Five Must-Have Stocks from the Con­sump­tion Pack

The Economic Times - - Companies -

ETMar­ If you are bet­ting on a bet­ter mon­soon this sum­mer you can’t ig­nore con­sump­tion as a theme for your port­fo­lio.

Most ex­perts feel a good mon­soon in FY17 could kick off a turn­around story for the do­mes­tic con­sump­tion sec­tor, es­pe­cially when ru­ral ar­eas are not likely to see the big ef­fects of the Sev­enth Pay Com­mis­sion and OROP, ex­perts said. Here is a list of top five con­sump­tion-linked stocks that may ben­e­fit if the rain gods smile this year. 300bps on the back of lower LLP prices thereby aid­ing profit growth. Net profit is ex­pected to grow at 19.2% to ₹ 64.9 crore,” said the note. Signs of re­cov­ery in ru­ral ar­eas.


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