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PREMIUMISATION
Brands turn to localisation, product cuts to protect festive marginsBrands are trying to protect festive-season demand from rising input costs by increasing localisation, using alternative materials, simplif...- ITC expects Aashirvaad brand to double consumer spends to Rs 20,000 crore in 5 yearsITC's Aashirvaad brand expects consumer spending to double to twenty thousand crore rupees. This growth will occur over the next five years...
- Rs 24,600 crore IPO dhamaka: NSE, Hero Motors to lead 11 public offers next weekNSE will be the biggest issue of the week, with an IPO size of Rs 22,562 crore. Hero Motors will follow with a Rs 1,000 crore issue. The tw...
- As China slows, global FMCG and consumer giants from L'Oreal to Nestle bet big on IndiaIndia is becoming a key growth focus for global consumer companies. Rising incomes and expanding retail offer major untapped market potenti...
- LG Electronics India in Jefferies’ ‘pole position’; bull case points to 21% upsideJefferies retains a Buy rating on LG Electronics India with a Rs 1,895 target and sees Rs 2,000 in its bull case. Growth could come from pr...
- From luxury cars to watches: Why India’s wealthy are spending more on ultra-premium productsIndia’s luxury market is shifting from traditional status symbols towards products that offer craftsmanship, exclusivity, heritage and indi...
- Vodafone Idea shares price in focus as Jefferies initiates coverage with Buy rating. Why are analysts bullish?Jefferies has initiated coverage on Vodafone Idea with a ‘Buy’ rating and a Rs 20 price target, implying 29% upside. The brokerage expects ...
- Losing money in Nifty? 8 beaten-down largecap stocks see promoters increase stake in 2026Promoters raised stakes in eight Nifty largecaps despite stock declines in 2026, with Jio Financial, Bharti Airtel and Reliance among the c...
- Why Jefferies is bullish on Manipal Hospitals after its ₹9,000 crore acquisition spreeManipal Hospitals’ acquisition-led expansion is entering a key phase, with Jefferies initiating coverage with a Buy rating and Rs 870 targe...
- India is consumer giant Unilever's blueprint for emerging-market growth: CEOUnilever views India as its emerging market growth blueprint, anticipating significant expansion. The company is allocating substantial acq...
- Vodafone Idea a high-beta turnaround play, says Jefferies; initiates buy with 29% upside potentialJefferies initiated coverage on Vodafone Idea with a Buy rating and Rs 20 target, citing subscriber stabilisation, tariff hikes and operati...
- Ferrero India enters premium chocolate bar segment with Classic Hazelnut, 70% Cocoa HazelnutFerrero India has launched premium chocolate bars in the Indian market. The company introduced Classic Hazelnut and 70% Cocoa Hazelnut vari...
- India’s textile boom ahead? Why Jefferies is bullish on Welspun, RaymondJefferies upgraded Welspun Living to Buy and more than doubled its target to Rs 260, while initiating coverage on Raymond Lifestyle with a ...
- Real Estate GDP share may rise from 8-9% to 15-20% by 2047, headwinds to remain: Knight Frank's ZiaReal estate's contribution to India's GDP could rise from the current 8-9 per cent to 15-20 per cent by 2047, with expansion across residen...
- Hindustan Unilever shares in focus as Capital Markets Day outlines growth levers; what are Goldman Sachs and Nomura saying?Hindustan Unilever’s Capital Markets Day outlined a strategy focused on consumption-led growth, premiumisation, market-making and new growt...
- Bombay HC refuses interim relief to Old Monk maker as state law officer considers revised labelsThe Bombay High Court has adjourned a hearing on Mohan Rocky Springwater Breweries' plea. The court needs time to consider three modified p...
- Indian households shift spending towards discretionary goods, servicesHousehold spending shows a shift towards non-essential goods and services. Alcoholic beverages and tobacco spending saw significant growth,...
- HUL bets on cost cuts, brand push to revive its growth: MDHindustan Unilever plans to boost growth by increasing capital expenditure and focusing on key areas. The company will invest more in brand...
- UBL sees India as key growth engine for Heineken; focuses on premiumisation, margin expansionUnited Breweries Ltd sees India as central to Heineken's growth agenda. The Indian market is experiencing rising premiumisation and offers ...
- Jefferies initiates coverage on Leela Hotels with Buy rating, sees 22% upsideJefferies initiated coverage on Leela Hotels with a Buy rating and a Rs 675 target, citing India’s premiumisation trend, rising luxury trav...
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