Consumption

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

Sonbhadra and Ballia are Uttar Pradesh’s poorest districts; Noida tops the chart

Per-capita spending in the poorest districts is less than a fourth of Noida’s, highlighting sharp regional divides

Polycab stays on growth track in Q2 FY26, robust demand, margin gains play ball

The company’s strong rebound in the FMEG business and outperformance in W&C continue

Moneycontrol Pro Panorama | Easy money meets eager borrowers

The credit boom looks good for fintechs--but not without risks

Digital payments hit fiscal's lowest levels in September as consumers likely waited for GST cuts

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

India’s 8% growth hinges on private investment revival, says Michael Patra

Government’s capital expenditure has played its part and consumption now holds the key to sustaining growth, the former RBI deputy Governor tells Moneycontrol

GST cuts to fuel demand — But is consumption already at full throttle?

The latest GST rate reductions aim to boost consumption, but data show India is already operating near peak demand levels

GST rate cuts and consumption demand: What should investors be watching out for?

In the immediate aftermath of the GST rate cuts, here are the main questions facing the economy, business and investors

GST 2.0 is a multi-dimensional reform, first of its scale since independence: Amit Shah

Home Minister says unprecedented rate cuts will boost investment, consumption, and public trust in the tax system

Gourmet over grocery: India's largest mall operator is asking hypermarkets to scale down as quick commerce bites

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

Crompton Greaves Consumer: Gain in market share amid seasonal headwinds

Focus on premium products despite a weak summer season; the revival of the lighting business will be a key growth driver

Finance Ministry plans consultations with India Inc to boost job creation amid slowing wage growth

Efforts to help industry, especially MSMEs to achieve scale and thereby ensuring better wages is key since the capacity to spend is intrinsically tied to growth in income that has been tepid, particularly in urban India.

Page Industries: Margins hold strong, but growth lags

Volume recovery rather than margin resilience to determine the stock performance going forward

Biscuits lose crunch as chocolates and salty treats take centre stage in India’s snacking basket

Out-of-home biscuit consumption dropped 8 per cent YOY in May 2025, even as chocolates jumped 32 per cent and salty snacks rose 6 per cent.

Brokerages see autos, cement, ACs and consumption stocks as top GST 2.0 winners

GST rationalisation to two slabs is set to boost consumption, with autos, staples, cement, insurance, and durables among key beneficiaries.

Blue Star: Near-term pressure from weak summer, medium-term drivers intact

The projects business helps achieve a modest growth in revenues as RAC demand takes a hit

RBI surveys confirm Indian consumption divide

RBI’s latest consumer confidence surveys reveal a deepening divide between rural resilience and urban hesitation in discretionary spending

Radico Khaitan Q1 FY26: Record-breaking volumes

The company is actively pursuing market expansion by establishing strategic collaborations in sports, fashion, music, and luxury segments, and by filling product gaps with new competitive offerings, like The Spirit of Kashmyr, a luxury vodka

Tariffs as a catalyst for another 1991 moment: Trump tantrums can spur India towards reforms

A strategic pivot towards strengthening domestic consumption and internal growth drivers can become a powerful mitigating factor against external pressures, such as tariffs

Tax breaks may bring back urban consumption but not without better wages

Economists caution, that for a sustained recovery, structural constraints, related to low income and job creation, must be addressed.

Ambit sees chemicals as a top contrarian bet in a fully priced market

Global restocking, early demand recovery set stage for upside in under-owned sectors, says Sushant Bhansali and Siddhartha Bothra.

Bihar adds more fat, Kerala more protein to their diets over the last decade

Between 2011–12 and 2023–24, Bihar recorded an increase of 20–30 grams in daily fat consumption — significantly higher than the national average increase of 12–14 grams.

How India’s diet is changing: More protein, but even more fat

Between 2011–12 and 2023–24, average protein consumption rose marginally by 1–3 grams across rural and urban households. In contrast, fat intake rose steeply—by 12–14 grams per person per day over the same period

Hope cannot sustain valuations, says Kotak's Sanjeev Prasad on consumer stocks

Many Indian consumer companies have delivered middling sales growth over the past decade, similar to their global peers, said Kotak Institutional Equities.

Indian quick commerce market to hit $30 billion by FY30 amid mobile-first consumption boom: Bessemer report

Bessemer sees quick commerce disrupting both offline and online retail as smartphone use, digital spend, and online shopping time surge.