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Total 12 reports
Sector Update PPT
Consumer Staples
October 08, 2025
Consumer Sector – Q2FY26 Results Preview – Insights from Business Updates and updated preview

Top picks: Staples: Bikaji Foods, Britannia, Nestle, Tata Consumer and HUL; in Discretionary, we also like United Spirits and Asian Paints.
Sector Update PPT
Consumer Staples
September 29, 2025
Consumer Sector – Q2FY26 Results Preview – GST transition pains

Top picks: Staples: Bikaji Foods, Britannia, Nestle, HUL and Tata Consumer; in Discretionary, we also like United Spirits and Asian Paints. Due to GST transition issues; adverse impact on volumes/sales is likely to be
Sector Update PPT
Consumer Staples
August 20, 2025
Consumer Sector – Q1FY26 result review – Good times are back! – August 2025 edition

Top BUYs: Staples – HUL, Britannia, Bikaji, Nestle; Discretionary – United Breweries, Asian Paints. Also like Dabur (recovery on a soft base).
Sector Update PPT
Consumer Staples
July 07, 2025
Consumer Sector – Q1FY26 Results Preview – Insights from Business Updates and updated preview

Top picks: Staples: Britannia, Bikaji Foods, Marico and Nestle; Discretionary: Berger Paints and United Breweries.

Sector Update PPT
Consumer Staples
June 27, 2025
Consumer Sector – Q1FY26 Results Preview – RM turning favorable

Top picks: Staples: Britannia, Bikaji Foods, Marico and Nestle; Discretionary: Berger Paints and United Breweries. On the macro front, improving rural demand, food inflation at a multi-month low and interest rate cuts
Sector Update PPT
Consumer Staples
June 02, 2025
Consumer Sector – Q4FY25 result review – Deep dive – June 2025 edition

Top picks: Staples — Britannia, Bikaji Foods, Nestle and Marico; Discretionary — United Spirits, Pidilite and United Breweries. From a long-term perspective, we also like Berger and Tata Consumer.

Sector Update PPT
Consumer Staples
April 08, 2025
Consumer Sector – Q4FY25 Results Preview – Insights from Business updates and updated preview

Our top picks are United Spirits, United Breweries, Pidilite and Marico. We also like Nestle, Berger and Emami.
Sector Update PPT
Consumer Staples
March 28, 2025
Consumer Sector – Q4FY25 Results Preview – Urban slowdown remains challenging

Our top picks are United Spirits, United Breweries, Pidilite and Marico. We also like Nestle, Berger and Emami.

Sector Update PPT
New Energy
March 20, 2025
Waaree Energies - Initiating Coverage-Mar-25-NUVAMA

Investment thesis - Executing eclectic energy integration: Initiating with a BRAVEHEART ‘BUY’ (TP: INR2,805); caveat emptor: imponderable risks. Exponential volume and margin-driven growth: Capacity expansion, shift
Sector Update PPT
Consumer discretionary
March 03, 2025
Consumer Discretionary - Liquor Companies – Deep dive – March-25 edition; Sector Update

In alco-beverages, we maintain ‘BUY’ on both United Spirits and United Breweries and remain positive on the space. Top brewers in the country shall go on a decadal high capex of INR35bn in 2025, especially in key states
Sector Update PPT
Consumer Staples
February 18, 2025
Consumer Sector

Top picks: United Spirits, United Breweries, Pidilite and HUL. Also Britannia, ITC and Nestle look good from a 1-year perspective. Margins on a YoY basis in the near term will remain under pressure for Godrej Consumer,
Sector Update PPT
Consumer discretionary
September 03, 2024
Consumer Discretionary - Liquor Companies – Deep dive – Sep-24 edition; Sector Update

In alco-beverages, we have a ‘BUY’ each on United Breweries and United Spirits. UNSP is targeting double-digit sales growth for FY25. It guided that revenue growth in H1FY25 would be less than double-digit, but would be