Marketsmith flags Q4FY26 trend reversal; Trent, V2 Retail, Vishal Mega Mart to lead retail rebound
Mayuresh Joshi of Marketsmith expects inventory rationalisation to ease from the March quarter, unlocking volume, margin and earnings recovery across retail, banks, NBFCs, FMCG and insurance. Trent, V2 Retail and Vishal Mega Mart are named as key retail beneficiaries.
What happened
Trent · Marketsmith's Mayuresh Joshi expects trend reversal from March quarter across retail, banks, NBFCs, FMCG and insurance as inventory rationalisation
Why this matters
A cyclical retail rebound window opens strategic M&A optionality—scout sub-scale regional value retailers and inventory-stressed targets before multiples re-rate on the Q4FY26 recovery narrative.