印度消费部门显示,尽管行业业绩好坏参半,但是在FMCG和珠宝增长的带动下,26财政年度第3季度印度消费部门逐渐复苏。 India's consumer sector shows gradual recovery in Q3 FY26, led by FMCG and jewellery growth despite mixed sector performance.

印度的消费部门预计将在26财政年度第三季度逐渐恢复,其驱动因素是FMCG的年同比增长6.6%,原因是通货膨胀减缓、重新供应和农村情绪改善,数量增长率接近4%。 India's consumer sector is expected to recover gradually in FY26's third quarter, driven by FMCG growth of 6.6% year-on-year due to easing inflation, restocking, and improved rural sentiment, with volume growth near 4%. 首饰部分将取得优异成绩,顶级球员报告收入增长超过40%,尽管数量微乎其微,黄金价格猛涨近70%,婚礼和节日需求强劲。 The jewellery segment is set to outperform, with top players reporting over 40% revenue growth despite muted volumes, fueled by a nearly 70% surge in gold prices and strong wedding and festival demand. 预计Titan和Kalyan珠宝商将通过扩大商店规模获得市场份额。 Titan and Kalyan Jewellers are expected to gain market share through store expansion. 其他部门的结果好坏参半:油漆可能增长3.4%,鞋类性能不同,零售商面临增长温和,快餐店仍然受到压力,尽管大庆食品工作可能优于业绩。 Other sectors show mixed results: paints may grow 3.4%, footwear performance varies, retailers face growth moderation, and quick-service restaurants remain under pressure, though Jubilant FoodWorks may outperform. 总体前景是谨慎乐观的,复苏预计将在今后几个季度得到加强。 Overall outlook is cautiously optimistic, with recovery expected to strengthen in coming quarters.