Investor Presentation_ India Consumer – Our Order of Preference

February 10, 2025 06:42 PM GMT Investor Presentation | Asia Pacific India Consumer – Our Order of Preference The consumer sector remains under pressure amid the ongoing market correction, given the growth lows that companies continue to make. 1) Prefer F&B over HPC – The growth narrative may turn less negative vs. F25; Mass discretionary better poised for recovery vs. staples. 2) In discretionary, backing the leaders. Among value retailers, tier 2 market plays better placed vs. Metro and Tier 1 plays. 3) Co ...