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Deutsche sees attractive entry point in Consumer Staples, Real Estate By Investing.com - Investing.com India
Deutsche sees attractive entry point in Consumer Staples, Real Estate By Investing.comInvesting.com India
Chola Securities’ Dharmesh Kant bets on banks, power; cautions on consumer valuations
Dharmesh Kant, Head Research at Chola Securities, says India's growth outlook remains strong, driven by robust demand, infrastructure execution and healthy credit growth. He remains positive on power equipment after further correction, prefers select private and PSU banks, sees value in pharma and hospitals, and is constructive on Mumbai-focused real estate. However, he advises caution on richly valued consumer stocks despite improving business fundamentals.
Dabur, Godrej say demand holds firm despite cost pressures
Indian consumer goods giants Dabur and Godrej Consumer Products reported resilient demand in early fiscal 2027, defying geopolitical worries and rising costs. Despite input price pressures, both companies anticipate strong revenue and profit growth, with Godrej expecting high-teens revenue expansion. International markets are also showing promise, particularly in the Middle East, though El Niño's impact on rural demand remains a concern.
Mother Sparsh sees up to 40% growth as baby-care boom defies consumer slowdown
Mother Sparsh anticipates a robust 30-40% revenue surge this year, defying broader consumption slowdowns. Indian parents are prioritizing their babies' health and well-being, investing in premium, 'no nasties' products. Leveraging ITC's extensive distribution, the brand aims to expand its reach beyond online channels into smaller cities, tapping into a growing demand for trusted, scientifically-backed baby care solutions.
Elara Securities turns bullish on banks, power, IT after market correction
Bino Pathiparampil, Head of Research, Elara Securities (India), says Indian markets are nearing a medium-term bottom after a prolonged correction and is turning constructive on banks, power, select new-age companies, IT and real estate. While pharma remains a defensive bet, he expects margin pressure to limit near-term outperformance. He also believes IT stocks are gradually pricing in AI-led headwinds, making it a good time to start accumulating quality names.
Godrej Consumer expands pet care brand across south India, targets Rs 500 crore biz in three years
Godrej Consumer Products is aggressively expanding its pet food brand, Ninja, aiming for a Rs 500 crore valuation within three years. After a successful pilot in Tamil Nadu, the brand is launching in Andhra Pradesh, Telangana, and Karnataka, with pan-India plans by FY28.
IME Capital's Ashi Anand bets on AI-linked capital goods firms, exits IT and real estate
Ashi Anand, Founder and CEO of IME Capital, said his firm has allocated around 10% of its portfolio to companies connected to global power equipment and infrastructure supply chains serving major international manufacturers. He is also building exposure to the GLP-1 and consumer themes. Anand remains cautious on markets due to geopolitical risks, warning that prolonged disruption around the Strait of Hormuz could push oil prices higher and weigh on India's inflation and trade balance. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Consumer goods companies chart new manufacturing and sourcing course as West Asia crisis hits supply chain
Indian consumer goods firms like Dabur, Britannia, Tata Consumer Products, and Emami are rerouting manufacturing and sourcing away from West Asia due to the Iran conflict and Strait of Hormuz disruptions. Companies are shifting production to India, Egypt, and Turkey, and exploring new export routes to mitigate business impacts and ensure supply chain stability.
Digital payments, mobile economy have significant room for expansion; no slowdown in transaction growth: Paytm CEO
India's digital economy is set for major growth. Technological innovation and increasing consumer trust will drive expansion. Artificial intelligence will accelerate this progress. Digital payments and mobile transactions are expected to see a significant increase. Indian consumers are rewarding strong products and innovation. The nation's economy remains resilient due to domestic consumption.
All Kwality Wall's items to be milk-based next year, says CEO Peter ter Kulve
Magnum Ice Cream is transforming its Kwality Wall's business in India. The company is moving from vegetable fat frozen desserts to dairy ice cream. This shift aims to meet Indian consumer demand for better quality and nutritious milk-based products. Magnum is also investing in factories, cold chain infrastructure, and adjusting prices.
Quantum AMC’s Christy Mathai sees private banks, insurance as long-term bets amid earnings risks
Christy Mathai, Fund Manager-Equity at Quantum AMC, believes elevated crude and input costs could lead to earnings downgrades across sectors over the next year, especially in consumer discretionary. Despite near-term uncertainty, he remains constructive on private banks, life insurance and select real estate plays from a longer-term perspective. Mathai also said valuations in power and data centre-related themes remain expensive despite strong structural growth opportunities.
Nifty to hit 42,000 by 2028? New paper that studied market cycles says it's possible if these factors align
A CNI InfoXchange study projects the Nifty could surpass 42,000 by 2028 if sustained foreign investor inflows return. The report highlights stronger domestic liquidity, resilient equity markets, robust GDP growth prospects, rising retail participation, and India’s increasing weight in global emerging market indices.