# The rise in crude prices and supply chain disruptions has driven up the costs of palm oil and.

*business · news · 2026-04-07 · The Financial Express*

## Key points

- Crude price increases and supply chain issues have raised palm oil and polymer costs for Indian FMCG firms.
- Nestle India's Q4 margins are expected to benefit from lower palm oil inventory and falling milk prices.
- Hindustan Unilever's margins may be negatively impacted by rising crude-based commodity prices in upcoming quarters.
- Godrej Consumer anticipates near double-digit revenue growth for Q4 FY26, but Q1 margins face crude exposure risks.
- Dabur India's margins are supported by stable Amla prices, but LLP and HDPE inflation may limit gains.

**Companies:** Nestle India, Hindustan Unilever, Godrej Consumer, Dabur India
**Countries:** India

[Read the full story on The Financial Express](https://www.financialexpress.com/business/news-dabur-nestle-hul-godrej-consumer-q4-results-fmcg-sector-earnings-expectations-and-dividend-datesnbsp-4198485/)

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