business / news / / The Economic Times
Consumer sector outlook for FY27 faces challenges from cigarette tax hikes and crude oil shocks.
ITC's Q4 cigarette volumes are expected to be flat due to pre-budget inventory front-loading.
KEY POINTS
- Illegal cigarettes are projected to gain market share after the sharpest tax hike in years.
- Paint companies face 100-200 basis points EBITDA margin compression in Q1 FY27 from crude-linked inflation.
- Avenue Supermart is expanding aggressively with 85 new stores in FY26, including entry into Uttar Pradesh.
- Quick service restaurants face rising LPG, delivery, and packaging costs, limiting their pricing power.
COMPANIES
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