We are seeing a structural shift in India's consumer sector, with capital increasingly flowing towards specialised, high-growth categories rather than traditional consumption themes. Businesses operating in wellness, premium personal care, nutrition and digital-first consumer brands are attracting disproportionate investor interest as changing consumer preferences create new growth opportunities. Companies are also using acquisitions more strategically to expand into adjacent categories and strengthen their portfolios. We expect these emerging consumer themes to continue shaping investment and deal activity in the sector.
Naveen Malpani
Partner and Healthcare Industry Leader, Grant Thornton Bharat