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Listen "India QSR: Cyclical Upturn Underway"
Episode Synopsis
This podcast from a Goldman Sachs report analyzes the Quick Service Restaurant (QSR) sector in India, highlighting a potential cyclical upturn that began in 3QFY25. The report notes that QSR players are regaining market share in the delivery channel, with dine-in sales also recovering. This improvement is attributed to value initiatives by QSR companies and the easing of geopolitical impacts, as well as recent income tax cuts expected to further boost demand.
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