Increased disposable income after tax cut to push quick-service restaurant sales: Goldman Sachs

The rate cut announcements in the Union Budget 2025 are expected to boost the QSR sector's sales growth from 1QFY26, according to Goldman Sachs. The sector, previously hit by high inflation and geopolitical issues, showed signs of recovery in 3QFY25 with a 4.2% YoY dine-in sales growth. Analysts foresee continued positive trends through FY26.