UBS
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Background
From 7 stories, the newest dated 5 Oct 2026. Summary written 10 Oct 2026.
UBS is a brokerage whose analysts publish research on Indian consumer and internet companies, including Meesho and Kalyan Jewellers. [1] source: Business Today[2] source: Moneycontrol
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Its analyst Navin Killa commented on India's quick commerce, food delivery and value commerce battles on October 5, 2026. [3] source: Moneycontrol
On October 5, 2026, Killa said internet category positions typically settle once growth falls to about 1.5 to two times GDP growth, or roughly 15%-20% in India. [3] source: Moneycontrol UBS puts India's online market at $80 billion-$85 billion now and sees it topping $200 billion in five years, with a $6-10 billion profit pool. [4] source: Moneycontrol It puts quick commerce growth at 40%-45%. [4] source: Moneycontrol On September 11, 2026, UBS said quick-commerce competition is shifting from 10-minute delivery to assortment, availability and personalised recommendations. [5] source: The Hindu BusinessLine
On Meesho, UBS raised its target price to Rs 260 from Rs 210 in September 2026, lifting FY29-FY31 NMV forecasts by 7-18% and EBITDA forecasts by 20-40%. [6] source: Business Today[1] source: Business Today On September 19, 2026, UBS initiated coverage of Kalyan Jewellers with a Buy rating and 50% upside. [2] source: Moneycontrol It reiterated that buy rating on September 29, 2026, when the stock rose 2.5%. [7] source: Moneycontrol
Sources
Stories that mention UBS
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UBS is named in these stories but is not their subject.