₹3/litre fuel hike squeezes FMCG margins; Amul, Mother Dairy already lift milk ₹2
Petrol at ₹97.77 and diesel at ₹90.67 after a ~₹3/litre jump pressures FMCG, dairy, grocery and last-mile players where logistics is 6-10% of operating costs. Amul and Mother Dairy have raised milk by ₹2/litre; peers may follow via grammage cuts or selective hikes.
What happened
FMCG sector · Petrol and diesel prices rose by ~₹3/litre, threatening margin pressure across Indian FMCG, dairy, grocery, e-commerce and last-mile delivery.
Key facts
- ₹3/litre fuel hike
- petrol ₹97.77/litre
- diesel ₹90.67/litre
- milk +₹2/litre
- logistics 6-10% of operating costs
Why this matters
Distressed regional FMCG and last-mile logistics players become attractive bolt-on targets as fuel-driven margin compression accelerates consolidation conversations.