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Morgan Stanley revises ratings and price targets of these three FMCG stocks; Details here
Nestle India is tracked by 40 analysts, of which only 13 have a "buy" rating, 10 have a "sell' rating, and 17 others have a "hold." On the flip side, majority of the analysts covering both Marico and Godrej Consumer, have a "buy" rating on the stock.
Watch | Buy the dip, says Emkay’s Manish Sonthalia; PSU banks, autos & metals in focus
Manish Sonthalia, CIO of Emkay Investment Managers, says geopolitical dips are buying opportunities, as markets typically recover within 6–9 months. He is deploying fresh flows into autos, financials, pharma, consumer durables, power transmission and select defence. He favours PSU banks over private lenders on valuations and sees AI driving demand for critical minerals, metals and energy. IT remains underweight while India could attract inflows as stability returns.
Titan Company shines, Britannia Industries steadies: consumer stocks back in play
India’s consumer sector showed gradual recovery in 3QFY26, with 17% revenue and 15% EBITDA growth aided by low base, stable input costs and improving sentiment. Food and staples led gains, while discretionary recovery remained uneven. Titan Company and Britannia Industries delivered strong quarterly performances.
Online betting ban and GST relief boost demand: Titan MD Ajoy Chawla
Titan MD Ajoy Chawla attributes bolstered consumer demand to the online betting ban, GST rationalization, income tax slab relaxation, and increased infrastructure investment. He noted that while gold buying volumes in terms of customers remain flat, grammage has seen a decline, mirroring industry trends.
Looking to take success from India to other emerging markets: Acerpure
Acerpure, a consumer electronics brand, is set to expand its presence in emerging markets like the Philippines, Vietnam, Thailand, and Indonesia. The company aims to double its sales and investment in India this year. Acerpure is also focusing on launching products tailored for the Indian market, emphasizing 'made in India' initiatives.
Coke, Mondelez see India as a top priority market
Global giants Coca-Cola and Mondelez have identified India as a key growth market, signaling significant investment and strategic focus. Coca-Cola plans to enhance technology and optimize equity, while Mondelez aims to expand its volume-led growth engine, leveraging its strong local presence and manufacturing capabilities. Both companies see immense potential in the Indian consumer landscape.
Morgan Stanley bullish on Reliance Industries, flags AI capex as next capital allocation pivot; sees 28% upside
Morgan Stanley said Reliance Industries' plan to invest Rs 10 lakh crore over seven years in AI, digital infrastructure and related energy supply marks the next major shift in capital allocation. The scale of the proposed investments mirrors that of its earlier telecom and consumer push.
Stocks to watch today: Coforge, L&T, M&M, KEC International, Ajanta Pharma in focus on May 6
Stocks in focus include Bajaj Auto, Brigade Enterprises, Blue Star, Godrej Consumer Products, Hexaware Technologies, Meesho, One 97 Communications, Shree Cement, Radico Khaitan, Raymond Lifestyle, Dhara Rail Projects, KRM Ayurveda, Macobs Technologies, Odyssey Technologies, Stylam Industries.
US Steps In to Escort Ships in Hormuz | Oil Near $108 | Kotak Bank Steady | Opening Bell
Markets kick off the week with global tensions in focus as US President Donald Trump announces “Project Freedom” to escort stranded vessels through the Strait of Hormuz. Iran calls the US response to its 14-point proposal unacceptable, keeping geopolitical risks elevated and pushing Brent crude near $108. US markets ended higher on Friday, with the Dow Jones Industrial Average, S&P 500, and NASDAQ Composite gaining up to 1.6%, supported by strong earnings from Exxon Mobil, Chevron, and Estée Lauder. Economic data remains mixed, with steady manufacturing activity and a rise in consumption. Back home, Kotak Mahindra Bank reports a stable quarter, while GIFT Nifty suggests a positive start for Indian markets. Investors also keep a close watch on state election results for further cues.
Taking Stock: Nifty above 23,600, Sensex gains 1,695 pts on Middle East peace hopes
Among the Nifty constituents, Shriram Finance, L&T, InterGlobe Aviation, Bajaj Finance and Titan Company emerged as the top gainers. On the other hand, Nestle India, ONGC, Tech Mahindra, Tata Consumer and SBI Life Insurance ended as the major laggards.
Crompton Greaves Consumer: Fanning out into new areas
Premium products, pricing discipline, and new category entry driving medium-term earnings visibility
Tata Consumer Products shares rise 7% to all-time high on upbeat revenue forecast
Brokerages remained positive on the Tata group FMCG firm's outlook, citing volume-led growth, improving distribution and expansion in emerging channels.