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Consumer sector beats expectations but faces commodity crunch from Q2, warns BofA Securities
India's consumer and retail sector saw a strong first half of FY26. GST cuts and a favorable base effect boosted consumption. However, rising input costs from West Asia and monsoon uncertainty now pose risks. The second quarter of FY26 is a critical point as low-cost inventory depletes. Rural demand sentiment is also under pressure.
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thehindubusinessline.com
India Inc's Q4 FY26 earnings were decent but Q1 FY27 could be bumpy: Kotak
Brokerage flags pressure on consumption sectors from elevated oil prices, sees strong profit recovery from FY27
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economictimes.indiatimes.com
Consumer sector beats expectations but faces commodity crunch from Q2, warns BofA Securities
India's consumer and retail sector saw a strong first half of FY26. GST cuts and a favorable base effect boosted consumption. However, rising input costs from West Asia and…