Q4FY23 - Consumer Durables Preview
While the overall consumer durables demand during the quarter stood moderate, the seasonal products such as fans, coolers, and AC witnessed some...
366 Views
India Electronic Manufacturing Services - Growth, Risks and Valuations
India EMS - opportunity, risks, valuations - strong earnings growth phase can't be built into perpetuity, valuations, therefore should be based on...
425 Views
Q3FY23 Preview - Tepid Sentiments Lead to Moderate Demand
The demand moderated post the uptick in the festival season and associated discount incentives. However, an uptick was seen in seasonal categories...
395 Views
Consumer Durables - Q2FY23 - Earnings Preview
Demand trends: The demand for Cables & Wires has been healthy across residential, industrial, and infrastructure segments.
365 Views
Consumer Durables: Margin Pressure Continues; Growth Recovering
The industry witnessed an improvement in consumer sentiment manifested in the higher demand recovery seen in seasonal products such as ACs,...
263 Views