India Consumer Discretionary: Key Takeaways of 2QFY18 Results

India Consumer Electrical: Key Takeaways from 4QFY17 Results

India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 1/2)

V-Guard 4QFY17- Strong Growth, Lower Margins; GST Springs Negative Surprise

Value investor- India mid & small caps

Bhaskar Chakraborty

Thematic (Sector/Industry)

India Consumer discretionary / Thematic (Sector/Industry)

<ul><li><strong>Cooling products- </strong>Blue Star stands out; industry revenues flat YoY. Symphony takes a big knock.</li><li><strong>Building materials- </strong>Channel de-stocking hurts growth, restocking slow as channel remains impacted. Players say government’s affordable housing projects unattractive owing to poor margins.</li></ul>

Cooling products- Blue Star stands out; industry revenues flat YoY. Symphony takes a big knock.Building materials- Channel de-stocking hurts growth, restocking slow as channel remains impacted. Players say government’s affordable housing projects unattractive owing to poor margins.

India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 2/2)