The consumer staples companies in the country saw stable demand trends during the July to September quarter (2QFY26), though overall performance was affected by the GST transition and extended monsoon season, according to a report by Motilal Oswal Financial Services.
According to the report, the discretionary universe is expected to face a tailwind from new age businesses, which are expected to grow at a 49 per cent YoY rate, while a slow growth rate from paint companies can offer headwinds to this universe.
The prolonged phase of earnings downgrades in the Indian financial sector could come to an end by the first half of the financial year 2025-26 (1HFY26), says a report by Goldman Sachs.