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...
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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...
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Long Term Compounders: Decadal Economic Trends Present Opportunities
India’s GDP is expected to double from its current level of USD 3.57trn (in FY24E) to USD 7trn in 2030. This will be a result of inherent...
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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...
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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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