Marketsmith flags Q4FY26 trend reversal; Trent, V2 Retail, Vishal Mega Mart to lead retail rebound
Mayuresh Joshi of Marketsmith expects inventory rationalisation to ease from the March quarter, unlocking volume, margin and earnings recovery across retail, banks, NBFCs, FMCG and insurance. Trent, V2 Retail and Vishal Mega Mart are named as key retail beneficiaries.
Marketsmith's Mayuresh Joshi expects trend reversal from March quarter across retail, banks, NBFCs, FMCG and insurance as inventory rationalisation eases; Trent, V2 Retail, Vishal Mega Mart seen improving volumes, margins and earnings from Q4.
Why this matters
Trent is flagged alongside V2 Retail and Vishal Mega Mart as a lead beneficiary of an expected Q4FY26 retail rebound, as inventory rationalisation eases and volume-margin-earnings recovery broadens across consumer sectors.
Retail-company signals steady at 128 in the last 90 days, consistent with a pre-rebound consolidation phase.