03/10/2025
*Consumer demand is roaring back 🚀*
Navratri 2025 has delivered the *highest sales in more than a decade* , with volumes across *autos, electronics, and retail surging 25–100% YoY.*
🔹 *Maruti Suzuki bookings doubled*
🔹 *Mahindra & Mahindra retail sales up 60%*
🔹 *Haier appliances climbed 85%*
🔹 *Retail sector demand higher by 25%*
*What’s driving this boom?* 🤔
✅ *GST* cuts fueling affordability
✅ *Premiumisation* – rising demand for SUVs, large-screen TVs, and premium handsets
✅ *Festive season* accounting for 25–35% of annual sales for many companies
Clearly, India’s *consumption story is entering a new phase,* where *lifestyle upgrades and discretionary spends are setting the pace for the future.*
💡 *Motilal Oswal Consumption Fund NFO will be focusing on exactly these discretionary segments – autos, electronics, lifestyle, and premium goods – to capture this structural transformation in India’s consumption journey.*
