March 4, 2025

consumption

Q3 Earnings Review: Consumption slowdown, commodity weakness hurt India Inc’s profits. MOSL advises portfolio rejig | Stock Market News

Q3 Earnings Review: Consumption slowdown, commodity weakness hurt India Inc’s profits. MOSL advises portfolio rejig | Stock Market News

TheSpuzz Desk08 mins

Source: Live Mint In a recent note, brokerage house Motilal Oswal Financial Services (MOSL) stated that a slowdown in consumption and commodity weakness have weighed on corporate earnings, even as sectors such as BFSI, Healthcare, Capital Goods, and Technology delivered strong performances. However, the government’s shift from capital expenditure to consumption in its latest budget…

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How equity investors can ride the post-Budget wave

How equity investors can ride the post-Budget wave

TheSpuzz Desk017 mins

Source: Live Mint For decades, India’s salaried class viewed themselves as a minority—sandwiched between the elite and what they believe is the world’s largest population of the “politically pampered”. And in most Budgets, they found the discourse to be dominated by farmers, the poor, women and other groups. Which is why the record ₹1 trillion…

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All income groups got a little something from the Budget

All income groups got a little something from the Budget

TheSpuzz Desk08 mins

Source: Live Mint The highlight was that the aspirations and expectations of the middle-class, finally got an earnest ear.  In her Budget speech, Finance Minister Nirmala Sitharaman repeatedly underscored the role of the middle class in nation-building, mentioning the term “middle-class” at least ten times, highlighting their energy and contribution to the economy. The proposed…

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Will investors flock to agri-stocks after the Budget?

Will investors flock to agri-stocks after the Budget?

TheSpuzz Desk08 mins

Source: Live Mint Driving agricultural growth and productivity is a key focus for the government, finance minister Nirmala Sitharaman said in her Budget speech. According to her, the journey towards Viksit Bharat will be powered by four pillars: agriculture, MSMEs, investment, and exports. The minister announced a National Mission on High Yielding Seeds to enhance…

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Consumption push: Shop till you drop?

Consumption push: Shop till you drop?

TheSpuzz Desk08 mins

Source: Live Mint There is a spring in the step of Indian consumer-related companies after the budget 2025’s proposal to make income up to ₹12 lakh tax-free under the new tax regime. With more disposable income in the hands of millions of taxpayers, the expectation is that consumers would be encouraged to spend more on…

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Markets sulk on capex blues, consumption stocks gain

Markets sulk on capex blues, consumption stocks gain

TheSpuzz Desk06 mins

Source: Live Mint Foreign portfolio investors (FPIs) gave a thumbs-down to the budget at Saturday’s special session, selling a provisional ₹1327.09 crore worth of shares, even as domestic institutional investors net purchased equities worth ₹824.38 crore. The Nifty ended down 0.11% at 23482.15 while the Sensex ended up a mere 0.01% higher at 77505.96. The…

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Another tough year for consumer staple companies?

Another tough year for consumer staple companies?

TheSpuzz Desk06 mins

Source: Live Mint Indian consumer staple companies faced a challenging year in 2024, navigating a landscape of uneven demand. While rural demand showed some signs of recovery, urban demand weakened, subduing overall consumption trends. Limited price hikes further weighed on revenue growth. “Our universe reported a <5% volume growth,” said analysts at Jefferies India in…

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Dabur India: Is the worst behind after a miserable September quarter?

Dabur India: Is the worst behind after a miserable September quarter?

TheSpuzz Desk05 mins

Source: Live Mint It was a foregone conclusion that Dabur India Ltd’s September quarter (Q2FY25) results would disappoint, as the company’s business update earlier this month had already cautioned of a weak quarter. Unsurprisingly, Dabur’s shares reacted with only a muted response. Read this | Dabur’s September-quarter update pours cold water on market hopes Consolidated…

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