India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
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India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 1/2)
Consumer Durables- Excellent April and May drives beat. Paints- De-stocking impacts volumes, GST’s anti-profiteering clause puts lid on near-term...
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India Consumer Electrical: Key Takeaways from 4QFY17 Results
Crompton chooses to defend margins while competitors chase growth Crompton claims it grew in line with end consumption; it claims competitors...
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V-Guard 4QFY17- Strong Growth, Lower Margins; GST Springs Negative Surprise
Grows 4QFY17 revenues 21.4% YoY on revival in post-demonetization demand in north India. Channel filling did not drive revenue growth unlike...
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India Consumer Discretionary: On-The-Ground Signals of Growth Rebound
Consumer loan applications recoverIndian consumers seem to have recovered some of their strides after the jolt of demonetization in November 2016....
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