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%.
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Motilal Oswal Report
While the slowdown has continued across consumer segments, demand trends are expected to improve gradually, supported by a healthy monsoon outlook, income tax benefits, interest rate cuts, and a gradual improvement in the macro environment.
Our top picks are Marico, PN Gadgil, Radico Khaitan, and Restaurant Brands Asia.
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