Consumer Defensive
Niit Limited (NSE: Niitltd) Appoints Anish Sarkar as Chief Executive Officer
NIIT Limited (NSE: NIITLTD) appoints Anish Sarkar as CEO, succeeding Pankaj Jathar. Sarkar’s extensive experience in technology and digital services.
NIIT Limited (NSE: NIITLTD) has appointed Anish Sarkar as its new Chief Executive Officer, effective October 14, 2026. This marks a significant leadership change as Sarkar succeeds Pankaj Jathar, who has decided to move back to Bangalore for personal reasons after two years in Gurgaon.
Extensive Experience in Technology and Digital Services
Anish Sarkar brings a wealth of experience across technology, digital services, human capital consulting, and business development. His career has been marked by driving significant growth through both organic and inorganic routes, including business expansion, portfolio development, and strategic acquisitions.
Leadership and Future Growth
Vijay Kumar Thadani, Managing Director and Vice Chairman of NIIT Limited, expressed confidence in Sarkar’s ability to drive the company’s next phase of growth. Thadani highlighted Sarkar’s combination of business-building experience, technology leadership, and proven ability to drive growth. Moreover, Rajendra Singh Pawar, Chairman of NIIT Limited, emphasized Sarkar’s distinctive blend of technology, digital, and people-centric business leadership, which will be valuable as NIIT continues to evolve its offerings and deepen its relevance to customers.
As NIIT strengthens its offerings, advances its AI-led learning and talent development initiatives, and continues to execute on its inorganic growth initiatives, Sarkar’s experience will be instrumental in building on the foundations established over the past several years.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of NIIT Limited
NIIT Limited belongs to the Consumer Defensive › Education & Training Services sector. Here’s a quick read on where the business and the stock stand today.
NIIT falls 14.2% over three months and has not found a floor yet. The PEG stands at 7.26 — severely stretched. Any earnings miss could trigger a sharp de-rating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock holds at 58% of its 52-week range with RSI at 42. In other words, neither side has a clear edge right now. Revenue grows at 4.6% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of NIIT Limited.
BAJAJCON
Bajaj Consumer Care Limited (bajajcon) Q2 FY27: Strong Growth & Margin Momentum
Bajaj Consumer Care Limited (BAJAJCON) reports strong Q2 FY27 results with consolidated revenue of INR 332.7 Cr.
Bajaj Consumer Care Limited (BAJAJCON) showcased robust financial performance in Q2 FY27, with consolidated revenue hitting INR 332.7 Cr. This marks a significant growth compared to the same period last year, driven by strong momentum across various segments.
Strong Domestic Business Performance
The domestic business continued its robust growth, recording a revenue increase of over 30% in Q2 FY27 and H1 FY27. This impressive growth was fueled by double-digit unit volume growth, with price point packs continuing to outperform and drive portfolio growth.
Growth Portfolio Scaling Up
The growth portfolio sustained its strong momentum, scaling up meaningfully and improving profitability. The coconut portfolio remained a key growth engine, benefiting from healthy consumer and trade traction. Despite deflation in coconut prices, volume growth significantly outpaced revenue growth.
Channel Performance Highlights
General Trade (GT) and Organized Trade (OT) channels delivered mid-twenties YoY growth in Q2, with OT growing ahead of GT. E-Commerce and Modern Trade continued to perform well, with Q – Com being the fastest-growing channel. International Business (IB) also sustained its strong growth, with notable performances in Nepal, GCC & Africa, and Bangladesh.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Bajaj Consumer Care Limited
Bajaj Consumer Care Limited belongs to the Consumer Defensive › Household & Personal Products sector. Here’s a quick read on where the business and the stock stand today.
Bajaj holds in the upper half of its 52-week range, a sign the market backs the stock. The PEG of 2.83 makes it expensive versus peers. The premium needs earnings to catch up quickly. No meaningful dividend — total return is entirely dependent on capital appreciation. Buyers show up with 1.6x the volume of sellers. Moreover, they dominated on 17 of recent sessions versus 13 for sellers — a healthy accumulation pattern. The stock rises -6.1% in three months on 6.7% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Bajaj Consumer Care Limited.
