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0 mentions · last seen 6/5/2026

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Apple India revenue set to cross Rs 1.4 lakh crore in FY26, eyeing HUL and Samsung

Kotak MF projects Apple India FY26 revenue above Rs 1.4 lakh crore, a 6.2x jump from Rs 22,845 crore in FY21. Premiumisation, iPhone 17 demand and EMI-led accessibility drove 14 million iPhone shipments in 2025, up 16% YoY, taking 9% smartphone share in Q1.

Business Today · Latest · 5/26/2026, 7:31:51 AM

Apple India FY26 revenue to hit Rs 1.4 lakh crore, more than double HUL's topline

Apple India is projected to clock Rs 1.4 lakh crore in FY26, a 6.2x jump from FY21's Rs 22,845 crore and over 2x HUL's Rs 64,468 crore. iPhone shipments hit 14 million in 2025, with 9% smartphone share in Q1 FY26 and iPhone 17 the top seller — India is now Apple's fourth-largest market.

Times of India · Business · 5/25/2026, 11:59:00 PM

Indians redirect spend to travel, concerts, iPhones as Nilesh Shah flags experience-led consumption shift

Kotak MF's Nilesh Shah maps a structural shift in Indian wallets: ₹1.45 lakh crore on foreign travel, a ₹20,800 crore live events industry, and Apple India adding ₹1.2 lakh crore revenue in five years. Offsetting the boom: ₹2.87 lakh crore retail trading losses (FY22-25) and ₹53,000 crore digital fraud losses over six years.

Business Today · Latest · 5/25/2026, 12:25:31 PM

Kotak MF: Apple India FY26 revenue set to double HUL's as premium spend outpaces mass

Structural premiumisation reshaping Indian retail: food's wallet share fell to 46% rural and 39% urban, while premium smartphones above Rs 30,000 grew at 5.9% CAGR vs mass-market's -1.2%. Top-decile urban incomes compounded ~18% vs ~6% for urban mass, fuelling autos, jewellery, OTT and quick commerce.

BL · Consumer & Economy · 5/25/2026, 5:14:38 AM

Indians' ₹1.45L cr foreign travel spend now dwarfs building materials industry: Kotak MF's Nilesh Shah

Nilesh Shah flags a structural rewiring of Indian wallets: outbound travel (₹1.45L cr) tops entire building materials sector, Apple India added ₹1.2L cr in 5 years, and live events (₹20,800 cr) are eating into footwear and wardrobe budgets as experiences replace goods.

Business Today · Latest · 5/25/2026, 2:01:38 AM

Apple India targets student entrepreneurs in next 'Great Ideas Start Here' Mac campaign

Apple India unveiled the latest chapter of its 'Great Ideas Start Here' campaign, featuring Indian student founders building startups on MacBook Air M5 and MacBook Pro. The push rolls out across digital and social channels through the back-to-school window, deepening Mac's positioning with Gen-Z creators and campus-led ventures.

Business Today · Latest · 5/22/2026, 3:47:41 PM