Motilal Oswal Securities bullish on India's consumer sector; HUL, Marico among top picks

Motilal Oswal Securities remains positive on India's consumer sector after a stable first quarter. The brokerage favors Hindustan Unilever, Godrej Consumer, and Marico. It anticipates a widespread recovery in fiscal year 2026. This recovery will b...

Agencies

Motilal Oswal Securities has reaffirmed optimism on India’s consumer sector after a steady first quarter. Its top bets are Hindustan Unilever, Godrej Consumer, Marico, Page Industries, Titan, P N Gadgil, and Restaurant Brands Asia.

The brokerage expects a broad-based recovery in FY26, driven by easing inflation, potential rate cuts, tax benefits, and a strong festive season demand pipeline. Jewellery and liquor companies have sustained their outperformance, while discretionary consumption showed early signs of revival, it said.

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