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 Consumer Durables: On the Ground Signals of Sales Slowdown in Anticipation of GST
Consumer AC sales down 20% YoY in MayIn a recent interview, management of Hitachi Home & Life Solutions India Ltd. (JCHAC IN)Â indicated that...
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India Consumer Discretionary: Key Takeaways from 4QFY17 Performance
Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure Paints- Demand still weak, price hikes delayed but margins...
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India Consumer Discretionary: Blue Star 4QFY17- Passed the Demonitization Hump
Grows consumer AC volume 32% YoY in FY17 against 20% growth of overall industry Grows consumer AC revenues 27% YoY indicating competitive pressure...
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India Consumer Discretionary: Blue Star- Multi Year Opportunity
India’s second largest air conditioning (AC) player in a barely penetrated market offering a very long runway for growth. Beneficiary of the high...
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