 90 days
- 56 in the 90 days before; most on results (34)
- Nestle India
- 34 reports in 90 days
- 34 in the 90 days before; most on results (18)
Free account. New reports on either brand collect on your Following page as they publish.
Side by side
Counts are the reports we hold on each brand: one event counted once, phone and car launches and news outside retail left out. They show where each brand made news, not market share or store totals.
- 3 AugITC completes ₹3,500 crore Century Pulp acquisition, lifts paper capacity over 50%
- 17 SeptITC · Kotak adds ITC to large-cap model portfolio, trims Apollo Hospitals and ICICI Bank
- 29 SeptITC acquires 13,445 additional shares in Sproutlife Foods
- 29 SeptITC takes Sproutlife ownership to 100% through secondary share purchase
- 29 SeptITC acquires remaining Yoga Bar stake for ₹645 crore
- 5 OctNestle India · Ex-Nestle India chief on Maggi crisis: 39,000 tonnes pulled from ~5 million outlets, 30% of business frozen
Moves to read first
- FMCG Stocks Face Q2 Earnings Test as Valuations Sit 25% Below Five-Year Average; ITC Sales Seen Down 20%
All-India FMCG volume growth fell to minus 4% in the June 2026 quarter from 6% a year earlier, per Nielsen data.
- Nestle India shares fall over 7% despite 35.9% profit jump as food inflation and rich valuations weigh
Nestle India reported a 35.9% year-on-year rise in consolidated net profit to ₹1,009 crore and 20.3% revenue growth, yet its shares fell over 7%.
- ITC completes Sproutlife acquisition as brands expand into protein
ITC Limited · ITC completed its acquisition of Sproutlife Foods this week and introduced protein products under Aashirvaad and Sunfeast over the last 12 months.
- Nestlé targets top-five market status for India, adds 10th factory
Nestle India · Nestle plans to accelerate volume-led growth, distribution, manufacturing and exports in India, aiming to make it a top-five global…
- ITC acquires remaining Yoga Bar stake for Rs 645 crore
ITC bought the remaining Yoga Bar stake for Rs 645 crore, taking full ownership of the brand. Moneycontrol reported the transaction on September 29, 2026.
- FSSAI orders sale halt on Nestle India Low Fat Dairy Whitener after sample fails standards; Nestle disputes the finding
FSSAI found a Nestle India Low Fat Dairy Whitener sample from The Lalit, New Delhi, non-compliant under the Food Safety and Standards Act, 2006, and ordered…
What to watch
ITC ·
Q2 FY27 results: EBITDA margin below Q1's 26.7% (Outlook Business, 31 Jul)What it would mean: Raw-material and packaging suppliers should expect tougher terms as ITC defends its margin.
Nestle India ·
Q2 FY27 results: EBITDA margin below Q1's 24.1% (Financial Express, 4 Aug)What it would mean: Raw-material and packaging suppliers should expect tougher terms as Nestle India defends its margin.
est. = estimated from how soon after quarter-end the brand's last results came.
Keep tracking them
Every report behind this page
ITC: 62 reports in the last 90 days
- FMCG Stocks Face Q2 Earnings Test as Valuations Sit 25% Below Five-Year Average; ITC Sales Seen Down 20%
- ITC hits 52-week low as Rs 9,437 crore block deal weighs; Citi says 75% of cigarette tax hike passed through
- ITC, Godfrey Phillips, VST seen rebuilding margins in Q2 FY27 as price hikes absorb the 40% GST slab
- Citi upgrades ITC to Buy with Rs 300 target, 17% upside, as cigarette tax hike is largely passed through in prices
- ITC uses AI to optimise about 7,000 campaign line items, built from just three SKUs, several times a day
- ITC shares fall 34% in 2026 as India FPI outflows top Rs 2.5 lakh crore
- ITC market cap falls to ₹3.32 lakh crore after 34% slide in 2026
- ITC completes Sproutlife acquisition as brands expand into protein
- ITC acquires remaining Yoga Bar stake for Rs 645 crore
- ITC takes Sproutlife ownership to 100% through secondary share purchase
- ITC acquires 13,445 additional shares in Sproutlife Foods
- ITC expands Aashirvaad fresh-dairy presence in Eastern India
- ITC expands Aashirvaad Svasti dairy footprint across East India
- ITC raises cigarette prices as excise hike drives downtrading signal
- ITC raises Gold Flake Premium price to ₹135 per 10-cigarette pack
- ITC recovery offers respite, but cigarette tax hike and weak Q1 keep pressure on outlook
- FMCG makers hold prices through festive season as they prioritise volume growth
- 360 ONE retains ITC Buy, sets ₹440 target implying 68% upside
- Kotak adds ITC to large-cap model portfolio, trims Apollo Hospitals and ICICI Bank
- ITC cigarette price hike signals pricing power; UPI fee change flags merchant-cost shift
- ITC shares rise after price hikes in select cigarette brands
- Kotak flags ITC valuation gap as large-cap investor apathy persists
- ITC’s cigarette-tax shock puts its diversification story back under scrutiny
- Systematix flags ITC cigarette volume pressure; prefers Marico, Bikaji and Dodla
- ITC readies fresh-food expansion to Mumbai and Delhi as festive demand stays resilient
- ITC’s ₹360 SoTP case rests on 19% FMCG EBIT CAGR through FY29
- Kotak flags ITC de-merger as a route to unlock value across tobacco and growth businesses
- FMCG brands shrink protein packs to widen affordability
- ITC and rivals push smaller protein packs to bring high-protein snacks below ₹100
- ITC sees steepest FY27 EPS cut among Nifty peers; Titan estimates rise 3%
- ITC pledges to exceed FSSAI norms as it manages cigarette-tax pressure and pursues hotel growth
