Consumer Stocks

Indian consumer firms to see Q3 margin spur as input costs soften: Nomura

Nomura sees GCPL, Tata Consumer, Marico, and Britannia as the key near-term winners of the commodity downcycle.

DMart to Swiggy: CLSA picks top stocks to ride India's consumption story

CLSA noted that India's largest consumption categories, those with market sizes above $1.5 billion, are concentrated in beauty and personal care products

Titan shares advance 4% as Q2 update surpasses expectations; time to buy?

Titan's consumer businesses grew about 20 per cent Y-o-Y in the September quarter, adding 55 stores to reach 3,377

GST revamp to drive macro tailwinds; Antique backs consumer discretionary

The GST 2.0 is expected to deliver a significant consumption boost of around ₹2.8 trillion, equivalent to 0.7 per cent of GDP, Antique Broking said

Motilal Oswal upgrades Colgate to 'Buy'; HUL, Marico top picks amid GST 2.0

Motilal Oswal continues to favour leading staples companies, including HUL, GCPL and Marico, as beneficiaries of renewed consumption momentum.

JM Financial downgrades defence, industrials; turns bullish on consumption

JM Financial also turned underweight on banks, NBFCs and insurance as disbursement growth is likely to remain weak in FY26

Sensex, Nifty trade flat as tariff updates keep D-street mood in check

From the Sensex pack, Hindustan Unilever (HUL), NTPC, Asian Paints and Reliance were among the top gainers.

Budget 2025: Sops could reverse underperformance in consumer stocks

The real estate indices were up 3-4% as gains on personal taxation front coupled with measures related to affordable housing, stuck projects and relaxations in TDS limits found favour with investors

Budget 2024: Tax breaks and rural triggers may keep consumer stocks in play

In addition to rural schemes, normal monsoons are expected to sustain the rally of consumer majors

High RM prices to dent HUL's Q3 margins, revenues may rise up to 14% YoY

Higher advertising spends coupled with inflationary pressures, analysts said, are likely to squeeze EBITDA margins up to 154 basis points (bps) YoY to 23.9 per cent in Q3FY23

Consumer momentum unlikely to derail as IT firms rationalise salary payouts

In the last six months, the Nifty Consumption index has rallied 12 per cent as compared to the 3 per cent surge in the Nifty50 index, data showed

Global shares waver as sentiment ebbs on rate fears, yields rise

NEW YORK (Reuters) - European stocks slid and U.S. shares wavered on Wednesday as the outlook for rate hikes sullied sentiment, while bond yields rose after euro zone gross domestic product beat expectations, adding to bets of a more hawkish European Central Bank.

Markets at inflexion point; analysts bullish on consumer, telecom, pharma

The recovery seen in the markets from their March 2020 lows has been quite sharp, with the S&P BSE Sensex and the Nifty50 indices gaining 27.61 per cent and 27.18 per cent, respectively since then

Banking with Google

Regulators need to be watchful about sensitive financial data

Consumer stocks extend rally on tax cut; HUL, Asian Paints hit new high

In the past two trading days, these stocks have rallied in the range of 10 to 18 per cent, as compared to a 9 per cent gain in the benchmark S&P BSE Sensex.

Analysts eye festive season for consumption revival; top stocks to buy

At the bourses, Pidilite, Asian Paints, Berger Paints, Nestle and Marico have gained up to 24 per cent on a year-to-date (YTD) basis. In comparison, the Nifty50 has added nearly 1.5 per cent.

Consumer, retail lenders make 93% of FY19 market capitalisation gains

Both sectors combined account for 35% of market cap, up from 12.2% in March 2008

Consumer stocks: Revival in rural economy to support earnings, valuation

Faster growth in rural business vis-a-vis urban, as seen in Q4, led by the revival in the rural economy, is a key reason

Hold consumption-related stocks for long term

Going ahead, analysts now expect earnings to become increasingly relevant given that the stocks have rallied on positive sentiment