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India's growth riding on copper, govt should help boost capacity, industry body says
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ET Markets - Industry 1d ago

India's growth riding on copper, govt should help boost capacity, industry body says

India's infrastructure boom fuels copper demand growth significantly higher than GDP. Copper demand is projected to rise nine to ten percent annually. This surge is driven by infrastructure, clean energy, and consumer electronics needs. India has become a net importer of copper after a smelter closure. New capacities are emerging, but a deficit is still expected.

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NEWS
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Business Standard - Markets 2d ago

Market trade higher; consumer durables shares climb

Investors are also closely tracking the first-quarter earnings season, with the focus on TCS' Q1 FY27 results due later in the day. Market participants will watch the IT major's management commentary for cues on discretionary technology spending by global clients and the demand outlook for the sector.

CONSUMERFOCUSGLOBALTCSConsumer DurablesConsumer Services
Honasa Consumer shares fall despite projecting 'mid-twenties' growth for Q1
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CNBC TV18 - Markets 2d ago

Honasa Consumer shares fall despite projecting 'mid-twenties' growth for Q1

Honasa Consumer said it opened the financial year 2027 on a solid footing and it is expected to deliver a strong performance in the first quarter. Its business is expected to deliver growth around thirties in the quarter under review, led by continuous growth momentum across its focus categories.

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18 Consumer Stocks In Focus Ahead Of Q1 Results; Four Get 'Buy' Ratings, ITC Get 'Reduce' — Full List Inside
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NDTV Profit 2d ago

18 Consumer Stocks In Focus Ahead Of Q1 Results; Four Get 'Buy' Ratings, ITC Get 'Reduce' — Full List Inside

PL Capital continues to prefer Titan Company and Britannia Industries among its top investment ideas in consumer space.

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NEWS
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Business Standard - Markets 3d ago

Crompton Greaves Consumer bags Rs 65-cr order from MSEDCL for solar water pumping systems

Crompton Greaves Consumer Electricals said that it has received an order worth Rs 64.99 crore from Maharashtra State Electricity Distribution Company (MSEDCL) for the supply and installation of solar photovoltaic water pumping systems.

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Crompton Greaves Consumer bags additional MSEDCL solar water pumping order worth ₹65 crore
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CNBC TV18 - Markets 3d ago

Crompton Greaves Consumer bags additional MSEDCL solar water pumping order worth ₹65 crore

Shares of Crompton Greaves Consumer Electricals Ltd ended at ₹259.25, down by ₹9.20, or 3.43%, on the BSE.

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LG Electronics remains top pick; Amber's Oppo JV to drive growth from FY28: PL Capital
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CNBC TV18 - Markets 3d ago

LG Electronics remains top pick; Amber's Oppo JV to drive growth from FY28: PL Capital

Praveen Sahay, Lead Research Analyst Consumer Durables, Building Materials & EMS, PL Capital Group, expects LG India to sustain revenue and EBITDA expansion over the coming quarters, while Amber Enterprises could see higher contributions from electronics manufacturing and mobile production beginning FY28. Dixon Technologies may benefit from a potential Vivo joint venture, although margin pressure is likely to persist due to raw material costs and lower PLI benefits.

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Titan Gets Target Price Hike; ICICI Securities Retains 'Buy' On Kalyan Jewellers After Strong Q1 Update — Check Target Prices
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NDTV Profit 3d ago

Titan Gets Target Price Hike; ICICI Securities Retains 'Buy' On Kalyan Jewellers After Strong Q1 Update — Check Target Prices

Despite the entire 28-day Adhik Maas period falling in the quarter, both players delivered strong growth, supported by resilient consumer demand amidst relatively stable gold prices.

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Consumer loans hit a record in Q1 amid steep rise in electronic goods prices
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ET Markets - Industry 3d ago

Consumer loans hit a record in Q1 amid steep rise in electronic goods prices

Consumer financing reached new highs in the June quarter. This surge was fueled by greater financing of electronics and rising prices. Banks and NBFCs saw significant growth in consumer durable loans. Financing now accounts for a larger share of smartphone sales. Extended financing tenures help keep monthly installments affordable for consumers.

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Tata Group stock shines after strong business update, upbeat analyst commentary
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CNBC TV18 - Markets 4d ago

Tata Group stock shines after strong business update, upbeat analyst commentary

HSBC believes regulatory uncertainties are easing and continues to view Titan as its preferred pick in the consumer discretionary space. The brokerage has also marginally raised its earnings estimates.

CONSUMERTATACONSUMTATATECHTITANConsumer DurablesFast Moving Consumer Goods
Titan share price hits new high; global brokerages give 'buy' tag to Rekha Jhunjhunwala portfolio stock post Q1 update
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LiveMint - Markets 4d ago

Titan share price hits new high; global brokerages give 'buy' tag to Rekha Jhunjhunwala portfolio stock post Q1 update

Titan reported a 41% YoY increase in consumer business growth for Q1 FY27, driven by strong demand across various segments. Brokerages remain positive, with CLSA and HSBC reiterating 'Buy' ratings and raising EPS estimates amid the company's expanding retail presence.

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NEWS
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Business Standard - Markets 4d ago

Titan Company gains after Q1 consumer business grows 41%, adds 77 stores

Titan Company rose 2.60% to Rs 4,600.80 after the company reported a 41% year-on-year (YoY) growth in its consumer businesses for the quarter ended 30 June 2026 (Q1 FY27).

CONSUMERMOGSECTITANConsumer DurablesFinancial Services
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