Jefferies' India Strategy
47 covered companies with $170 billion in spends across 9 consumption subsectors grew revenues by 13% Year-On-Year in FY25, same as FY24
Trends indicate urban slowdown being balanced by rural uptick
Preferred consumer stocks are Bharti, Vishal Mega Mart, TVS, hospitals and Indigo
47 covered companies with $170 billion in spends across 9 consumption subsectors grew revenues by 13% Year-On-Year in FY25, same as FY24
Trends indicate urban slowdown being balanced by rural uptick
Preferred consumer stocks are Bharti, Vishal Mega Mart, TVS, hospitals and Indigo
