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    C
    Consumer Durables
    SECTOR | 26 Aug 2025

    Consumer Sector Update Conditions ripe for a demand...

    buy
    Consumer Durables
    by Prabhudas Lilladhar
    Prabhudas Lilladhar
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    Alert  
    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 26 Aug 2025

    Steady 1Q solidifies optimism for FY26 recovery

    buy
    Consumer Durables
    by Motilal Oswal
    Motilal Oswal
    Our widespread consumer coverage universe, with a combined revenue of ~INR4,800b and a market cap of ~INR35,000b, registered aggregate revenue and EBITDA growth of 12%/5% in 1QFY26 and 8%/2% in FY25.
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 25 Aug 2025, 02:39PM
    Govt imposes 67,220/tonne minimum import price on multi-layer paper board
    Business Standard
    The government has imposed a minimum import price of Rs 67,220 per tonne on virgin multi-layer paper board till March 31, 2026, according to a notification. The product is used in the packaging of pharmaceuticals, FMCG products, food and beverages, electronics, high-end cosmetics, liquor, book covers, and publishing. "MIP (minimum import price) of Rs 67,220 per tonne on cost, insurance, and freight (CIF) value, is imposed for import of virgin multi-layer paper board...till March 31, 2026," the Directorate General of Foreign Trade (DGFT) has said in a notification. Below this MIP, imports would not be allowed. The imposition of the price will help contain the dumping of the product from countries like Indonesia. In July, the commerce ministry's arm DGTR (directorate general of trade remedies) has initiated an anti-dumping probe into the imports of these paperboards from Indonesia following a complaint by domestic players. The Indian Paper Manufacturer Association had filed the .
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 25 Aug 2025, 01:08PM
    Auto, IT, FMCG: 3 sectors showing short-term strength, says Axis Sec
    Business Standard
    Nearly 80 per cent of stocks from Nifty Auto, IT and FMCG indices are seen trading above the short-term moving average, indicating strength in the sector, says Axis Securities in a report.
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.
    Around 40% of all FMCG consumption in India to take place through online channels by 2030: RUBIX Report
    Business Line | 25 Aug 2025, 11:43AM
    C
    Consumer Durables
    SECTOR | 24 Aug 2025, 01:22PM
    Indian advertising sector may see short-term dip post real money gaming ban
    Business Standard
    Sports sponsorships and festive advertising spends may take a 500-600 crore hit in the short term, though other sectors like e-commerce and FMCG could fill gaps
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 22 Aug 2025
    FMCG distributors write to FM on supply chain issues due to GST slab change
    Business Standard
    Request for guidelines for smooth transition
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 21 Aug 2025
    Experimenting consumers channel growth for innovative launches: Report
    Business Standard
    Innovation and consumer experimentation are driving FMCG growth in India, with out-of-home demand, premiumisation, and new launches fuelling both urban and rural adoption
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.
    Parle, Britannia Remain India's Most-Favoured FMCG Brands, Says Worldpanel Report
    NDTV Profit | 21 Aug 2025
    C
    Consumer Durables
    SECTOR | 21 Aug 2025
    Stocks To Buy Systematix Recommends These Stocks In FMCG, Paint Sector; Asian Paints, Marico Among The List
    Stocks To Buy Systematix Recommends These Stocks In FMCG, Paint Sector; Asian Paints, Marico Among The List
    NDTV Profit
    FMCG, Paints Q1 Results Review: Systematix recommends 'Buy' call for Berger Paints, Godrej Consumer Products and 'Hold' Colgate, Dabur among others.
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 21 Aug 2025

    Top Conviction Ideas - FMCG

    buy
    Consumer Durables
    by Axis Direct
    Axis Direct
    Top Conviction Ideas - Varun Beverages; DOMS Industries
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    Alert  
    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 19 Aug 2025
    Motilal Oswal sector of the week: FMCG; check top stock picks, targets
    Business Standard
    With inflation easing, borrowing costs falling, and recent income tax relief bolstering household savings, a clearer turnaround is expected in the second half of the fiscal year
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.
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