Earnings Vs Multiples: PE re-rating far outweighs earning upgrades
After a meteoric rise of benchmark indices in FY24, the bull run continues unabated in FY25, notwithstanding general election-led market volatilities
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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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HSIE Results Daily: Ambuja Cement, Havells India, Dabur, ACC
During Q4FY24, consolidated volumes rose 17% YoY owing to the low base and ramp-up of recently acquired Sanghi plants. Weak pricing across markets...
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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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Consumer Durables: Revival on the Cards?
Most consumer durable categories (excl Wires & Cables) have endured a rather difficult 12-18 months on the back of inflation-led pressure on demand...
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