Consumer analyst Abneesh Roy sees a real FMCG revival driven by GST cuts, steady rural demand, and recovering urban consumption. He highlights Nestle, Britannia, Marico, and Tata Consumer as near-term beneficiaries, while positioning ITC as a one-to-two-year recovery play after a tax shock. Hindustan Unilever’s premium beauty investment is also noted as a structural re-rating catalyst.
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