Consumer Durables & EMS: Decoding Q1FY25 Trends
In Q1FY25, the consumer durables aggregate revenue grew by 21% YoY (+16% 2-yr CAGR). The growth was driven by the summer portfolio (room AC, air...
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HSIE Results Daily: Indian Oil Corporation, Dixon Technologies, Kalpataru Projects International
Our REDUCE rating on Indian Oil Corporation (IOCL), with a target price of INR 163, is premised on margin pressure due to increasing petchem...
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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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Electronics Manufacturing Services: In the Infancy of Multi-Year Growth Story
To elevate India as a premier global destination for electronics manufacturing, the government has implemented a comprehensive set of incentives...
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Q2FY24 - Consolidated Earnings Preview
Cables & Wires demand was buoyant during the quarter, though the overall demand for consumer durables remained moderate.Dixon
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