Axis Top Picks - April 2026
Indian equities witnessed a sharp correction in March 2026, with the Nifty declining more than 11% and broader markets underperforming...
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Top Conviction Ideas - “FMCG”
Early signs of revival in consumption sentiment: Most staple companies under coverage have highlighted an initial recovery across both urban and...
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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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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...
439 Views
Consumer (3QFY25 Results Preview): Challenges Persist
We expect our consumer coverage to report a high-single-digit revenue growth of 9% YoY, mainly driven by price hikes. At an aggregate level, we...
656 Views