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