HUL, Tata Consumer, GCPL Hit 52-Week Lows As FMCG Index Falls 2% Amid Crude Price Surge

Hindustan Unilever share price, Tata Consumer Products, and Godrej Consumer Products dropped to their 52-week lows during intraday trade. The BSE FMCG index also slipped nearly 2% to a fresh yearly low.

HUL Falls To a 4-Year Low

HUL share price touched ₹2,030.30, its lowest level since March 2022.

• The stock has fallen about 15% in the past 5 weeks.
• In 2026 so far, HUL has declined 12%, compared to a 16% fall in the Sensex.
• Over 1 year, the stock has dropped 8.9%.

Crude Price Surge Hits Raw Material Costs

The biggest reason behind the decline is the sharp rise in crude oil prices due to global tensions. Higher crude prices increase the cost of key inputs such as:

• Palm oil
• Polymers
• Linear Alkyl Benzene (LAB)

These materials are widely used in soaps, detergents and personal care products.

Margin Pressure Across The FMCG Sector

• Beauty and personal care companies have 30–40% exposure to crude-linked raw materials.
• Food FMCG companies have 10–15% exposure.

If crude stays between $100–$130 per barrel, margins could fall by 100–250 basis points.

Also Read: March 2026 Auto Sales: Tata Motors Leads Growth, Mahindra Shows Stability Across Segments!

Conclusion

FMCG stocks are under pressure due to rising crude prices and higher raw material costs. 

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