Motilal Oswal Securities has reaffirmed optimism on India’s consumer sector after a steady first quarter. Its top bets are Hindustan Unilever, Godrej Consumer, Marico, Page Industries, Titan, P N Gadgil, and Restaurant Brands Asia.
Agencies
The brokerage expects a broad-based recovery in FY26, driven by easing inflation, potential rate cuts, tax benefits, and a strong festive season demand pipeline. Jewellery and liquor companies have sustained their outperformance, while discretionary consumption showed early signs of revival, it said.
Agencies
Agencies
