Crompton Consumer: Demand Softness in the near Term. Maintain BUY
We have reduced our FY25-27 earnings estimates by 2-3% to account for near-term weakness. We roll forward to Sep’26 EPS and assign a 40x multiple...
366 Views
Crompton Consumer - Demand Softness in the near Term
We have reduced our FY25-27 earnings estimates by 2-3% to account for near-term weakness. We roll forward to Sep’26 EPS and assign a 40x multiple...
330 Views
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...
377 Views
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...
258 Views
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...
380 Views