BSE FMCG

United Spirits Limited reported consolidated net sales of INR 3,021 crores for the quarter ended June 30, 2025, representing a 9.4% increase from INR 2,761 crores in the same period last year. On a standalone basis, total revenue grew 8.4% to INR 2,549 crores. The P&A segment contributed INR 2,251 crores with 9.0% growth, while the Popular segment showed stronger growth of 13.6% reaching INR 250 crores. The Other/NBR segment declined 27.3% to INR 48 crores. The company noted it was comparing against a high prior year base that included proactive actions to mitigate potential supply chain disruptions due to Union Elections. Management stated that while the demand environment remains muted, they have sustained growth momentum. The board meeting to approve detailed unaudited results is scheduled for August 13, 2025.

Emami Limited reported flat revenue growth for the quarter ended June 30, 2025, as unusually soft summer conditions and early monsoons impacted consumption. The talcum powder and prickly heat powder category declined 17% due to shortened summer season, though this follows a 54% growth in the same quarter last year. Excluding talc and prickly heat powders, core domestic business delivered 6% revenue growth and 3% volume growth. Pain management range grew robustly by 17% due to early monsoons, while BoroPlus antiseptic creams grew 60%. Healthcare range maintained 4% growth, but Male Grooming declined 9% and Kesh King declined 5%. Gross margins expanded 170 basis points to 69.4%, while EBITDA declined marginally by 1% to INR 214 crores. Profit after tax grew 9% to INR 164 crores. International business grew modestly by 2% despite challenges in Bangladesh, with other markets growing around 14%. The company launched several product innovations and plans strategic transformations for Kesh King and Smart & Handsome brands. Quick commerce scaled rapidly at nearly 3x year-on-year growth.

Godfrey Phillips India reported a 55.9% year-on-year increase in net profit to Rs 356 crore for Q1 FY26, compared to Rs 229 crore in the same quarter last year. The cigarette maker's revenue grew 36.5% to Rs 1,486 crore from Rs 1,088 crore. EBITDA increased 25.1% to Rs 338 crore versus Rs 270 crore, though margins declined to 22.7% from 24.8%. The company's board approved the issuance of 2:1 bonus equity shares and announced a record date for the final dividend from FY25.

Godfrey Phillips India's Board approved a 2:1 bonus share issue, meaning shareholders will receive 2 new shares for every 1 existing share held. The record date is set for September 16, 2025. The company also increased its authorized share capital from Rs. 25 crore to Rs. 50 crore and announced its 88th Annual General Meeting for September 4, 2025. For the quarter ended June 30, 2025, the company reported strong financial performance with revenue from operations at Rs. 1,807 crore (standalone) and profit after tax of Rs. 365 crore from continuing operations. The Board recommended a final dividend of Rs. 60 per equity share for FY 2024-25, subject to shareholder approval. The company has discontinued its 24Seven retail business operations.

Mukka Proteins Limited has entered into a Capital Contribution Transfer Agreement to acquire a 70% stake in Mukka Proteins Vietnam Co., Ltd. for 165,144,000 VND. The agreement was signed with TRẦN THỊ PHÚC, a shareholder of the Vietnamese entity. The acquisition will make Mukka Proteins Vietnam Co., Ltd. a subsidiary of Mukka Proteins Limited. The completion of this acquisition is subject to compliance with Foreign Exchange Management (Overseas Investment) Regulations, 2022. The transaction is not classified as a related party transaction, and the parties involved are not related to the promoter or promoter group.