External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

India Consumer discretionary / Thematic (Sector/Industry)

<ul><li>Price Hikes Drive Growth, Rural Stays Resilient: Staples delivered modest single-digit topline growth in Q1FY26, driven by price hikes and improving urban sentiment amid easing inflation, while rural demand remained more resilient.</li><li>Though, Q1 was impacted by unseasonal rains that hit peak summer demand particularly in beverages and glucose.</li><li>However, management commentary indicates a gradual volume recovery over the next 2–3 quarters, with a stronger rebound expected in H2FY26 on the back of easing inflation, potential rate cuts, and a healthy harvest season.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Price Hikes Drive Growth, Rural Stays Resilient: Staples delivered modest single-digit topline growth in Q1FY26, driven by price hikes and improving urban sentiment amid easing inflation, while rural demand remained more resilient.Though, Q1 was impacted by unseasonal rains that hit peak summer demand particularly in beverages and glucose.However, management commentary indicates a gradual volume recovery over the next 2–3 quarters, with a stronger rebound expected in H2FY26 on the back of easing inflation, potential rate cuts, and a healthy harvest season.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

トップ確信アイデア - 「FMCG」