India's automobile industry is expected to witness sustained momentum in 2026, with Axis Securities maintaining an optimistic outlook across two-wheelers (2W), three-wheelers (3W), passenger vehicles (PV), commercial vehicles (CV) and tractors, supported by demand recovery and policy-led tai
Broader consumption demand in India may take one more quarter to recover fully, even as some sequential improvement is expected in high-frequency economic indicators, according to a report by Axis Securities.
As the earnings season for the second quarter of the current financial year is set to begin, banks are expected to report another soft performance, according to a report by Axis Securities.
India's automobile sector displayed a patchy performance in the first quarter of FY26, with two-wheelers and tractors driving growth while passenger and commercial vehicles remained largely subdued, according to a report by Axis Securities.
The growth in road project awards by the National Highways Authority of India (NHAI) could reach 9-11 per cent in FY26, according to a report by Axis Securities.
The robust demand for real estate, which gains support from the government's major housing initiatives such as the Pradhan Mantri Awas Yojana (PMAY), will sustain the momentum in cement demand, said a report by Axis Securities.
The domestic automobile industry is expected to continue witnessing strong export growth across two-wheelers (2W), commercial vehicles (CV), and passenger vehicles (PV), while domestic sales are likely to remain show a mixed bag, according to a report by Axis Securities.
Fast-moving consumer goods (FMCG) companies reported a muted performance in the fourth quarter of FY25 due to continued weakness in the urban market, according to a report by Axis Securities.
The worst is over for India's microfinance sector, with stress levels posed to ease over the next two quarters, said Axis Securities in its latest report.
FMCG companies are currently navigating a tough business environment. They are dealing with rising competition from smaller regional brands and new-age direct-to-consumer (D2C) companies, according to a report by Axis Securities.
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