India Annual Update FY18 and Outlook for FY19- Structural Reforms to Unleash the Indian Growth Story
This is the second edition of our annual update on the Indian economy and equity markets in FY18 and the outlook of the economy for FY19 and ahead....
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Kajaria Ceramics- A Key Beneficiary of the GST Led Formalisation of the Home Improvement Sector
Kajaria Ceramics is the largest tile manufacturer in India with a capacity of 69 mn sq m (msm) per annum. The company's brand is among the few...
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Sector Capsule - Indian Ceramic Tiles & Sanitaryware
In this note we review the q3-FY18 and 9M-FY18 performance of the following listed companies in the Indian Ceramic Tiles and Sanitaryware Industry...
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India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
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India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 2/2)
Cooling products- Blue Star stands out; industry revenues flat YoY. Symphony takes a big knock. Building materials- Channel de-stocking hurts...
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