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Consumer Durables

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Consumer Durables

SECTOR | 17 Jan 2026, 04:06PM

Value seen in banks, IT and FMCG, be wary on defence: Rajat Sharma

Economic Times

Rajat Sharma of Sana Securities favors value investing. He sees buying chances in HDFC Bank and ICICI Bank. Long-term prospects are strong for IT stocks like Infosys and Birlasoft. Defence stocks are viewed with caution due to high valuations. FMCG sector may see earnings-led upside. Sharma's strategy focuses on fundamentals for long-term gains.

Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.

Consumer Durables

SECTOR | 16 Jan 2026

Reliance Consumer Q3 gross revenue crosses 5,000 crore with 1.6x growth

Business Standard

Reliance Consumer Products Ltd (RCPL), the FMCG arm of Reliance Industries Ltd, crossed a revenue of Rs 5,000 crore during the December quarter. RCPL, which was demerged from Reliance Retail and made a direct subsidiary from December 1, 2025, is one of the fastest growing companies in the FMCG space. During the December quarter, its overall gross revenue was at Rs 5,065 crore, up 60 per cent year-on-year, Reliance Industries said in an earning statement. Reliance is expanding RCPL and has "acquired majority stake in Udhaiyams & global rights for Toni & Guy, Matey, Brylcreem, and Badedas", to expand its play. Moreover, RCPL's YTD Gross Revenue for FY26 has crossed Rs 15,000 crore, which is 1.8 times higher from the corresponding period of the last fiscal year. It has now "four Rs 1,000 crore-plus brands by Q3", which includes its beverage brand Campa, grocery brand Independence and Good Life. "Campa continues to maintain a double-digit share in key markets, while continually ..

Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.

Consumer Durables

SECTOR | 16 Jan 2026

Sandip Agarwal on IT sector: Improved margins, but growth expectations need a reset

Economic Times

Indian IT stocks saw a boost after a large-cap firm upgraded its FY26 revenue guidance. However, experts remain cautious, viewing the sector as mature with limited high-growth potential. While some see IT as a quasi-cash substitute for expensive sectors like FMCG, valuations are considered stretched.

Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.

Consumer Durables

SECTOR | 14 Jan 2026

FMCG brand Mitra merges with Tierra Agrotech in 787 crore deal ahead of IPO

Business Line

Merger brings together Mitra's retail distribution network with Tierra's agri-infrastructure capabilities

Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.

IT, FMCG and power sectors saw highest FPI outflows in 2025, shows data

Business Standard | 13 Jan 2026

Consumer Durables

SECTOR | 14 Jan 2026

Nestle India up 10% in 5 weeks; how much more can this FMCG stock gain?

Business Standard

Analysts at Choice Equity Broking expect the stock to rally past 1,500-mark on the upside, indicating a potential upside of over 14 per cent from current levels.

Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.

Consumer Durables

SECTOR | 12 Jan 2026

FMCG sector value growth at 6.9 per cent in December, led by rural markets: Bizom

Business Line

The sector's value growth in rural region stood at 8 per cent while urban FMCG value growth stood at 5.1 per cent

Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.

Consumer Durables

SECTOR | 12 Jan 2026

DMart Share Price At One-Month High As Q3 Earnings Deliver Surprise Beat

NDTV Profit

However, Goldman Sachs flagged the margin spike as largely one-off, attributing it to trade discounts from FMCG companies clearing pre-GST channel inventory.

Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.

Avenue Supermarts Q3 Review: DMart Rides Margin Tailwind, But Competitive Pressures Remain High

NDTV Profit | 12 Jan 2026

Consumer Durables

SECTOR | 11 Jan 2026

FMCG players witness strong Q3 recovery on demand surge, margin expansion

Business Standard

Driven by GST reforms, robust festive demand, and softening raw material prices, the FMCG industry expects volume-based growth, supported by a mid-single digit revenue rise and improved operating margins in the December quarter. After settling down of GST-led disruptions, where distributors and retailers focused on liquidating the existing higher-priced inventory in the channel, the FMCG companies have witnessed signs of recovery, major listed firms informed exchanges in their recent updates on the December quarter. Moreover, post-trade stabilisation, consumer sentiment improved in urban and rural areas. However, in continuation with the previous trend, rural demand continued to outperform urban demand this quarter as well, FMCG companies like Dabur, Marico, and Godrej Consumer Products Ltd (GCPL) said. The FMCG industry, which was facing slow consumption, now expects a sustained recovery in demand and improvement in revenue trajectory in the coming quarters. Besides, in terms of .

Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.

FMCG players witness strong Q3 recovery on demand surge, margin expansion

Business Line | 11 Jan 2026

Consumer Durables

SECTOR | 09 Jan 2026

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.

Deven Choksey released a Sector Update report for Consumer Durables on 07 Jan, 2026.

Consumer Durables

SECTOR | 08 Jan 2026

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

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