- Delhi High Court stays FSSAI move to cancel ITC licence over Aashirvaad ‘100%’ claims
- Consumer majors’ export forex earnings rise 29%, outpacing import costs in FY26
- ITC and HUL hit 52-week lows as broker views split on recovery prospects
- JPMorgan sees volume-led consumer staples recovery as ITC weighs on Nifty
- ITC profit falls 22% as India Inc’s Q1 sales surge meets margin pressure
- ITC partners to adopt 100 Andhra Pradesh villages for integrated rural development
- ITC stays below ₹300 as cigarette-tax changes weigh on sentiment
- ITC completes ₹3,500 crore Century Pulp acquisition, lifts paper capacity over 50%
- ITC leans on FMCG and product launches as cigarette tax shock hits earnings
- ITC’s cigarette profit slumps 35% in Q1, while FMCG and packaging cushion the hit
- ITC’s Q1 rally puts FMCG’s near-term risks against India’s consumption upside
- ITC revenue rises 28% as profit falls 27%; shares gain on FMCG and cigarette optimism
- HUL’s Q1 growth outpaces ITC as brokerages weigh margin recovery and dividends
- HDFC Securities includes ITC in broad post-Q1FY27 coverage review
- ITC cigarette volumes hold up after tax hike, easing illicit-trade concerns
- ITC’s cigarette sales slump 22% as tax-led pricing hits volumes; FMCG grows 15%
- ITC, Ather and Urban Company among retail-facing names due to report Q1 results
- Motilal Oswal keeps ITC Neutral at Rs 300 after cigarette earnings miss
- Tax-led cigarette revenue surge masks weaker volumes and profits at India’s top makers
- Cigarette makers see volumes and profits fall in first full quarter after tax hike
- Higher tobacco taxes hit ITC, Godfrey Phillips and VST’s Q1 underlying sales
- ITC Q1 profit falls 16% YoY to ₹4,394 crore
- ITC, Swiggy, Raymond Lifestyle and retail peers enter Q1 FY27 earnings spotlight
- ITC Q1FY27 preview: FMCG growth may not offset cigarette tax-hit margins
- ITC to pay ₹8 final dividend per share between July 24 and 29
- ITC, HUL, Dabur, Swiggy and more line up for Q1FY27 earnings week
- ITC says non-tobacco FMCG revenue has crossed ₹24,000 crore
- ITC redesigns cigarette portfolio after tax hike, earmarks ₹20,000 crore for growth
- ITC agri business doubles revenue to ₹20,300 crore, targets 10 million farmers by 2030
- ITC reworks cigarette portfolio as tobacco taxes rise to about 70%
- ITC targets India’s Rs 8 lakh crore FMCG opportunity with Rs 20,000 crore manufacturing push
Nestle India: 34 reports in the last 90 days
- Nestle India shares fall over 7% despite 35.9% profit jump as food inflation and rich valuations weigh
- Nestle India Q2 sales rise 20.5%, profit up 36% as material costs fall to 43.1% of sales
- Nestle India Q2 preview: PAT seen above ₹1,000 crore as ~10% volume growth lifts revenue 20–21%
- FSSAI orders sale halt on Nestle India Low Fat Dairy Whitener after sample fails standards; Nestle disputes the finding
- Ex-Nestle India chief on Maggi crisis: 39,000 tonnes pulled from ~5 million outlets, 30% of business frozen
- Nestlé India defends Low Fat Dairy Whitener after FSSAI calls Lalit New Delhi sample unsafe and substandard
- Nomura flags potential Q2 earnings surprises from Nestle India, Marico and Tata Consumer
- Nestlé India responds to reported insects in Maggi packet, cites quality controls
- FSSAI initiates three adjudication cases against Nestlé India over infant nutrition claims
- Nestlé India marks 50 years with PTC Group as Bihar leads growth
- Nestlé India gains as Nuvama flags FY27 growth from volumes, premiumisation and e-commerce
- FMCG stocks rise up to 3% on festive-demand expectations
- India’s proposed warning labels put Maggi, Thums Up and packaged-food recipes under scrutiny
- FSSAI label push puts India’s cheap packaged-food playbook on notice
- FSSAI’s front-of-pack warning proposal pressures major FMCG stocks
- Nestlé targets top-five market status for India, adds 10th factory
- Nestlé India backs front-of-pack labelling, calls for science-based rules
- India becomes Nestlé’s highest-performing market as revenue tops ₹23,155 crore
- Nestlé backs stricter food labels as India emerges as a key growth market
- Nestlé names India its top-performing market in H1 2026, eyes more local manufacturing
- Nestlé sees India entering its top five global markets in the near term
- Nestlé India, Tata Consumer and beauty brands target India’s emerging GLP-1 consumer market
- Nestlé India flags near-term demand slowdown despite strong June-quarter earnings
- Nestlé India sees near-term consumption drag but doubles down on premium, rural and e-commerce
- Nestlé India targets 2.19 lakh villages by FY26 as it backs premium growth
- Nestlé India posts strong Q1 growth, flags inflation-led pressure on consumption
- Nestlé flags India as a key growth driver after strong June-quarter performance
- Nestlé India emerges as growth outlier with 48% June-quarter profit jump
- Nestlé India’s Q1 growth puts quick commerce and rural reach in focus
- Nestlé India Q1 profit rises 47.9% to Rs 975 crore as sales grow 25.4%
- Nestlé India’s exports rise 35.6% as Maggi and Nescafé expand overseas
- Nestlé India among 40-plus companies due to report June-quarter FY27 results
- Nestle India Q1FY27 preview: PAT may jump up to 34% YoY on strong volume growth
- 270 companies report Q1 results this week, including Nestle India, Bajaj Auto and Tata Consumer
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