Motilal Oswal's top stock picks in the consumer sector include companies like Marico, Jubilant FoodWorks, Page Industries, Kalyan Jewellers, and PN Gadgil.
In Q1 FY26, demand trends across various consumer categories are expected to reflect patterns seen in previous quarters.
In Motilal Oswal's consumer coverage universe, revenue and Ebitda growth year-over-year in Q1 FY26 are projected to be positive across all segments like staples, paints and adhesives, liquor, innerwear, QSR, and jewelry.