While the taxation environment for the tobacco sector presents near-term challenges, ITC aims to maintain its market standing through an integrated seed-to-smoke value chain and premium offerings.
Analysts see the sharp correction in stock prices and dislocation in parts of the market as an opportunity for investors to review their portfolios and make appropriate changes.
Based on channel checks, Elara Capital analysts said the QSR universe is seeing soft demand trends in the current quarter, even after recent GST rate cuts.
Voltas management has indicated that Q3FY26 trends are in line with internal expectations, with most sales still driven by products under the old energy rating table.
Heavy rains in Q2FY26 adversely affected seasonal categories such as carbonated drinks, ready-to-drink juices, beer, ice creams, and hair/skin summer care products.
The auto industry is among the biggest beneficiaries of the GST rate cut. With companies swiftly passing on the tax savings, vehicles across segments have become more affordable
Among the key themes identified in the report is the growing importance of rural markets. Nuvama expects companies with a stronger rural exposure to outpace urban-focused peers in the next 2 quarters
The British Retail Consortium said spending in shops increased by 0.6 per cent in annual terms in October, below September's 2.0 per cent growth and the weakest rise since July
Mrs. Bectors Food on Tuesday, September 10, informed that the company has allotted 2.58 million equity shares to eligible qualified institutional buyers (QIBs) at a price of Rs 1,550 per share.
The rural markets have outpaced urban demand, registering a 7.6 per cent increase compared to a 5.7 percent rise in urban areas, in the March quarter of FY24
Moreover, Amber Enterprises, Avenue Supermarts (DMart), Info Edge (India), Jubilant FoodWorks, and Relaxo Footwears also hit their respective new highs
