The Narrative | Q1 FY22 | India Household Durables - AMBER, BJE, CROMPTON, SYML, TTKPT
The objective of "The Narrative" is to aid us in assessing management commentary, which we can further connect with ground reality via primary checks.
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Bajaj Electricals: One off Expenses Drag EBITDA Margin
Bajaj Electrical's business portfolio spans across s consumer products (CP) and EPC (illumination, power transmission and power distribution). CP...
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Bajaj Electricals
Bajaj's CP EBIT margin increased 190 bps YoY to 8.7% in Q4 (up 320 bps YoY to 9.6% in FY21) led by price hikes and higher operating leverage. On...
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Beyond the Street | Demand Drivers for Electronic Consumer Durables Insights from the Ground
Given Indian's demographic dividend of a young working population with rising incomes, the consumer discretionary sector warrants attention. In...
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Indian Consumer Durables - FY18 - Sector-Wrap
12 Companies covered -Havells India Ltd (HAVL IN), Voltas Ltd (VOLT IN), Blue Star Ltd (BLSTR IN), Bajaj Electricals Ltd (BJE IN), Ttk Prestige Ltd...
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