Nomura has come out with a big report regarding 2025. In this, insight has been given from the outlook for the entire year to consumer trends. Nomura has said in its report that FY25 GDP growth may be 6%. Inflation will decline in FY25 but pressure on spending power will continue. The brokerage firm has said in its report on Consumer Trends Outlook that the prices of food items and palm oil will increase, but the pressure on people’s purchasing power will continue. Monsoon will be good due to which improvement in rural demand is possible. RBI will reduce rates and people will get relief.
auto sector outlook
On the auto sector, Nomura says that the momentum will continue in the premium segment and EVs. The increasing popularity of EVs will inject new energy into the sector. Nomura in auto sector SONA BLW, Hyundai and M&M Shares have been included in the top picks and BUY rating has been given on all these three shares. Nomura has given a target of Rs 829 in SONA BLW. While keeping the buying opinion in Hyundai, a target of Rs 2472 has been given for it. Whereas a buy opinion has been given on M&M with a target price of Rs 3664.
Outlook of EMS
Nomura has said in its report for the EMS segment that more than 40% growth is possible in FY26. The entire sector will benefit from China+1. Among Nomura’s top picks in this sector DIXON, VOLTAS AND CROMPTON Includes names of. Nomura has given a buy opinion on DIXON and has given a target of Rs 22256 for this stock. Whereas a buy opinion has been given for VOLTAS with a target of Rs 2142. At the same time, he has given a buy opinion on Crompton and has given a target of Rs 460.
Consumer Staples Outlook
Nomura says volume growth in the consumer staples sector may continue to slow. However, premium product demand may increase. HUL, ITC, Marico Preferred brand in the sector. While giving buy opinion on MARICO, Nomura has given a target of Rs 760 for it. Gave buy advice for HUL with a target of Rs 3100. While giving Buy rating on ITC, a target of Rs 575 has been given for it.
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