The Indian Fast-Moving Consumer Goods (FMCG) sector is showing a significant recovery, with the consumer staples coverage universe of Centrum Broking reporting a sharp sequential pick-up in top-line growth from 2% year-on-year in Q2 to 7.5% in Q3. This growth was largely driven by a volume i
The export competitiveness of the domestic chemical industry has been improved as India-USA and India-EU Free Trade Agreements (FTAs) provides Indian chemical companies a level playing field with other developing nations and also offer benefits from duty differential with China, according to
Improving demand for commercial vehicles (CVs) and passenger vehicles (PVs), along with better fleet utilisation, supported growth in vehicle finance portfolios of auto-focused non-banking financial companies (NBFCs) in Q3FY26, and this momentum is likely to continue into the fourth quarter,
Asset under management (AUM) growth for non-banking financial companies (NBFCs) is expected to remain resilient in the third quarter of FY26, led primarily by strong performance in the auto finance segment, while affordable housing finance may see relatively weaker disbursement trends, highl
Centrum estimates FMCG to post 6.6% year-on-year revenue growth in Q3FY26, driven by nearly 4% volume growth. Gross margins are projected to expand by 17 basis points year-on-year to 52.2%, while EBITDA margins may improve by 35 basis points to 26%.
The auto component sector is expected to benefit from a strong order pipeline and a recovery in demand across passenger vehicles (PV), two-wheelers (2W) and three-wheelers (3W) following the recent GST cut, highlighted a report by Centrum.
India's sugar sector has begun the new sugar season (SSY26) on a strong footing, with industry data pointing to a sharp year-on-year improvement in production, even as structural challenges persist in the ethanol segment, according to a report by Centrum Institutional Research.
Revenue growth of Indian IT services companies is expected to remain muted in the third quarter of the current financial year 2026, even as operating performance stays resilient, according to a report by Centrum.
The Securities and Exchange Board of India's (SEBI) decision on Wednesday to overhaul mutual fund expense regulations is expected to enhance long-term investor outcomes, even as it creates near-term pressure on asset management companies (AMCs), according to a research analysis by Centrum.
India's telecom operators delivered an inline performance in the September quarter of FY26, with rising average revenue per user (ARPU) continuing to act as the biggest driver of sectoral momentum, according to a review of Q2FY26 results by Centrum.
India's consumer electrical and durables sector witnessed weaker-than-expected demand in the second quarter of FY26 despite the benefits of GST reduction, according to a report by Centrum.
The Auto NBFC space witnessed a gradual improvement in disbursement momentum in the second quarter of FY26 after a relatively soft first quarter, according to a report by Centrum.