rural consumption

Consumer demand strengthens ahead of festive & wedding season; Titan & HUL top buy: Siddhartha Khemka

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Consumer demand strengthens ahead of festive & wedding season; Titan & HUL top buy: Siddhartha Khemka

India’s consumer sector delivered a steady yet uneven performance in the September quarter, marked by category-level divergence but anchored by improving demand visibility heading into the festive and winter seasons. Aggregate revenue for the sector rose 8% in 2QFY26, while EBITDA growth remained modest at 4%, reflecting temporary disruptions in staples and margin pressures from … Read more

FMCG, consumer discretionary set for festive boost; defence remains a long-term play: Sushant Bhansali

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FMCG, consumer discretionary set for festive boost; defence remains a long-term play: Sushant Bhansali

Sushant Bhansali, Ambit Asset Management, says despite short-term challenges, the FMCG and consumer discretionary sectors stand to benefit from upcoming GST cuts, especially rural-focused companies. While short-term flows into defence may be limited due to government finances, the long-term growth story remains intact. Market entry is favorable now, supported by festive season demand and improving … Read more