RURAL DIGITAL CONSUMPTION
Loan growth, fall in provisions help SBI profits in Q2
State Bank of India reported a 14% year-on-year rise in Q2 FY27 net profit to Rs 23,038 crore, driven by 18% loan growth, higher net interest income, lower deposit costs and reduced loan loss provisions.
Reliance Industries eyes growth boost from O2C, retail and Jio businesses
Reliance Industries has reported a significant growth in revenue and profits for the September quarter. The oil-to-chemicals segment has led this growth while retail segment profitability faced pressures from digital commerce investments. Jio Platforms also reported double digit revenue and profit growth, aided by increased average revenue per user and subscriber additions. Rising inflation and a shift in festive demand to the December quarter may impact future retail earnings.
Diwali blues: 83 largecap stocks plunge up to 60% since Samvat 2082. Can bluechips light up D-Street in the new year?
Indian equities enter Samvat 2083 after a volatile year and a sharp market correction. While lower valuations have improved the risk-reward profile of several stocks, persistent FII outflows, elevated crude oil prices and global uncertainties remain key concerns. Strong domestic fundamentals and earnings growth could support markets, but returns will increasingly depend on stock selection, valuations and earnings delivery.
HUL shares rise 3% after Q2 results. Jefferies, Nomura cut target price but forecast 29% upside potential
Hindustan Unilever shares rose on Thursday after the FMCG major reported a 4% year-on-year increase in Q2 FY27 net profit to Rs 2,790 crore and 15% revenue growth to Rs 18,226 crore. Jefferies, Nomura and JM Financial cut their target prices but continue to see upside potential of up to 29%.
HUL sales rise 15% to hit 14-quarter high, but inflation clouds demand outlook
Hindustan Unilever posted a turnover of ₹18,071 crore for the September quarter, highlighting a 15% rise. Even with a price increase of 7.5%, the company's volume growth remained stable at 7%. Homecare emerged as the standout performer, boasting a robust 22% sales growth. Earnings before interest, tax, depreciation, and amortisation climbed to ₹4,089 crore, an 8% boost. However, ongoing inflation and wage issues in rural sectors pose significant challenges.
Brands need to shift to ‘Bharat-first’ strategy as digital usage grows
To effectively connect with rural customers, brands should embrace a 'Bharat-first' advertising philosophy. Digital channels are increasingly shaping the shopping behaviors of younger rural populations, with influencer marketing playing a pivotal role, particularly among female consumers. The integration of AI features alongside social media enhances the flow of product knowledge in these areas.
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These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
At this juncture, what companies say about their Q2 results, and their outlook for Q3 and Q4, matters a great deal – but only to a certain extent. A company can plan only for what is in its control. No management can predict what the US President will decide, or which way the trouble in the Gulf will turn next.
Shriram Finance shares crash 6% as Jefferies, Citi, and other brokerages slash target prices after Q2 results. Why do they still say ‘Buy’?
Shriram Finance shares fell sharply on Monday after Jefferies, Citi and Motilal Oswal cut their target prices following the NBFC’s Q2 results. Despite concerns over rising credit costs and rural stress, all three brokerages retained their ‘Buy’ ratings, citing strong net interest income, resilient margins and long-term growth potential.
GTPL Hathway begins publishing TV viewership data from 10,000+ set-top boxes
GTPL Hathway has introduced audience viewership data for TV channels through its set-top boxes across various markets. This is an industry first and adheres to the guidelines from the Ministry of Information & Broadcasting. It uses return path data to derive insights without collecting personally identifiable information from subscribers.
SLMG Beverages eyes Rs 20,000 cr turnover in 5 yrs, IPO in 3-4 years
SLMG Beverages, a major Coca-Cola bottler in India, is targeting a turnover of Rs 20,000 crore in five years. The company has plans to list on stock exchanges before reaching its turnover goal. Currently, SLMG Beverages has a gross turnover of approximately Rs 9,000 crore and aims to increase that significantly. Investments in new bottling facilities and chilling equipment are underway to meet rising demand.
India's cooling problem is becoming an electricity-cost problem, and the AC industry is trying to solve it
India’s rising temperatures and growing AC adoption: The country's AC market is predicted to grow significantly in the coming years due to rising temperatures and urbanization. A recent survey indicates that air conditioners are an essential part of household electricity consumption. Many consumers are prioritizing energy efficiency when purchasing air conditioning units to reduce their electricity bills. Companies are responding by introducing advanced technology and enhancing energy-saving features in their products.
IMF's bullish call: Why is India sprinting when the world stumbles?
The IMF has raised India's growth forecast to 7% for both FY27 and FY28, highlighting the country's resilience despite higher oil prices and a slowing global economy. Strong domestic consumption, infrastructure spending, recovering private investment and AI-related capital expenditure are supporting growth, though inflation, energy costs and weaker rural demand remain risks.
5 years, no returns: Are these 9 Nifty bluechip stocks finally ready for a turnaround?
Investors are witnessing notable losses in well-known blue-chip stocks such as TCS, Infosys, and Hindustan Unilever. These major players are encountering significant hurdles affecting their market position. Analysts believe that lowered expectations may allow for potential recovery if economic conditions improve. Currently, various sectors, especially IT and consumer goods, face cyclical and structural challenges, suggesting that large-cap stocks are becoming increasingly appealing as earnings growth rates stabilize.
Rule out V-shaped recovery, markets can fall more, says PL Capital with Nifty 12-month target at 27,589
PL Capital remains cautious on the Nifty after its eight-week losing streak, ruling out a quick V-shaped recovery. The brokerage has trimmed earnings estimates but sees valuation comfort in largecaps, while flagging inflation, FII outflows and demand risks.
