Macro Economy & Fiscal Policy Just now (05:53 AM IST)
Nomura Flags 17 Consumer Stocks, Including Titan, Lenskart and Dabur, on Strong Demand Outlook
Nomura has identified 17 consumer companies with Buy ratings, arguing that demand remains resilient even as rising inventory costs continue to pressure margins. The brokerage expects average EBITDA growth of 13.8% year on year for the group, a forecast that materially exceeds earlier market expectations and suggests meaningful upside in selected names. Investors are being urged to review portfolio exposure carefully as the stock-specific opportunities appear broad but uneven.
By RDU Global Wire6 min read