Research ReportsMarico, PN Gadgil, Radico Khaitan, RBA— Motilal Oswal's Top Stock Picks In Consumer Sector; Q1 Results Preview
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Marico, PN Gadgil, Radico Khaitan, RBA— Motilal Oswal's Top Stock Picks In Consumer Sector; Q1 Results Preview
Among Motilal Oswal's coverage companies, Marico,
Jubilant FoodWorks, Page Industires, Kalyan Jewellers, and PNG are expected to be outliers in 1QFY26,
In Q1 FY26, demand trends across various categories continued to mirror recent historical quarters.
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In Motilal Oswal's consumer coverage universe, all segments are expected to deliver revenue/Ebitda growth YoY in Q1 FY26—staples +6%/+1%, paints and adhesives +3%/+2%, liquor +11%/+6%, innerwear +12%/+21%, QSR +11%/+10%, and jewelry +20%/+27%.