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The benefit of higher gross margins was offset by an unfavourable product mix, higher advertising spends, and dealer incentives
Industry leaders across cement, logistics, energy, manufacturing, consumer goods and pharmaceuticals said the budget’s emphasis on infrastructure-led growth, technology adoption, tax rationalisation, supply-chain resilience and healthcare innovation provides policy visibility and confidence at a time of global uncertainty.
Targeted duty cuts, TCS relief and compliance easing replace direct tax giveaways as government looks to support demand
Profitability gains in core categories and early traction in adjacencies enhance earnings visibility
From a regional ethnic-snacks leader to a diversified snacking powerhouse, the company is building a scalable consumption franchise
After a year of easing price pressures and policy-led income support, economists say consumption momentum that strengthened in late 2025 is now feeding into the 2026 outlook.
Output of consumer non-durables during festive season hits three-year low, durables slip to two-year trough in FY26 so far
The income pyramid in India—historically broad at the base—is very gradually inverting, with more consumers entering mid-income and upper mid-income brackets
Manufacturing GVA grew 9.1 percent in Q2FY26, up sharply from 2.2 percent in the same quarter a year earlier and 7.7 percent in Q1FY26.
Consumption makes up about 60% of India’s GDP, providing domestic companies with opportunities. Many start off well but then fall into the mid-scale trap. It need not be permanent, there’s a way out
Rajesh Deo, chief financial officer of the real estate investment trust (REIT), said that besides an increase in footfall, the trust has also seen an increase in spends per customer, at a time when urban consumption remains sluggish
Positions were 'notably reduced' compared with both the previous quarter and year-ago levels, Morgan Stanley analysts including Sheela Rathi wrote in a note
The upward momentum will sustain in the hotels business in FY26; Classic Vacations deepens premium play
With only 2.8% tax revenue growth in H1, the government’s fiscal roadmap hinges on a strong consumption rebound fuelled by GST cuts and lower rates—any shortfall risks spending cuts and a tighter FY27 budget
India’s GST cuts have boosted consumption, but rising imports threaten domestic industry. To harness this demand, India must strengthen manufacturing through import substitution, PLI schemes, and strategic trade partnerships
Per-capita spending in the poorest districts is less than a fourth of Noida’s, highlighting sharp regional divides
The company’s strong rebound in the FMEG business and outperformance in W&C continue
The credit boom looks good for fintechs--but not without risks
The exception to this trend was online credit card transaction value, which propelled by ecommerce festive sales, saw September month processing record-high transaction value
Government’s capital expenditure has played its part and consumption now holds the key to sustaining growth, the former RBI deputy Governor tells Moneycontrol
The latest GST rate reductions aim to boost consumption, but data show India is already operating near peak demand levels
In the immediate aftermath of the GST rate cuts, here are the main questions facing the economy, business and investors
Home Minister says unprecedented rate cuts will boost investment, consumption, and public trust in the tax system
The space vacated by large hypermarkets is being taken over by premium gourmet grocery outlets. Nexus also plans to ask multiplexes to reduce their presence in malls, Pratik Dantara, head of strategy and chief investor relations officer, says
Focus on premium products despite a weak summer season; the revival of the lighting business will be a key growth driver
