Consumer Durables - Likely Similar Print, Festive Season Delays to Impact
The sector has seen various challenges over the last few quarters due to (1) unseasonal rains in peak summer months; (2) weak consumer sentiment,...
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Consumer Durables: Unchanged demand trend, margin likely bottoming out
With Q2 being one of the weakest quarters for the industry, neither is there any real sequential improvement seen in B2C demand environment, nor...
315 Views
Consumer Durables: Recovery visible on growth and margin
The growth was largely led by C&W categories, which grew by 29% YoY (18% four-year CAGR), given sustained momentum in domestic infra/industrial and...
374 Views
HSIE Results Daily: Cummins, Devyani International, Radico Khaitan
Cummins: Cummins India Ltd (CIL) recorded the highest-ever revenue of INR 22b (+31%/+15% YoY/QoQ, in line with our estimate)
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Consumer Durables - Unseasonal Rains Add to a Volatile Demand Environment
The demand environment continues to remain volatile given rating change (fans and RAC), softness in consumer sentiment (largely bottom of the...
418 Views