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...
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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...
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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...
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India Consumer Durables: On the Ground Signals of Sales Slowdown in Anticipation of GST
Consumer AC sales down 20% YoY in MayIn a recent interview, management of Hitachi Home & Life Solutions India Ltd. (JCHAC IN) indicated that...
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India Consumer Discretionary: Key Takeaways from 4QFY17 Performance
Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure Paints- Demand still weak, price hikes delayed but margins...
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