Crompton Consumer (Q4FY24): Strong Core Portfolio Performance. Maintain BUY
Crompton’s core portfolio (standalone), in line with its Crompton 2.0 strategy, continued to report strong performance as revenue/EBITDA/PAT grew...
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Crompton Consumer: BGAL to Be a Near-Term Drag. Maintain BUY
We met the management of Crompton which reiterated its commitment to an absolute profit-led growth mindset. The summer season has started on a...
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Crompton Consumer (Q3FY24): Crompton 2.0 Showcases Initial Promise. Maintain BUY
ECD segment continued to outperform peers (9M: Crompton +13% vs +1/+9/+9% of Havells/Orient/V-Guard) while the trend of declining lighting revenue...
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Consumer Durables & EMS: Summer Season Drives Demand Uptick
With the country witnessing an intense heatwave, demand for consumer durables in 1Q was largely led by cooling products which witnessed inventory...
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Consumer Durables & EMS (Q4FY24 Results Preview): Summer portfolio to shine
With consumer sentiment witnessing a gradual improvement, rising temperatures and the expectation of a hot summer season are expected to support...
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