Motilal Oswal consumption tracker consists of various categories from the staple and discretionary baskets. The index comprises a diverse range of categories, from essentials such as oral care, hair care, personal care, and home care, to discretionary items such as F&B, OTC FMCG, cigarettes, footwear, paints, QSR, dairy, liquor, jewelry and innerwear.
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Motilal Oswal Report
With sustained improvements in macros and government initiatives to revive demand, we expect a broad-based demand recovery in FY26. Early signs of demand improvement in Q1 have increased our confidence in growth recovery for FY26.
We expect both staples and discretionary categories to perform well, particularly where mid-mass income households have higher sensitivity to growth.
Our top picks are HUL, Godrej Consumer Products, Marico, Page Industries, Titan, PN Gadgil, and Restaurant Brands Asia.
Outliers and underperformers in Q1 FY26:
Among our coverage companies, Emami, P&G, Pidilite Indsutries, Radico Khaitan, Titan, PN Gadgil, and Kalyan Jewelers were the outliers in Q1 FY26, whereas Colgate, Nestle, Indigo Paints, United Breweries, Barbeque Nation, and Devyani International underperformed.
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