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...
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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...
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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...
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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 Electrical: Key Takeaways from 4QFY17 Results
Crompton chooses to defend margins while competitors chase growth Crompton claims it grew in line with end consumption; it claims competitors...
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