Sector Consumer Durables - Latest news, views and updates

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

SECTOR | 14 Jan 2026, 10:16AM

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

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

SECTOR | 14 Jan 2026, 09:55AM

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.

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

SECTOR | 12 Jan 2026

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.

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

SECTOR | 12 Jan 2026

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

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

SECTOR | 11 Jan 2026

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

Five Stocks To Buy: Eternal, Indus Towers, Natco Pharma, And More

SECTOR | 09 Jan 2026

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.

FMCG firms turn selective in D2C acquisitions as profitability, data drive deal strategy

SECTOR | 08 Jan 2026

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

Titan's stellar run continues, but valuations leave little room for error: Dipan Mehta

SECTOR | 07 Jan 2026

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.

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

Five Stocks To Buy: Divi's Labs, Aurobindo Pharma, Britannia And More

SECTOR | 07 Jan 2026

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.

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

SECTOR | 07 Jan 2026

Q3FY26E Consumer Sector Preview

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.