Core Insights - Multinational FMCG companies in India experienced sales impacts in the September quarter due to GST reforms and heavy rains, but anticipate growth in upcoming quarters supported by favorable macroeconomic conditions [1][2] Company Performance - Unilever reported that its emerging market performance is improving, particularly in India, despite short-term impacts from GST reforms, which are expected to benefit 40% of its portfolio with nearly a 10% price reduction [3] - Reckitt's net revenue growth in India was affected by new GST slabs, but it achieved volume-led growth in its Dettol brand [4] - Reckitt's CFO noted that the impact of GST phasing in Q3 was low to mid-single digits, with like-for-like growth in India being low single digits [5] - Heineken's beer volume in India declined by mid-single digits due to heavy rains, but its organic net revenue grew by a mid-single-digit percentage, supported by price hikes [7][8] - Coca-Cola and PepsiCo reported disruptions in the September quarter due to weather conditions, with Coca-Cola's COO highlighting the potential for long-term growth in India despite current competitive pressures [9][10] - Pernod Ricard's sales in India increased by 3%, although they were negatively impacted by excise policy changes in Maharashtra [10][11] - Nestle SA noted strong performance and good momentum in India in its global earnings report [12]

I mean, Sensine obviously a product many people have known for years and a label many people have used, but the the whitening products really catching on a trend. Yeah. So, Sensanide is a fantastic brand and it's actually grown an average of uh double digits for the last 10 years in a very competitive environment.What you're talking about is clinical white. So, whitening is a very big trend among consumers, but it's not necessarily good for people with sensitive teeth. So, we took our time to get the right ...