Sector Capsule - Indian Ceramic Tiles & Sanitaryware
In this note we review the q3-FY18 and 9M-FY18 performance of the following listed companies in the Indian Ceramic Tiles and Sanitaryware Industry...
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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 GST Roll Out- On the Ground Update from Wholesale Markets in Mumbai
We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables,...
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India Discretionary: GST Roll Out Update
Organized sector makes smooth transitionAfter stopping dispatches for up to two weeks in the run up to GST, several organized players across major...
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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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