Sector Consumer Durables - Latest news, views and updates

Consumer Durables

Sector

Watch

Consumer Durables

SECTOR | 24 Nov 2025, 01:36PM

New labour laws may put India on a pro-business growth path: Karthikraj Lakshmanan

Economic Times

New labour reforms are reshaping India's economic outlook. Manufacturing is seen as a key growth area, benefiting sectors like pharma and autos. Global markets, especially the US, present risks, but emerging markets, including India, offer better entry points. Investors are advised to be selective, focusing on fundamentals and avoiding overvalued sectors like FMCG and power utilities.

Axis Direct released a Sector Update report for Consumer Durables on 21 Nov, 2025.

Consumer Durables

SECTOR | 24 Nov 2025, 01:25PM

IT valuations back to Pre-Covid levels, long-term case strengthens: Karthikraj Lakshmanan

Economic Times

Attractive valuations in the IT sector are drawing investor attention despite patchy short-term fundamentals, with outsourcing opportunities remaining intact. Consumer durables and retail stocks show continued potential driven by urbanization and a growing middle class. Private banks are also appealing due to attractive valuations and stable asset quality, with earnings expected to recover.

Axis Direct released a Sector Update report for Consumer Durables on 21 Nov, 2025.

Consumer Durables

SECTOR | 21 Nov 2025

Top Conviction Ideas - FMCG

Consumer Durables

Axis Direct

Top Conviction Ideas - FMCG

Axis Direct released a Sector Update report for Consumer Durables on 21 Nov, 2025.

Consumer Durables

SECTOR | 20 Nov 2025

How Nestl planned to capture rural markets

Business Line

The FMCG major introduced several affordable products specific to rural India to gain acceptability while also stepping up distribution to ensure product availability

Axis Direct released a Sector Update report for Consumer Durables on 21 Nov, 2025.

Consumer Durables

SECTOR | 19 Nov 2025

FMCG, IT and largecaps offer value amid market volatility: Parag Thakkar

Economic Times

Parag Thakkar sees opportunities in select large companies and FMCG stocks for patient investors. He is constructive on Hindustan Unilever's future performance, expecting a turnaround from November. Thakkar also views Dabur as an interesting contra bet due to predicted intense winter. He remains cautious on Tata Motors' JLR business but is optimistic about the paints sector's recovery.

Axis Direct released a Sector Update report for Consumer Durables on 21 Nov, 2025.

Consumer Durables

SECTOR | 18 Nov 2025

Urban FMCG demand witnessing signs of recovery

Business Line

Rural demand continues to outpace urban consumption for the seventh quarter in a row

Axis Direct released a Sector Update report for Consumer Durables on 21 Nov, 2025.

FMCG sales see slow growth to 5.4% in Q2 amid GST rejig: NielsenIQ

Business Standard | 18 Nov 2025

Consumer Durables

SECTOR | 17 Nov 2025

FMCG growth at 12.9%, rural markets continue to outpace urban

Business Line

The overall FMCG growth in the September quarter was marginally lower than the June quarter (13.9% value growth) due to the impact of the GST transition

Axis Direct released a Sector Update report for Consumer Durables on 21 Nov, 2025.

Consumer Durables

SECTOR | 16 Nov 2025

Commodities spur India Inc's Sep qtr showing; other key sectors struggle

Business Standard

Other key sectors such as IT Services, FMCG, Banking and Power however continue to struggle with low single digit growth in revenues and earnings

Axis Direct released a Sector Update report for Consumer Durables on 21 Nov, 2025.

Consumer Durables

SECTOR | 15 Nov 2025

Q2 earnings show macro measures paying off

Business Line

Refineries, auto, cement sectors lead as FMCG and IT drag the pack

Axis Direct released a Sector Update report for Consumer Durables on 21 Nov, 2025.

Consumer Durables

SECTOR | 15 Nov 2025

Asian Paints, Adani Enterprises among 48 firms set to reach record dates for dividends, bonuses, rights issue next week

Economic Times

A packed week of corporate actions from November 1721 brings multiple interim dividends, rights issues and bonus issues across FMCG, infra, finance, metals and manufacturing. Investors must hold shares one day before the ex-date under the T+1 cycle.

Axis Direct released a Sector Update report for Consumer Durables on 21 Nov, 2025.