Britannia, HUL, Godrej, Dabur: Same Inflation. Very Different Bets.
India's biggest FMCG companies are all staring at the same 8-10% commodity inflation. But open their earnings calls and you find four completely different strategies. Britannia Industries is quietly shrinking your biscuit. Godrej Consumer Products Limited is waiting three months before doing anything. Hindustan Unilever Limited is running the numbers and passing on only what it has to. And Dabur India is simply raising prices and betting its brands are strong enough to hold. Same pressure, very different bets. We get into who's making the right call, and why the answer depends entirely on…
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