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Consumer staple companies could see demand improve from the fourth quarter of FY26 as trade conditions stabilise and government measures begin to show results, according to Motilal Oswal. The recovery is expected to be supported by resilient rural demand, improving urban sentiment and seasonal factors.

Will consumer staples see a turnaround in FY26? Motilal Oswal explains

Urban spending is expected to witness a broader revival through the third quarter of financial year 2026 (FY26), with discretionary categories such as jewelry showing resilience and supply-side disruptions gradually easing.

Discretionary spending, easing supply pressures to drive urban revival in 3QFY26

MOFSL’s base case projection was that real GDP growth will touch 6.8 per cent for FY26, with a 20–30 basis‑point upside if tariff uncertainties abate, and a nominal GDP growth projection at 9 per cent.

Rural consumption beats urban demand, GDP growth to reach 6.8% in FY26: Report

UBS lifts India’s FY26 GDP forecast, cites strong Q4 growth, rural recovery, low oil prices, and these following reasons.&nbsp;

UBS upgrades India's GDP outlook; will low oil prices and upcoming RBI MPC review power FY26 growth?

India’s growth may hit a four-year low as weak manufacturing, food inflation, and sluggish urban demand weigh on the economy, with FY26 GDP projected at 6.3&nbsp;to 6.8 per cent.

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