Consumer Durables - Demand Remains Strong; Margin Recovery on the Cards
Aggregate revenue three-year CAGR at 10%: Our appliances coverage universe is expected to deliver three-year revenue CAGR of 10% YoY in Q1FY23 (vs....
324 Views
Crompton Consumer: Demand Softness in the near Term. Maintain BUY
We have reduced our FY25-27 earnings estimates by 2-3% to account for near-term weakness. We roll forward to Sep’26 EPS and assign a 40x multiple...
543 Views
Crompton Consumer - Demand Softness in the near Term
We have reduced our FY25-27 earnings estimates by 2-3% to account for near-term weakness. We roll forward to Sep’26 EPS and assign a 40x multiple...
459 Views
Crompton Consumer (Q4FY24): Strong Core Portfolio Performance. Maintain BUY
Crompton’s core portfolio (standalone), in line with its Crompton 2.0 strategy, continued to report strong performance as revenue/EBITDA/PAT grew...
526 Views
Crompton Consumer: BGAL to Be a Near-Term Drag. Maintain BUY
We met the management of Crompton which reiterated its commitment to an absolute profit-led growth mindset. The summer season has started on a...
353 Views