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    Consumer Durables
    Sector
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    C
    Consumer Durables
    SECTOR | 09 Jan 2026, 06:45AM
    Five Stocks To Buy: Eternal, Indus Towers, Natco Pharma, And More
    Five Stocks To Buy: Eternal, Indus Towers, Natco Pharma, And More
    NDTV Profit
    Analysts give a range of buy calls across telecom infrastructure, industrials, pharma, FMCG, and mid-cap names.
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    Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.
    C
    Consumer Durables
    SECTOR | 08 Jan 2026, 08:52PM
    FMCG firms turn selective in D2C acquisitions as profitability, data drive deal strategy
    Business Line
    As demand growth in core categories remains uneven and competitive intensity rises, incumbents are increasingly using D2C buys to accelerate premiumisation, sharpen digital capabilities and gain direct access to consumers
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    Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.
    HUL, ITC, Varun Beverages To Drive FMCG Q3 Revival; DRChoksey Bets on Festive Momentum
    NDTV Profit | 08 Jan 2026, 09:15AM
    C
    Consumer Durables
    SECTOR | 07 Jan 2026
    Titan's stellar run continues, but valuations leave little room for error: Dipan Mehta
    Titan's stellar run continues, but valuations leave little room for error: Dipan Mehta
    Economic Times
    Titan Company's stellar quarterly updates impress, but valuations test patience. While gold price surges boost revenue, profitability concerns linger. Meanwhile, the FMCG sector faces stagnation, with Godrej Consumer Products deemed overvalued. Lab-grown diamonds are a future play, not immediate growth drivers, and QSR faces structural headwinds from food aggregators.
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    Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.
    India's FMCG sector likely to see 5% volume growth in coming months
    Business Standard | 06 Jan 2026 7 more
    FMCG poised to see strong rebound in coming quarters aided by positive macro-economic factors : Worldpanel Numerator
    Business Line | 06 Jan 2026
    CSB Bank a rerating candidate, buy-on-dips strategy advised: Sunny Agrawal
    Economic Times | 06 Jan 2026
    FMCG Q3 growth dull; recovery amid tailwinds key for valuations: Analysts
    Business Standard | 06 Jan 2026
    Q3FY26 results preview: FMCG companies likely to see GST-cut impact
    Business Standard | 05 Jan 2026
    Analysts see Marico post strong Q3 on pricing power, margin recovery
    Business Standard | 05 Jan 2026
    Stars Finally Aligning For India's FMCG Story, Says Goldman Sachs Check Stock Picks
    NDTV Profit | 05 Jan 2026
    Rural continued to outpace urban demand for FMCG industry in December quarter
    Business Line | 04 Jan 2026
    C
    Consumer Durables
    SECTOR | 07 Jan 2026
    Five Stocks To Buy: Divi's Labs, Aurobindo Pharma, Britannia And More
    Five Stocks To Buy: Divi's Labs, Aurobindo Pharma, Britannia And More
    NDTV Profit
    Multiple experts are converging on select pharma, FMCG, media, and financial services counters. Key names on today's radar include Divi's Laboratories, Aurobindo Pharma, and Britannia Industries.
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    Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.
    C
    Consumer Durables
    SECTOR | 07 Jan 2026

    Q3FY26E Consumer Sector Preview

    buy
    Consumer Durables
    by Deven Choksey
    Deven Choksey
    Q3FY26 is expected to mark the start of a meaningful recovery for the FMCG sector as the September GST impact fully normalises and trade restocking improves.
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    Alert  
    Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.
    C
    Consumer Durables
    SECTOR | 06 Jan 2026
    LG India, Polycab In Focus As Jefferies Flags Demand Upside In Consumer Durables  Check Revised Target Price
    LG India, Polycab In Focus As Jefferies Flags Demand Upside In Consumer Durables Check Revised Target Price
    NDTV Profit
    Jefferies maintained a Buy rating on Polycab India and raised its target price to Rs 9,230 from Rs 8,960, citing a strong structural opportunity in the cables and wires segment.
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    Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.
    C
    Consumer Durables
    SECTOR | 02 Jan 2026
    Cupid gets board approval for FMCG plant in Saudi Arabia
    Business Line
    Cupid expects demand strength to lift Q3 numbers
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    Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.
    Marico expects high single-digit volume growth in Q3 India business
    Business Standard | 02 Jan 2026 1 more
    ITC Shares See Barrage Of Target Price Cuts From Brokerages Over Higher Cigarette Tax Buy, Sell Or Hold?
    NDTV Profit | 02 Jan 2026
    C
    Consumer Durables
    SECTOR | 02 Jan 2026
    Rising incomes, rural recovery to power corporate India's 2026 growth
    Rising incomes, rural recovery to power corporate India's 2026 growth
    Economic Times
    Corporate India anticipates improved performance in 2026, driven by rising disposable incomes, a stronger rural economy, and infrastructure spending, partially offsetting rupee depreciation. Key sectors like automobiles, banking, FMCG, IT, metals, oil & gas, power, and pharmaceuticals are poised for growth, with AI and premiumization emerging as dominant themes.
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    Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.
    C
    Consumer Durables
    SECTOR | 31 Dec 2025
    Centre prohibits oral nimesulide doses above 100 mg, cites safety risks
    Business Standard
    The Union Health Ministry has banned the manufacture, sale and distribution of all oral formulations containing the popular painkiller nimesulide above 100 mg, citing serious risks to health, an official notification said. The decision was taken following a recommendation by ICMR, the apex health research body of India, it said. "The Central government is satisfied that the use of all oral formulations containing Nimesulide above 100 mg in immediate release dosage form is likely to involve risk to human beings and that safer alternatives to the said drug are available," the notification issued on Monday said. It stated that it is necessary and expedient in the public interest to prohibit the manufacture, sale and distribution of the drug in the country for human use. "Now, therefore, in exercise of the powers conferred by section 26A of the Drugs and Cosmetics Act, 1940 and after consultation with the Drugs Technical Advisory Board, the Centre, hereby prohibits the manufacture, sal
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    Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.
    C
    Consumer Durables
    SECTOR | 31 Dec 2025
    566% rally in 2025! Multibagger small-cap Cupid extends bull run to fifth session, hits record high
    566% rally in 2025! Multibagger small-cap Cupid extends bull run to fifth session, hits record high
    livemint
    Cupid's share price increased by 2.10% to a record 520.15, driven by plans for a new FMCG facility in Saudi Arabia. This move marks a significant step in the company's international expansion and supply chain enhancement.
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    Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.
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