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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HSIE Results Daily: Havells India, Mphasis, Voltas
Havells India: Havells’ Q2FY24 print was below expectation as revenue grew by 6% vs an expectation of 11%. Sluggish consumer demand and the...
297 Views
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,...
330 Views
Consumer Durables: Unchanged demand trend, margin likely bottoming out
With Q2 being one of the weakest quarters for the industry, neither is there any real sequential improvement seen in B2C demand environment, nor...
311 Views
Consumer Durables: Recovery visible on growth and margin
The growth was largely led by C&W categories, which grew by 29% YoY (18% four-year CAGR), given sustained momentum in domestic infra/industrial and...
369 Views