Samir Arora Flags Low Growth In Consumer Staples Amid Rising Unlisted Competition

In his conversation with Siddharth Zarabi, Group Editor, Business Today, Samir Arora, Founder Helios Capital, shares a contrarian view on the consumer sector. While consumption is seen as a steady space—even during crises like war or pandemics—Arora points out key challenges: low growth rates, intense competition from unlisted players, and saturated categories. He cautions that despite their safe-haven reputation, large consumer staples may offer limited upside.