India Consumer Staples Companies Could Post Sequential Growth for December Quarter -- Market Talk

Dow Jones

Jan 08

0952 GMT - Indian consumer companies are likely to post sequential growth in the October-December quarter, says Citi analyst Vismaya Agarwal in a note. He cites factors such as largely reduced prices across multiple product categories after cuts to India's goods-and-services tax and a partial recovery after September-October inventory destocking. He estimates Ebitda margins for companies under his coverage to remain constant on a year-on-year basis, compared with declines in previous quarters, as costs are easing across multiple commodities. "We will monitor whether the uptick in demand sustains over the medium term," he adds. He prefers food and nonalcoholic beverage companies over the home and personal-care subsector. Top sector picks include Britannia Industries, Godrej Consumer Products and Varun Beverages. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 08, 2026 04:52 ET (09:52 GMT)

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He cites factors such as largely reduced prices across multiple product categories after cuts to India's goods-and-services tax and a partial recovery after September-October inventory destocking. He estimates Ebitda margins for companies under his coverage to remain constant on a year-on-year basis, compared with declines in previous quarters, as costs are easing across multiple commodities. \"We will monitor whether the uptick in demand sustains over the medium term,\" he adds. He prefers food and nonalcoholic beverage companies over the home and personal-care subsector. Top sector picks include Britannia Industries, Godrej Consumer Products and Varun Beverages. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2026 04:52 ET (09:52 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>India Consumer Staples Companies Could Post Sequential Growth for December Quarter -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIndia Consumer Staples Companies Could Post Sequential Growth for December Quarter -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-08 17:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0952 GMT - Indian consumer companies are likely to post sequential growth in the October-December quarter, says Citi analyst Vismaya Agarwal in a note. He cites factors such as largely reduced prices across multiple product categories after cuts to India's goods-and-services tax and a partial recovery after September-October inventory destocking. He estimates Ebitda margins for companies under his coverage to remain constant on a year-on-year basis, compared with declines in previous quarters, as costs are easing across multiple commodities. \"We will monitor whether the uptick in demand sustains over the medium term,\" he adds. He prefers food and nonalcoholic beverage companies over the home and personal-care subsector. Top sector picks include Britannia Industries, Godrej Consumer Products and Varun Beverages. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2026 04:52 ET (09:52 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"POST","symbol_name":"Post Holdings","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601357778","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601357778","pubTimestamp":1767865920,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0952 GMT - Indian consumer companies are likely to post sequential growth in the October-December quarter, says Citi analyst Vismaya Agarwal in a note. He cites factors such as largely reduced prices across multiple product categories after cuts to India's goods-and-services tax and a partial recovery after September-October inventory destocking. He estimates Ebitda margins for companies under his coverage to remain constant on a year-on-year basis, compared with declines in previous quarters, as costs are easing across multiple commodities. \"We will monitor whether the uptick in demand sustains over the medium term,\" he adds. He prefers food and nonalcoholic beverage companies over the home and personal-care subsector. Top sector picks include Britannia Industries, Godrej Consumer Products and Varun Beverages. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"POST":"Post Holdings","SPLS":"PIMCO Stocks PLUS Active Bond ETF","BK4212":"包装食品与肉类"},"translate_title":"印度必需消费品公司可能在12月份季度实现环比增长——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"POST":1.5,"SPLS":1.5,"MNDmain":1.5},"content_text":"0952 GMT - Indian consumer companies are likely to post sequential growth in the October-December quarter, says Citi analyst Vismaya Agarwal in a note. He cites factors such as largely reduced prices across multiple product categories after cuts to India's goods-and-services tax and a partial recovery after September-October inventory destocking. He estimates Ebitda margins for companies under his coverage to remain constant on a year-on-year basis, compared with declines in previous quarters, as costs are easing across multiple commodities. \"We will monitor whether the uptick in demand sustains over the medium term,\" he adds. He prefers food and nonalcoholic beverage companies over the home and personal-care subsector. Top sector picks include Britannia Industries, Godrej Consumer Products and Varun Beverages. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 08, 2026 04:52 ET (09:52 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}