Consumer Defensive
Crizac Limited Launches Partner Growth Program to Aid Counselling Partners
Crizac Limited (CRIZAC) introduces the Partner Growth Program to support counselling partners with marketing, training, and branding.
Crizac Limited (NSE: CRIZAC), an AI-native student mobility platform, announced the launch of its Partner Growth Program (PGP) to assist counselling partners in expanding their businesses. The initiative, unveiled today, is designed to provide small and medium counselling businesses with marketing support, counsellor training, and professional branding, all accessible through their existing Crizac login.
Marketing and Branding Support
The Marketing Studio within PGP offers ready-to-post content, designed by Crizac and branded with partners’ names and contact details. This enables small businesses to maintain active channels and appear professional without needing a dedicated marketing team.
Structured Training and Certification
Counsellors can earn Crizac-issued certifications across study destinations at significant discounts. These certifications provide comprehensive knowledge about each country’s application, visa, loan, and other processes, allowing partners to guide students and families effectively. This reduces the time spent on marketing and training logistics, enabling more time for counselling.
Future Expansion
Crizac plans to continually add new tools, training, and benefits to PGP based on partners’ feedback. Each addition will be evaluated to ensure it helps counsellors gain a family’s trust, serve students better, and run stronger businesses.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Crizac Limited
Crizac Limited belongs to the Consumer Defensive › Education & Training Services sector. Here’s a quick read on where the business and the stock stand today.
Crizac drops 25.2% over three months and trades near its 52-week lows. The PEG of 0.22 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. D/E stands at 0.00 with a 9.86% dividend yield. Furthermore, the business records zero revenue dips and zero loss quarters in five years — a fortress balance sheet. RSI stands at 23, well into oversold territory. Yet sellers still dominated on 17 of recent sessions versus 13 for buyers, so the pressure has not fully lifted. Revenue grows at 56.0% and profits at 60.0% CAGR, with D/E of 0.00. Meanwhile, the stock dips 25.2% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Crizac Limited.
Consumer Defensive
Avenue Supermarts Limited Q2fy27: Standalone Total Revenue Up 18.4% at Rs.19,206 Crore
Avenue Supermarts Limited (DMART) announced standalone total revenue up 18.4% at Rs.19,206 crore for Q2FY27.
Avenue Supermarts Limited (NSE: DMART) announced its standalone financial results for the quarter ended September 30, 2026. The company reported a standalone total revenue of Rs.19,206 crore, marking an 18.4% year-on-year growth. The earnings before interest, tax, depreciation, and amortization (EBITDA) stood at Rs.1,403 crore, reflecting a 14.1% increase. Notably, the profit after tax (PAT) for the quarter stood at Rs.804 crore, up by 7.6% compared to the same period last year.
Key Financial Highlights
The company’s basic earnings per share (EPS) for Q2FY27 stood at Rs.12.32, as compared to Rs.11.47 for Q2FY26. Avenue Supermarts Limited has consistently focused on expanding its store network, adding 15 new stores in Q2FY27, bringing the total store count to 518. The company’s commitment to its Everyday Low Cost (EDLC) – Everyday Low Price (EDLP) strategy continues to drive its growth, offering competitive pricing to customers.
Looking Ahead
As Avenue Supermarts Limited moves forward, the company remains dedicated to enhancing operational efficiencies and delivering value to its customers. The expansion plans and strategic pricing approach are expected to further bolster its market position.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Avenue Supermarts Limited
Avenue Supermarts Limited belongs to the Consumer Defensive › Discount Stores sector. Here’s a quick read on where the business and the stock stand today.
Avenue falls 13.8% over three months and has not found a floor yet. The PEG stands at 9.74 — severely stretched. Any earnings miss could trigger a sharp de-rating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock sits at 2% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 17.1% CAGR — a respectable pace. However, the stock drops 13.8% in three months without an obvious fundamental trigger. Sector-wide pressure or a valuation re-rating can persist for longer than expected. Therefore, there is no rush to step in. Check Fundamentals of Avenue Supermarts Limited.
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