Apple, Unilever and Mondelez flag India as a standout June-quarter growth market

Global consumer brands reported strong India momentum: Apple posted record June-quarter revenue, Unilever India growth accelerated to 10%, and Mondelez added 100,000 outlets. Companies remain positive on investment despite inflation and input-cost pressures.

— Source publishedMon, 3 Aug, 2026, 06:00 IST·First seen Mon, 3 Aug, 2026, 06:18 IST·Source ET Small Business

What happened

Global consumer brands cited India as a key June-quarter growth market. Apple recorded India revenue and Mac sales records, while Unilever, Reckitt and Mondelez

Key facts

  • Apple reported record June-quarter revenue in India
  • Apple Mac sales in India grew in double digits
  • Unilever India growth accelerated to 10%
  • Reckitt emerging-market volumes rose 3.2%
  • Reckitt India grew in high single digits
  • Mondelez added 100,000 outlets in India during the quarter
  • Memory chip prices have nearly tripled

Why this matters

India’s scale and rising strategic priority strengthen the case for local partnerships, distribution alliances and targeted acquisitions that accelerate route-to-market reach.

What to watch

  • India quarterly volume growth versus price-led growth for major FMCG companies.
  • Apple India revenue, store openings, local production/export announcements and financing-led iPhone adoption.
  • Mondelez outlet additions, rural distribution penetration and sales growth in smaller pack formats.
  • Unilever India volume growth, gross-margin trends and commentary on commodity inflation.
  • Quick-commerce order growth, FMCG assortment expansion and commission/promotional-spend trends.
  • Food inflation, monsoon outcomes, rural wage growth and consumer-credit conditions.
  • Government changes to import duties, production-linked incentives, retail policy or packaged-food regulation.
  • Accelerate distribution expansion into tier-2 and tier-3 cities through kirana partnerships, regional distributors and direct-store-delivery networks.
  • Increase India-specific product development, including lower price points, small packs, regional flavors and premium localized assortments.
  • Expand quick-commerce, marketplace and omnichannel retail partnerships while protecting unit economics and brand positioning.
  • Raise local sourcing and manufacturing capacity to reduce currency, tariff and supply-chain exposure.
  • Prioritize first-party consumer data, loyalty and retail-media investments as competition for urban digital shoppers intensifies.

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