Consumer and Retail Dealtracker: Q1 2025

India’s consumer and retail sector is experiencing a renewed period of strategic investments, marked by active participation across food and beverage, personal care and e-commerce segments. Investors are focusing on companies with strong brand positioning, adaptive supply chains and digital-first strategies. In particular, the food and beverage space is drawing attention through a combination of traditional strengths and modern distribution models, including quick commerce and regional innovation. Personal care continues to expand rapidly, supported by digital adoption and rising demand across both urban and rural markets. E-commerce is seeing increased transaction volumes, driven by category diversification and the growth of hyper-value platforms.

Investment activity reflects a preference for long-term value creation, with capital flowing toward scalable business models that balance innovation with operational agility. Strategic consolidations remain prevalent in the food processing and FMCG sectors, while private equity firms are showing interest in emerging D2C and retailtech platforms. Despite input cost pressures and short-term margin considerations, sustained consumer demand and expanding disposable income continue to reinforce investor confidence. The momentum across sub-segments highlights a clear focus on category leadership, omnichannel growth and resilient performance in a rapidly transforming marketplace.