Consumption-related stocks in India: With the Reserve Bank of India (RBI) delivering a double booster for liquidity – interest rate and CRR (cash reserve ratio) cut – in its review of the monetary policy last week, analysts expect India’s consumer demand to witness a "gradual" recovery in the coming months.
Related stocks, they said, could witness a meaningful rally in the second half of the financial year 2025-26 (H2FY26) and the index reverse its underperformance, driven by improved earnings, curtailed inflation, and supportive valuations.
Thus far in calendar year 2025 (till June 10), the Nifty Consumption index has

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