Wallet war: More new things are fighting for every rupee Indians earn
Indian Consumer Spending Trends: Indian households are increasingly shifting their consumption patterns, which reflects a richer variety of spending options. This changing consumer behavior shows significant growth in non-food expenditures over the years. The introduction of quick commerce has further diversified available products, making various goods more accessible. Both urban and rural consumers are seeking premium products alongside traditional staples.
FMCG revenues to rise in Q2, but costs could dent margins
India's FMCG sector is poised for a substantial revenue boost in the upcoming September quarter, with growth projected in double digits. This rise is attributed to an increase in both product volume and strategic pricing tactics across diverse categories. However, the ongoing surge in raw material costs, particularly for items like sugar and edible oils, may exert pressure on profit margins.
FMCG companies face a Q2 margin squeeze: Rising crude oil, palm oil and packaging costs threaten profits despite demand recovery
FMCG companies are likely to face operating margin pressure in the September quarter of FY27 due to rising crude-linked derivatives, palm oil, sugar and other input costs. While companies such as Marico and Dabur expect double-digit revenue growth, profitability may be affected by inflation and uneven monsoon conditions. Businesses are relying on price hikes, favourable product mix and cost-saving measures to offset rising expenses.
Everyone looks at 2-wheelers and FMCG. Another set that feels the monsoon’s test: 6 stocks with upside potential of up to 33%
The monsoon is one influence on rural financial health. It is not a complete predictor of what a lender will earn. Whether good rain becomes money in the household’s hand depends on crop prices, irrigation, wages, government transfers, non-farm employment, and how much debt the household already has.Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
5 stocks with consistent score improvement and upside potential of up to 30% in 1 year, according to analysts
Keep a close watch on updates from FMCG companies, the cement sector, from real estate companies, especially about the commercial segment of those focused on South India. What they say will provide an idea of how things are panning out on the ground.
Inside 11-quarter high earnings pomp, 46 companies may wipe out up to 84% of their Q2 profits
At least 46 companies are expected to report double-digit profit declines in Q2, despite Motilal Oswal projecting 22% earnings growth for its coverage universe. Autos, cement, healthcare, consumer and cap goods are among sectors facing pressure, highlighting the uneven nature of the September-quarter earnings recovery.
India apparel market set to reach $146 billion by 2029
India’s apparel market is set to grow from $95.7 billion in 2025 to $146.3 billion by 2029, a 9% CAGR, driven by rural and smaller-town consumption. Casualwear is gaining share, while kidswear and womenswear are expected to outpace menswear.
Senco Gold shares gain 6% on strong Q2 business update; revenue rises 31% YoY
Senco Gold shares rose after the jewellery retailer reported a strong Q2FY27 business update. The company said demand remained robust, driven by festive buying, steady jewelleryconsumption and risingpreference for lightweight jewellery, despite elevated and volatile gold prices.
Growth hinges on local reforms, not protectionism: Indermit Gill
India holds a unique opportunity to enhance its economic growth but must address internal challenges effectively. Rapid reform and the efficient use of resources are key to achieving this growth. The country needs to adopt artificial intelligence to improve productivity across various sectors. Expanding trade and eliminating barriers will be essential for attracting foreign investment. Policymakers must focus on enhancing domestic conditions to fully realize India's economic potential.
RBI GDP Growth 2026: Malhotra & Co raise FY27 GDP forecast to 7.1% from 6.7%
RBI GDP Growth 2026: The Reserve Bank of India has updated its growth forecast for fiscal year 2026-27 to 7.1%. This adjustment comes after stronger-than-expected economic performance, including 7.8% growth in the June quarter. The RBI has also raised the policy repo rate to 5.5% while changing its policy stance to calibrated tightening. While domestic consumption remains resilient, global challenges and inflation concerns persist.
Dabur expects double-digit Q2 revenue growth on strong India FMCG, overseas demand
Dabur India expects consolidated revenue to grow in double digits in the September quarter, supported by strong performance across its India FMCG portfolio and sustained international growth. Rural demand outpaced urban markets, while e-commerce and quick commerce remained strong. Higher input costs, however, weighed on operating margins during the quarter.
From Landlines to 6G: How India’s Telecom Revolution Transformed Connectivity
India's telecommunication sector has evolved from a sparse network of landlines to a robust mobile connectivity framework, embracing technologies like 2G, 3G, and 4G, culminating in the recent rollout of 5G. As the nation gears up for 6G, it aims to enhance the global digital landscape while improving the daily online experiences of its citizens.
Dabur India expects double-digit revenue growth in Q2 FY27
Dabur India anticipates strong double-digit growth in its consolidated revenues and India FMCG business for the upcoming quarter. Demand conditions have remained steady despite challenges such as inflation and geopolitical tensions affecting operations. The company expects robust performance particularly in its Home & Personal Care and Food and Beverages segments. Modern Trade and emerging distribution channels are also expected to drive growth significantly.
Khadi over the decades: How Gandhi’s fabric found a new life
Khadi remains an important symbol of India's independence and has significantly grown as a commercial entity. The sales and production of khadi textiles have increased dramatically over the past decade. Initiatives are underway to expand khadi's presence in global markets and enhance digital sales platforms. Strengthening artisans' skills and enhancing market competitiveness are key focus areas for future growth.
India's IIP growth may remain in single digits despite festive demand as weak monsoon, global risks weigh: Report
India's industrial production growth may stay in single digits in the upcoming months as several economic challenges persist. Festive demand could positively impact growth, but factors like weak monsoon, higher input costs, and global uncertainties pose risks. The manufacturing sector's growth has shown significant improvement, alongside a gradual recovery in rural consumption trends. Capital goods and consumer durables produced strong growth numbers, indicating resilience in investment and discretionary spending.
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