Indian consumer discretionary firms expected to grow revenue 23% in Q1 2026.

Indian consumer discretionary companies are projected to see strong revenue growth of about 23% in the March 2026 quarter, driven by a broad recovery in demand. The sector is expected to outperform, with the jewelry segment leading growth due to rising gold prices, while apparel and paints also show significant gains. Analysts note improving margins and consumer confidence, though challenges like supply chain issues remain.