Havells: Weak Demand, Unorganized Gaining Market Share, Rising Input Cost Muddies Water for Durables
Havells India Ltd (HAVL IN) says real estate construction activity is subdued on the back of demonetization and RERA, impacting switchgear,...
125 Views
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,...
304 Views
India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 1/2)
Consumer Durables- Excellent April and May drives beat. Paints- De-stocking impacts volumes, GST’s anti-profiteering clause puts lid on near-term...
232 Views
Crompton Consumer and Havells: Contrasting Strategies and Implications on Growth
Crompton Greaves Consumer Electricals (CROMPTON IN) defends margins at the expense of growth Havells India Ltd (HAVL IN) defends growth at the...
275 Views
India: GST's Impact on 1QFY18 Corporate Performance
1QFY18 impact in the run up to GST implementation Consumer electrical leader Havells India Ltd (HAVL IN) saw single digit revenue growth and sharp...
289 Views