Indian Consumer Durables - FY18 - Sector-Wrap
12 Companies covered -Havells India Ltd (HAVL IN), Voltas Ltd (VOLT IN), Blue Star Ltd (BLSTR IN), Bajaj Electricals Ltd (BJE IN), Ttk Prestige Ltd...
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Dixon Tech IPO Review - Strong Anchor Investors with Inexpensive Valuation (Very Very Relatively)
Dixon Technologies India Ltd (3201208Z IN) is raising approximately US$94m in its upcoming IPO with a mix of primary shares issue and secondary...
374 Views
Crompton Consumer and Havells: Contrasting Strategies and Implications on Growth
Crompton Greaves Consumer Electricals (CROMPTON IN) defends margins at the expense of growth Havells India Ltd (HAVL IN) defends growth at the...
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India Consumer Electrical: Key Takeaways from 4QFY17 Results
Crompton chooses to defend margins while competitors chase growth Crompton claims it grew in line with end consumption; it claims competitors...
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Crompton Consumer or V-Guard: Which Do We Prefer
Crompton Consumer (CROMPTON IN) shares a number of business attributes with its smaller rival V-Guard (VGRD IN)- namely a long growth runway on...
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