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04/10/2025
03/10/2025

*Consumer demand is roaring back ๐Ÿš€*

Navratri 2025 has delivered the *highest sales in more than a decade* , with volumes across *autos, electronics, and retail surging 25โ€“100% YoY.*

๐Ÿ”น *Maruti Suzuki bookings doubled*
๐Ÿ”น *Mahindra & Mahindra retail sales up 60%*
๐Ÿ”น *Haier appliances climbed 85%*
๐Ÿ”น *Retail sector demand higher by 25%*

*Whatโ€™s driving this boom?* ๐Ÿค”
โœ… *GST* cuts fueling affordability
โœ… *Premiumisation* โ€“ rising demand for SUVs, large-screen TVs, and premium handsets
โœ… *Festive season* accounting for 25โ€“35% of annual sales for many companies

Clearly, Indiaโ€™s *consumption story is entering a new phase,* where *lifestyle upgrades and discretionary spends are setting the pace for the future.*

๐Ÿ’ก *Motilal Oswal Consumption Fund NFO will be focusing on exactly these discretionary segments โ€“ autos, electronics, lifestyle, and premium goods โ€“ to capture this structural transformation in Indiaโ€™s consumption journey.*

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