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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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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Containerisation: Prerequisite to Efficient Inter-Modal and Multi-Modal Transportation in India
Containerisation of generalised cargo in India is stated to be only about 22%, a very low figure compared to the 80% in developed nations. The...
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