FMCG majors raise prices 2-5% as West Asia war ignites input cost surge
HUL, Britannia, Dabur and Nestle India are pushing through 2-5% price hikes as crude, edible oil and milk costs climb on West Asia conflict. Amul and Mother Dairy lifted milk ₹2/litre, while edible oils jumped 5.9% MoM in April. Deloitte warns demand may soften from Q2, putting festive recovery at risk.
What happened
Hindustan Unilever · HUL, Britannia, Dabur and Nestle India are raising prices 2-5% as West Asia conflict lifts crude, edible oil and milk costs. Amul and
Key facts
- ₹2/litre milk hike
- WPI 8.3% YoY April
- retail food inflation 4.2% April vs 2.1% Jan
- edible oils +5.9% MoM April
- India imports 60% edible oil
- 10% oil consumption cut urged
- edible oil complex +10% March
- Dabur 4% price hike
- HUL 2-5% price hikes
Why this matters
Distressed regional FMCG players squeezed by milk and edible oil spikes become attractive bolt-on targets as majors consolidate pricing power.