尽管2025年的结果好坏参半,但全球公司依然致力于印度的增长,并列举了长期潜力和不断上升的竞争。
Global firms stay committed to India’s growth despite mixed 2025 results, citing long-term potential and rising competition.
根据Investec股票公司的报告,尽管2025年业绩好坏参半,但全球公司仍然致力于将印度作为一个关键的增长市场。
Global firms remain committed to India as a key growth market despite mixed 2025 performance, according to an Investec Equities report.
快速服务餐馆、消费品和饮料等部门的公司都引述了印度的长期潜力和改善基本面。
Companies in sectors like quick service restaurants, consumer goods, and beverages cite India’s long-term potential and improving fundamentals.
Yum Brands认为KFC有扩张的余地,而Unilever和Hindisstan Unilever则报告说市场份额和需求都比较强劲。
Yum Brands sees room for KFC expansion, while Unilever and Hindustan Unilever report stronger market share and demand.
在饮料中,可口可乐的装瓶投资在Q4中下降,与Varun Beverages的强劲执行形成对比,这有可能提升其市场份额。
In beverages, Coca-Cola’s bottling investment declined in Q4, contrasting with Varun Beverages’ strong execution, potentially boosting its market share.
快速商业正在迅速增长,亚马逊现在超过预期,而Flipkart在30多个城市经营,尽管两者都是顶尖的。
Quick commerce is growing rapidly, with Amazon Now exceeding expectations and Flipkart operating in over 30 cities, though both trail top players.
印度初创企业的竞争日益激烈,促使全球公司加速增长战略。
Rising competition from Indian startups is pushing global firms to accelerate growth strategies.