Retail Sector: Q3FY25 Review
onsumer demand remains tepid: Discretionary demand remains subdued, with a more pronounced impact on QSR and footwear. However, value retailer V...
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Q3FY25 - Consolidated Earnings Preview
The Q3FY25 earnings season was marked by a) Festival demand, 2) Sequential improvement in government spending, 3) Moderation in Urban consumption
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New Year Picks 2025
At this juncture, we are delighted to unveil our New Year Picks for this year, curated to support and strengthen your investment journey in the...
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Top Conviction Ideas – “Retail”
Consumer demand remains tepid: The discretionary demand remains tepid with a greater impact seen on QSR, Footwear, and Apparel while the value...
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Q2FY25 Earnings Preview - FMCG & RETAIL
Revenue growth will primarily be driven by volume growth in the low to mid-single digits, led by improved rural sentiments. Rural growth is...
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