Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Consumer Analyst / Channel Surveillance Specialist

ASA Capital Management

ASA Capital Management is a boutique Research and Investment Advisory firm focusing on primary research in India. ASA provides bespoke research services to Institutional Clients with a focus on due diligence backed with primary research, Field Trips & Channel Checks.

Thematic (Sector/Industry)

<p>Given Indian's demographic dividend of a young working population with rising incomes, the consumer discretionary sector warrants attention. In this insight, based on our interactions with channels on the ground, we attempt to understand what is really driving demand for electronic consumer durables (ECD), a sub-sector under consumer discretionary. Have unorganised players disappeared post GST? What is leading to premiumisation? What drives value for urban and rural customers? What is driving replacement and upgrade cycles? Which brand leads in which category? and is Indian ECD space a earnings growth or a margin expansion story? Our checks visit to unorganised and organised retail include dealers of <a href="https://www.smartkarma.com/entities/9158" target="_blank" data-smartkarma-citation="entities:9158:1">Havells India (HAVL IN)</a> , <a href="https://www.smartkarma.com/entities/24046" target="_blank" data-smartkarma-citation="entities:24046:1">Crompton Greaves Consumer Electricals (CROMPTON IN)</a> , <a href="https://www.smartkarma.com/entities/3254" target="_blank" data-smartkarma-citation="entities:3254:1">V Guard Industries (VGRD IN)</a> &amp; <a href="https://www.smartkarma.com/entities/27791" target="_blank" data-smartkarma-citation="entities:27791:1">Orient Electric Ltd (ORIENTEL IN)</a></p>

Given Indian's demographic dividend of a young working population with rising incomes, the consumer discretionary sector warrants attention. In this insight, based on our interactions with channels on the ground, we attempt to understand what is really driving demand for electronic consumer durables (ECD), a sub-sector under consumer discretionary. Have unorganised players disappeared post GST? What is leading to premiumisation? What drives value for urban and rural customers? What is driving replacement and upgrade cycles? Which brand leads in which category? and is Indian ECD space a earnings growth or a margin expansion story? Our checks visit to unorganised and organised retail include dealers of Havells India (HAVL IN) , Crompton Greaves Consumer Electricals (CROMPTON IN) , V Guard Industries (VGRD IN) &amp; Orient Electric Ltd (ORIENTEL IN)

Beyond the Street | Demand Drivers for Electronic Consumer Durables Insights from the Ground

India

Shakti Pumps India Limited manufactures and exports stainless steel submersible water pumps and electric motors.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Shakti Pumps (India) (SKPI IN)

Beyond the Street | Demand Drivers for Electronic Consumer Durables Insights from the Ground

Given Indian's demographic dividend of a young working population with rising incomes, the consumer discretionary sector warrants attention. In...

Pranav Bhavsar

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)