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Consumer Durables

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Consumer Durables

SECTOR | 29 Nov 2025

Consumer demand strengthens ahead of festive & wedding season; Titan & HUL top buy: Siddhartha Khemka

Economic Times

Consumer demand is strengthening ahead of the festive and wedding season, with improving trends across jewellery, liquor, paints, and select FMCG categories. Titan and Hindustan Unilever remain top picks as brand momentum, premiumisation, and recovering rural sentiment drive growth. Analysts expect a stronger second half as consumption normalises and margins stabilise.

Consumer Durables

SECTOR | 28 Nov 2025

FMCG, Auto And Financials Lead Harsha Upadhyaya's Top Picks As Market Sentiment Turns Bullish

NDTV Profit

On valuations, Upadhyaya believes large caps are far better placed than small caps.

Consumer Durables

SECTOR | 27 Nov 2025

Emami shares up 5%; brokerages turn bullish on FY26 outlook: Check details

Business Standard

Domestic brokerage Nuvama Institutional Equities expects the FMCG major Emami to witness a double-digit revenue growth in H2FY26

Consumer Durables

SECTOR | 25 Nov 2025

Eureka Forbes Gets HDFC Securities 'Buy' On Coverage Initiation; Stock Remains Top Pick In Consumer Durables

NDTV Profit

The brokerage remains positive on Eureka's growth prospects, owing to its high brand equity, capable management team, and asset-light business model.

Consumer Durables

SECTOR | 24 Nov 2025

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.

Consumer Durables

SECTOR | 24 Nov 2025

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.

Consumer Durables

SECTOR | 21 Nov 2025

Top Conviction Ideas - FMCG

Consumer Durables

Axis Direct

Top Conviction Ideas - FMCG

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

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.

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

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

Business Standard | 18 Nov 2025