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UBS anticipates a rebound in India's consumer sector by FY26, forecasting 13% earnings growth following a challenging FY25. Key stocks include Hindustan Unilever, Trent, and DMart, with upgrades in ratings and price targets, while Asian Paints and Dabur face downgrades due to disruption and portfolio issues. The report highlights a potential income stimulus from tax cuts and the Eighth Pay Commission, which could enhance consumption and support earnings growth.
UBS analyst Amit Sachdeva has upgraded Colgate-Palmolive India’s stock rating from Sell to Buy, raising the price target to INR 3,100 from INR 2,240. This change follows a decline in share price, with UBS highlighting an improving outlook due to increased market share and a projected earnings recovery driven by premium products and quick commerce opportunities. The firm anticipates a growth in earnings per share from 7% in FY25E to a CAGR of 10% over FY25-27E, reflecting confidence in the company's future prospects.
A federal judge has paused a deadline for government workers to accept Elon Musk's "deferred resignation offer," reminiscent of his controversial tactics at Twitter. Critics warn that Musk's slash-and-burn approach, which included mass layoffs and cost-cutting, may lead to chaos and legal challenges in the federal government. As Musk consolidates power, concerns grow over the implications for civil service protections and the overall effectiveness of his strategies.
Elon Musk's X has expanded its lawsuit against several companies, including Lego and Shell, alleging they conspired to boycott the platform and violate antitrust laws. The complaint claims that members of the Global Alliance for Responsible Media collectively withheld advertising revenue and enforced brand safety standards that X has since met or exceeded. The lawsuit highlights the ongoing impact of this boycott on the platform's revenue and its contentious relationship with advertisers since Musk's acquisition.
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ubs predicts consumer sector rebound with top stock picks for fy26
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