Siddharth Vora sees broad-based recovery after 1-2 quarters of pain; bets big on metals, stays cautious on quick commerceSiddharth Vora, Head of Quantitative Investment Strategies at PL Asset Management, is confident in his fund's metals-heavy portfolio. He se...
27 May, 2026, 09.39 AM IST
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impactRising fuel and LPG prices are impacting India's consumption landscape unevenly. While some sectors like QSR face margin compression due to...
26 May, 2026, 02.20 PM IST
Rahul Shah bullish on pharma, sees Sun Pharma and Aurobindo as key large-cap playsIndian equity markets show a mixed but improving consumption trend, with selective FMCG and premium retail outperforming. Page Industries i...
22 May, 2026, 11.59 AM IST
Tactical buying visible in IT, selective opportunities emerging in auto ancillaries: Neeraj DewanIndian stock markets are navigating a balance between optimism and caution. Inflationary pressures and global uncertainties are key concern...
21 May, 2026, 11.56 AM IST
Restaurant enablement startup Dil Foods raises $7.5 million in fundingRestaurant enablement platform Dil Foods has secured $7.5 million in a funding round led by Bikaji Foods family office. The startup plans t...
12 May, 2026, 09.27 PM IST
Quick commerce turns the corner; Karan Taurani picks Eternal, Trent, and Nykaa as top consumption betsIndia's consumption sector is changing. Companies are now focusing on profits, not just growth. Quick commerce players like Blinkit are lea...
11 May, 2026, 12.58 PM IST
ITC, paints, QSR: Abneesh Roy on what you should buy and avoid right nowConsumer sector outlook for FY27 faces challenges from cigarette tax hikes and crude oil shocks. Abneesh Roy of Nuvama Institutional Equiti...
13 Apr, 2026, 01.47 PM IST
Gaurav Jogani sees jewellery, footwear driving consumer discretionary growthJewellery and footwear sectors are driving growth in consumer discretionary spending. Quick-service restaurants are adapting with pricing s...
20 Feb, 2026, 02.43 PM IST
Burgers and big bets: Everyone wants a bite of booming QSRIndia's quick-service restaurant sector is experiencing a surge in dealmaking, with major players like Devyani International and Sapphire F...
02 Jan, 2026, 02.50 PM IST
Is Travel Food Services' IPO a risky bet for investors?Travel Food Services plans to raise ₹2,000 crore through an IPO, reducing promoter stake to 86.2%. The company has shown steady revenue and...
07 Jul, 2025, 06.01 AM IST
Increased disposable income after tax cut to push quick-service restaurant sales: Goldman SachsThe rate cut announcements in the Union Budget 2025 are expected to boost the QSR sector's sales growth from 1QFY26, according to Goldman S...
03 Mar, 2025, 11.24 AM IST
Macquarie bullish on QSR sector; initiates coverage on 2 stocksMacquarie initiates coverage on Devyani International and Sapphire Foods with "Outperform" ratings, setting target prices of Rs 230 and Rs ...
15 Jan, 2025, 02.37 PM IST
Retail sector grows at 2% YoY again, as per RAIThe retail sector in India grew by 2% year-on-year in August 2024, according to the Retailers Association of India. While north and south I...
23 Sep, 2024, 07.32 PM IST
4 reasons why QSR companies could be 'new FMCG stocks' of the future: Dipan MehtaThe QSR industry is gaining attention as a promising investment opportunity in India. With changing consumption patterns and a preference f...
14 Jun, 2023, 03.23 PM IST
Quick service restaurants are fast expandingQuick service restaurant chains in India are expanding their businesses and hiring more staff, despite some seeing subdued growth last quar...
05 Apr, 2023, 10.18 AM IST
We are seeing double-digit growth in both urban & rural consumption: Akshay D'SouzaOne of the things that we have been seeing right through the last quarter that went by is that rural consumption was struggling compared to...
15 Feb, 2023, 11.41 AM IST
Internet-first restaurants to get more investment as investors may take a relook at QSREarly movers among the Internet-first restaurants, which work on a delivery-based model, include Holachef, Spoonjoy, Frsh, Yumist, Eatlo, B...
05 Feb, 2015, 12.55 PM IST