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...
441 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...
439 Views
Thematic Report on GST 2.0 Regime: Who Gains, Who Loses as India Bets on Demand Revival.
India's GST 2.0 reform cuts tax rates on essentials, durables, autos, and healthcare, potentially boosting consumption but risking fiscal deficits.
523 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...
559 Views
Thematic Report on the Coffee Price Rollercoaster: Implications for India’s FMCG & Processing Sector
Coffee prices have dropped 25% since last 3 months, impacting Indian processors and FMCG giants. Stabilizing prices crucial for profitability and...
585 Views