Dabur India Q2 Update: GST reforms, portfolio resilience drive momentum

Dabur India announced that recent GST reforms cutting rates on key FMCG categories from 12–18% to 5% will boost affordability and consumer demand. Around 85% of its portfolio now falls under the 5% tax slab, covering core segments like oral care, hair oils, shampoos, juices, and OTC products. The company plans to pass on these […]

Pankaj Pandey bullish on Arvind Fashions and Trent as GST cuts boost margins

Investors are closely watching the technology sector as TCS kicks off earnings season, with IT stocks at four-year lows despite currency depreciation. Healthcare, particularly hospitals, shows strong growth prospects driven by rising disposable income. Banking and financial services, including PSU banks like SBI, remain resilient, while fashion retail sees mixed momentum with Arvind Fashions poised […]