Sector Consumer Durables - Latest news, views and updates

Amnish Aggarwal sees boost for hospital margins amid policy changes

SECTOR | 06 Oct 2025

Economic Times

Healthcare stocks anticipate improved margins and steady growth following policy changes, with Apollo and Fortis noted as attractive. Marico demonstrates stable FMCG performance despite profitability pressures from rising copra prices and GST. Conversely, Avenue Supermarts faced growth headwinds, while large primary issuances may temporarily impact secondary market liquidity.

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

M-cap share of defensives hits lowest level since 2011: ICICI Securities

SECTOR | 04 Oct 2025

Economic Times

ICICI Securities reports that defensive sectors like FMCG, IT, and healthcare have seen their market-cap share drop to a 20% low since 2011, from 30% in 2020. Their profit pool share also plummeted to 16%, while valuations remain high at 32 times P/E. Meanwhile, cyclicals' P/B ratios have surged significantly from 2020 bottoms.

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

Marico Q2 Business Update: FMCG Major Sees 30% Revenue Growth On Pricing Interventions

SECTOR | 03 Oct 2025, 05:54PM

NDTV Profit

International business has sustained a robust momentum, with constant currency growth touching the "twenties", Marico said.

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

SECTOR | 03 Oct 2025, 12:00AM

Consumer Durables Jul-Sep'25 Earnings Preview Healthy W&C momentum,...

by Prabhudas Lilladhar

Prabhudas Lilladhar

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

Alert

Small businesses use AI, innovative methods to push sales this festival season

SECTOR | 02 Oct 2025, 03:22PM

Business Line

Partnering with bike riders to deliver Fast Moving Consumer Goods (FMCG), gifts to using Artificial intelligence in real time, small businesses are taking recourse to various methods to improve product sales

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

FMCG sales to be hit in September quarter due to low demand, GST 2.0

SECTOR | 29 Sep 2025

Business Line

Low demand and GST 2.0 impact FMCG sales, leading to subdued performance in September quarter for companies like HUL

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

FMCG firms see muted Q2 sales as distributors await GST-linked MRP cuts

Business Standard | 29 Sep 2025 4 more

Cupid sees strong growth with new plant going on stream in H2

Business Line | 29 Sep 2025

Elitecon International to Raise 300 Crore via QIP to Fuel FMCG Expansion Through Strategic Acquisitions

Business Standard | 29 Sep 2025

Market correction opens opportunities in domestic sectors: Pankaj Pandey

Economic Times | 29 Sep 2025

Shares Of Ganesh Consumer Products To List At A Discounted Price? Check Latest GMP Ahead Of Market Debut

NDTV Profit | 29 Sep 2025

Consumer durables see festive surge on pent-up demand, GST cut

SECTOR | 29 Sep 2025

Business Line

Consumer durables and electronics sales surge during Navratri due to pent-up demand and GST rate cuts, with online sales leading.

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

Premiumization and rural demand to drive structural shift in FMCG: Abneesh Roy

SECTOR | 29 Sep 2025

Economic Times

The Indian FMCG sector anticipates a gradual recovery, with initial volume growth moderated by GST rationalization as consumers await lower prices. Impulse categories like biscuits and snacks are poised for an early boost from November due to reduced unit taxes.

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

Quick commerce order volumes soar 85% in festive week: Unicommerce

SECTOR | 29 Sep 2025

Business Standard

Unicommerce analysis shows quick commerce outpacing e-commerce in festive week order volumes, led by FMCG, beauty, wellness, electronics and strong Tier-II, Tier-III city demand

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

Experts flag tax credit blockage for FMCG distributors despite GST relief

SECTOR | 28 Sep 2025

Business Standard

The industry may push for a new refund mechanism, but this would be difficult for the government to allow, given the high risk of misuse