DMart, Trent, HUL among top UBS picks as brokerage bets on consumer sector rebound in FY26

UBS forecasts a strong rebound in India’s consumer sector by FY26, citing easing input costs, fiscal stimulus, and rural wage growth. It names DMart, Trent, and HUL as top stock picks, while upgrading Colgate, GCPL, and ITC. Asian Paints, Dabur, and Jubilant were downgraded due to growth and margin concerns.

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