Top Conviction Ideas - “FMCG”
Temporary Logistic Disruptions due to GST 2.0 Reforms, Rural Stays Resilient: Most Staples delivered single-digit topline growth in Q2FY26, aided...
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Emmvee Photovoltaic Power IPO Trading - Lacklustre Demand
Emmvee Photovoltaic Power Ltd raised around US$327m in its India IPO. In this note, we will talk about the demand and the trading dynamics.
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Axis Diwali Muhurat Picks: SAMVAT 2082
Samvat 2081 was a challenging year for the Indian equity market, with the Indian market underperforming global and emerging markets for the first...
445 Views
Consumption Sector - GST 2.0: Powers the Next Leg of Growth and Reshapes the FMCG Landscape
The reform simplifies the existing four-tier structure (5%/12%/18%/28% + cess) into two slabs – 5% and 18% – with a 40% rate reserved for sin and...
370 Views
GST 2.0: Will India’s Biggest Tax Reset Spark a Consumption Boom or Drive Margin Expansion?
India's GST Council cuts rates on essentials, simplifies tax structure to boost household demand and GDP growth, benefiting FMCG companies and...
440 Views