Dabur, Britannia, Emami reroute West Asia supply chains to India, Egypt, Turkey amid Hormuz disruption
Indian FMCG majors are relocating manufacturing and diversifying sourcing after the Iran conflict and Hormuz blockade hit West Asia exports. Emami now makes 50% locally in West Asia; Dabur saw 5% YoY Q4 international decline before April's 2% rebound. Europe sourcing shifts 30%, India exports 20%.
What happened
Indian FMCG majors Dabur, Britannia, Tata Consumer and Emami are relocating manufacturing and diversifying sourcing away from West Asia hubs like UAE and Oman
Key facts
- 5% YoY decline international business Q4
- 2% growth April
- 50% Emami West Asia local mfg
- 30% Europe sourcing
- 20% India exports
Why this matters
Scout bolt-on acquisitions of contract manufacturers in Egypt and Turkey to accelerate the localization playbook Emami is already executing at 50% in-region production.