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India's FMCG sector stabilizes post-GST 2.0, with full production and normalized supply chains returning.
India's FMCG sector has stabilized after three months of disruption from the GST 2.0 overhaul, with major companies like Dabur, Godrej, and Parle reporting full production and normalized supply chains.
Initial delays caused by pricing uncertainty and mixed packaging have eased, with firms returning to standard price points and larger pack sizes to pass on tax savings.
Inventory levels are now stable, and executives expect a sales rebound starting in January–March 2026, driven by rural demand and modern trade growth.
The industry remains optimistic about mid-to-high single-digit growth in the second half of the fiscal year.
El sector FMCG de la India se estabiliza después de GST 2.0, con una producción completa y cadenas de suministro normalizadas que regresan.