“Sandip Sabharwal is optimistic on the broader consumption theme and the FMCG sector, citing improving trends evidenced by decent numbers from Marico and strong results from Bajaj Consumer. He anticipates a pickup in consumption this quarter and going forward, suggesting large-cap names like Dabur, Tata Consumer, HUL, and Asian Paints offer decent potential from current levels.”

Sandip Sabharwal’s track record: 8 graded calls · 95% CI 22–78%