Nestle India's 134% turnover growth since 2015 and ₹5,800 crore capex plan highlight its steady expansion, but soaring coffee (+75%) and cocoa (+40-50%) costs are squeezing margins. SEBI analyst Cashvisory sees GST cuts boosting FMCG demand and premiumisation driving future growth. Despite near-term pressure, Nestle remains a structural India consumer play. Retail mood on Stocktwits is bearish.