Building Materials - Tiles, Pipes Segments Face Cost Headwinds
In Q1FY23, we expect volumes of both tiles and plastic pipe companies to moderate QoQ. However, given last year’s low base, we expect a strong...
316 Views
Real Estate and Ceramics - Residential Demand Remains Strong; Commercial Demand in Recovering Phase
Demand for residential real estate continued to remain strong in 1QFY23 while a sharp recovery is expected in rental assets (malls/offices) as the...
475 Views
Building Materials (Q4FY22 Results Preview): Healthy demand
In Q4FY22, we expect both tiles and plastic pipe companies’ volumes to grow YoY, despite the high base Despite earlier cost pass-through, we...
246 Views
Channel Insight #31 - Building Products (RM Supplier, Manufacturer, Retailer, Dealer)
Continuing our focus on building products, for this Insight, we speak to RM supplier, a manufacturer, retailers and dealers to understand the...
390 Views
India Real Estate Stocks: Putting the Cart Before the Horse
India’s BSE-Realty index rallied 133% over CY2017 on the theme of RERA induced consolidation and low interest rates Telling signs of poor demand...
346 Views