Brokerages Flag Q1 Divergence: DMart Pressured by Quick-Commerce, Titan & Marico See Double-Digit Growth
Fresh Q1FY27 brokerage views split India's retail/consumer pack. DMart flagged for weak growth amid quick-commerce pressure (revenue +15% YoY, TP Rs 3,650-5,500). Marico eyes high-teens EBITDA growth, Titan's Tanishq/Mia/Zoya jewellery up 30% YoY. Positive calls also on Lenskart, Vishal Mega Mart (20% revenue, 10% SSSG) and Tata Consumer (12% revenue).
Brokerages issue fresh Q1 views on Indian retail/consumer names: DMart flagged for weak growth amid quick-commerce pressure, Marico and Titan seeing double-digit volume growth, plus positive calls on Lenskart, Vishal Mega Mart, Tata Consumer.