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    Retailing
    Sector
    Watch
    R
    Retailing
    SECTOR | 05 Apr 2026
    Amul brand turnover rises 11% to over 1 lakh cr in FY26 on better demand
    Business Line
    Gujarat Cooperative Milk Marketing Federation Ltd (GCMMF) said the total turnover of the Amul brand crossed the 1 lakh crore mark for the financial year 2025-26
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    Prabhudas Lilladhar released a Sector Update report for Retailing on 27 Mar, 2026.
    Amul turnover crosses 1 trillion mark on domestic, global growth
    Business Standard | 05 Apr 2026
    R
    Retailing
    SECTOR | 27 Mar 2026

    Retail Sector Update Demand mixed, risk reward favorable

    buy
    Retailing
    by Prabhudas Lilladhar
    Prabhudas Lilladhar
    QSR demand remains intact Westlife, RBA/JUBI all in positive SSG, world cup helps sustain demand. LPG disruptions are a near term challenge, most players have...
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    Alert  
    Prabhudas Lilladhar released a Sector Update report for Retailing on 27 Mar, 2026.
    R
    Retailing
    SECTOR | 23 Mar 2026
    West Asia war risks pushing up prices, says Coca-Cola bottler SLMG
    Business Standard
    West Asia conflict drives input costs, pressures India's soft drink market
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    Prabhudas Lilladhar released a Sector Update report for Retailing on 27 Mar, 2026.
    R
    Retailing
    SECTOR | 19 Mar 2026
    Iran war lifts bottled water prices in India, wipes out tax cut gains
    Business Standard
    Bisleri, Coca-Cola, Pepsi, billionaire Mukesh Ambani's Reliance and Tata all compete for a share of the $5 billion market
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    Prabhudas Lilladhar released a Sector Update report for Retailing on 27 Mar, 2026.
    R
    Retailing
    SECTOR | 12 Mar 2026
    Govt boosts gas allocation to 80% for GCMMF; keeps Amul products flowing
    Business Line
    Overall allocations to other industries in Gujarat have been cut to 50 per cent % of their average daily requirements, reflecting the broader strain on natural gas and LPG supply
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    Prabhudas Lilladhar released a Sector Update report for Retailing on 27 Mar, 2026.
    R
    Retailing
    SECTOR | 01 Mar 2026
    SLMG Beverages opens new plant in Bihar
    Business Line
    Leading Coca-Cola bottler in India invests 1,200 crore to set up its eighth plant
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    Prabhudas Lilladhar released a Sector Update report for Retailing on 27 Mar, 2026.
    SLMG Beverages opens new plant in Bihar
    Business Line | 01 Mar 2026 1 more
    SLMG Beverages inaugurates South Asia's largest Coca-Cola plant in Buxar
    Business Standard | 01 Mar 2026
    R
    Retailing
    SECTOR | 23 Feb 2026
    Bharat Taxi will not let drivers earn below base rate: Amit Shah
    Business Standard
    Union Cooperation Amit Shah on Monday said the newly launched cooperative cab service Bharat Taxi will guarantee a minimum base rate per kilometre for all drivers on its platform, asserting that existing ride-hailing aggregators had deliberately avoided setting such a floor to maximise corporate profits at the expense of workers. Addressing a town hall interaction with cab and auto drivers from Delhi-NCR and Gujarat, Shah said the cooperative ride-hailing platform would return 80 per cent of profits to drivers based on kilometres driven, with the remaining 20 per cent retained as cooperative capital. "I asked all three companies whether they had set a minimum base rate for their drivers. They said no," Shah told the gathering during the 40-minute interaction. "We will not do this. Whatever business you do, your minimum should be fixed. And whatever is more than that has to come back to you." AMUL MODEL --------------- Shah drew repeated parallels between Bharat Taxi and the Amul
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    Prabhudas Lilladhar released a Sector Update report for Retailing on 27 Mar, 2026.
    R
    Retailing
    SECTOR | 20 Feb 2026
    Coca-Cola India Brings Back Rimzim Jeera with a New Campaign that Refuses to be Subtle
    Business Line
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    Prabhudas Lilladhar released a Sector Update report for Retailing on 27 Mar, 2026.
    R
    Retailing
    SECTOR | 19 Feb 2026

    Top Conviction Ideas - Retail

    buy
    Retailing
    by Axis Direct
    Axis Direct
    Top Conviction Ideas - Retail
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    Alert  
    Prabhudas Lilladhar released a Sector Update report for Retailing on 27 Mar, 2026.
    R
    Retailing
    SECTOR | 16 Feb 2026
    Kwality Walls sees opportunity for double-digit growth after HUL demerger
    Kwality Walls sees opportunity for double-digit growth after HUL demerger
    Business Standard
    The company holds the number two spot in the ice cream market in India behind Amul and holds a 10 per cent market share in the category
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    Prabhudas Lilladhar released a Sector Update report for Retailing on 27 Mar, 2026.
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