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...
310 Views
India Consumer Discretionary: On the Ground Signals of a Growth Slowdown
Consumer finance and durable makers allude to weak demand in 4QFY18In its recent meeting with analysts, Bajaj Finance Ltd (BAF IN) (BAF)- India’s...
139 Views
Indian Consumer Durables Sector Wrap - Q3-FY18 & 9M-FY18 Performance Wrap of 13 Companies
Indian Consumer Durables Sector - Q3-FY18 & 9M-FY18 Performance Wrap with Valuations and Outlook13 Companies covered -Havells India Ltd (HAVL...
347 Views
India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
280 Views
India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 2/2)
Cooling products- Blue Star stands out; industry revenues flat YoY. Symphony takes a big knock. Building materials- Channel de-stocking hurts...
162 Views