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...
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Crompton Consumer (Q3FY24): Crompton 2.0 Showcases Initial Promise. Maintain BUY
ECD segment continued to outperform peers (9M: Crompton +13% vs +1/+9/+9% of Havells/Orient/V-Guard) while the trend of declining lighting revenue...
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Valuation of Indices: All Indices and Most Sectors in the Overheated Zone
Over the last year, the key benchmark indices Nifty 50, Nifty Midcap 100 and Nifty Small-Cap 100 have delivered returns of 22%, 56% and 66%...
378 Views
Consumer Durables: Revival on the Cards?
Most consumer durable categories (excl Wires & Cables) have endured a rather difficult 12-18 months on the back of inflation-led pressure on demand...
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Consumer Durables - Likely Similar Print, Festive Season Delays to Impact
The sector has seen various challenges over the last few quarters due to (1) unseasonal rains in peak summer months; (2) weak consumer sentiment,...
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