Скачать или смотреть How Ambani Destroying 90 Year-Old HUL & ITC in Just 90 Days. ₹1,00,000 Cr FMCG War!

Mukesh Ambani is not just entering the FMCG game — he is rewriting the entire rulebook. With Reliance Consumer Products Limited (RCPL) now officially demerged as a direct subsidiary of Reliance Industries since December 2025.

Ambani empire has made its boldest move yet to dominate India's massive consumer goods market. What was once a side business under Reliance Retail has now become a full-blown war machine targeting Hindustan Unilever, ITC, Nestlé, Procter & Gamble, and every major FMCG player sitting comfortably at the top.

Here's what makes this terrifying for the competition. RCPL crossed ₹11,500 crore in revenue in just three years of operations, making it the fastest-growing FMCG company India has ever seen. In the first half of FY26 alone, the company recorded nearly ₹9,850 crore in gross revenue, which means it's already on track to shatter its own records. And the target? Isha Ambani herself declared at the RIL AGM 2025 that RCPL aims to hit ₹1 lakh crore in revenue within the next five years and become India's largest FMCG company with a global presence. Compare this to HUL, which reported around ₹60,000 crore in FY25 with volumes growing at just 2% year-on-year, and you realize Reliance is not playing catch-up — it's playing overtake.

The strategy is a FMCG masterclass in multi-front warfare. Reliance is simultaneously acquiring iconic legacy brands, building powerful new in-house brands, and licensing international names to create an unstoppable portfolio. They bought Campa Cola for just ₹22 crore and turned it into a ₹1,000 crore brand that is directly challenging Coca-Cola and PepsiCo with aggressive pricing and higher retailer margins. Their own brand Independence has also crossed the ₹1,000 crore revenue mark in daily essentials. Then came the acquisitions of Lotus Chocolate, Sosyo beverages, Ravalgaon confectionery, SIL Foods, Raskik, Toffeeman, and the legendary sachet shampoo pioneer Velvette. Most recently in early 2026, RCPL acquired global rights to international personal care brands including Brylcreem, Toni & Guy, Badedas, and Matey — signaling a massive push into beauty and grooming to compete directly with HUL's personal care dominance.

But the real weapon is distribution. Reliance already has access to over 1.5 million retail outlets across India through Reliance Retail, plus JioMart's growing quick commerce and B2B network, kirana partnerships, and a workforce of 2.5 lakh employees. They are offering distributors 6-8% margins, nearly double the industry average, and pricing products 20-40% lower than competitors. This combination of aggressive pricing, superior margins for retailers, and unmatched distribution reach is exactly the Jio playbook that destroyed the telecom industry. On top of this, Reliance is investing ₹40,000 crore to build Asia's largest integrated food parks with AI-driven automation and robotics, plus ₹8,000 crore specifically for expanding the Campa and beverages business with new bottling plants across the country.

India's consumer market is a $2 trillion opportunity growing at 8% annually, with 350 million middle-class households and 900 million rural consumers driving 65% of FMCG growth. Reliance is not just riding this wave — it is building the infrastructure to own it. With global expansion already underway in West Asia, Sri Lanka, Nepal, and West Africa, and plans to enter 25 countries, RCPL is positioning itself as a truly global Indian FMCG powerhouse. The question is no longer whether Reliance can challenge HUL and ITC, but how quickly it will overtake them.

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