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...
405 Views
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...
446 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
Top Conviction Ideas - “FMCG”
Staples delivered modest single-digit topline growth in Q1FY26, driven by price hikes and improving urban sentiment amid easing inflation,
235 Views
Top Conviction Ideas - “FMCG” - June 2025
Topline growth remains muted: Staple companies reported muted topline growth, with low single-digit volume growth, primarily due to weak urban...
286 Views