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...
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Consumer Durables & EMS: Decoding Q1FY25 Trends
In Q1FY25, the consumer durables aggregate revenue grew by 21% YoY (+16% 2-yr CAGR). The growth was driven by the summer portfolio (room AC, air...
384 Views
Consumer Durables & EMS: Summer Season Drives Demand Uptick
With the country witnessing an intense heatwave, demand for consumer durables in 1Q was largely led by cooling products which witnessed inventory...
299 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...
483 Views
Consumer Durables & EMS (Q4FY24 Results Preview): Summer portfolio to shine
With consumer sentiment witnessing a gradual improvement, rising temperatures and the expectation of a hot summer season are expected to support...
270 Views