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    Consumer Durables
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    C
    Consumer Durables
    SECTOR | 12 Jul 2025, 04:53PM
    Urban consumers ditch labels, rural shoppers stick to big FMCG brands
    Business Standard
    Urban India is embracing unbranded and digital-first products, while rural consumers continue to prefer trusted FMCG brands as companies tweak strategies to serve both markets
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 04 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 11 Jul 2025, 09:01AM
    ETMarkets Smart Talk | IT sector set for 2H25 comeback backed by low base, global tailwinds: Ambit Capital
    ETMarkets Smart Talk | IT sector set for 2H25 comeback backed by low base, global tailwinds: Ambit Capital
    Economic Times
    Ambit Capital suggests India's IT sector is poised for a revival in late 2025, driven by seasonality and global tech demand. The market favors large-caps and stock pickers due to muted returns and rising concentration. Experts recommend defensive sectors like FMCG, Pharma, and IT, emphasizing quality and low volatility stocks amid slowing earnings growth and a cyclical slowdown.
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 04 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 10 Jul 2025
    Mount Everest Breweries appoints Vinod Babu Gas CEO
    Business Line
    With over 19 years of experience in the FMCG and alcoholic beverages sector, Babu will lead MEBL's overall business operations and growth agenda
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 04 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 09 Jul 2025
    Dabur India expects to see sequential recovery, actively exploring strategic acquisitions: Chairman Mohit Burman
    Business Line
    Persistent rise in food inflation impacted FMCG consumption in FY25, the company said
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 04 Jul, 2025.
    HDFC Securities bets on FMCG, IT ETFs amid sectoral rebound; details
    Business Standard | 09 Jul 2025 6 more
    FMCG could see earnings upgrade, but valuation still a concern: Nitin Bhasin
    Economic Times | 08 Jul 2025
    ITC vs HUL vs Dabur: Which is the best bet among these FMCG major shares?
    Business Standard | 08 Jul 2025
    Improved consumption trends bring cheer to FMCG counters
    Economic Times | 08 Jul 2025
    2 top stock recommendations from Rajesh Bhosale
    Economic Times | 07 Jul 2025
    FMCG industry records 7.32% value growth in June quarter
    Business Line | 07 Jul 2025
    FMCG shares in focus; HUL, Dabur, Bajaj Consumer rally up to 8%; here's why
    Business Standard | 07 Jul 2025
    C
    Consumer Durables
    SECTOR | 09 Jul 2025
    KEI Industries  PL Capital's Top Stock Pick In Consumer Durable Sector; Q1 Results Preview
    KEI Industries PL Capital's Top Stock Pick In Consumer Durable Sector; Q1 Results Preview
    NDTV Profit
    Consumer Durable Q1 Results Preview: PL Capital continues positive view on W&C companies driven by healthy domestic demand, expanding market opportunities etc.
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 04 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 08 Jul 2025
    TVS Industrial & Logistics Parks lists 1,300 cr worth InvIT on NSE
    Business Standard
    TVS Industrial & Logistics Parks on Tuesday announced the listing of its InvIT TVS Infrastructure Trust on the National Stock Exchange, raising over Rs 1,300 crore. According to the company, TVS Infrastructure Investment Trust issued 2,000 crore units, out of which units worth Rs 1,300 crore were subscribed by marquee global and domestic investors. The offering comprised a fresh issue of Rs 1,050 crore and an offer-for-sale of Rs 250 crore by an existing unitholder, it said. The Infrastructure Investment Trust (InvIT) offers a well-diversified tenant base of over 30 clients from various sectors, such as e-commerce, automotive, FMCG, electronics, pharmaceuticals, and manufacturing. Less than 50 per cent of its rental income comes from its top 10 tenants, ensuring stability and risk diversification, the company said. The InvIT has been seeded with approximately 11 million sq ft of warehousing and industrial assets valued at around Rs 3,000 crore, drawn from TVS ILP's broader 20...
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 04 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 05 Jul 2025
    Susim Mukul Datta - the magician of mergers and a corporate titan
    Business Line
    The man who steered HUL from the control raj to the liberalised era, making it a big FMCG powerhouse no more
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 04 Jul, 2025.
    FMCG Makers See Weather Impact On Topline Growth In June Quarter
    NDTV Profit | 05 Jul 2025 4 more
    FMCG makers see impact of erratic weather on topline growth in Q1FY26
    Business Standard | 05 Jul 2025
    FMCG makers see weather impact on topline growth in Jun quarter
    Business Line | 05 Jul 2025
    Results preview: Rising rural demand may reflect in FMCG firms' Q1 showing
    Business Standard | 04 Jul 2025
    Godrej Consumer Q1 Update: FMCG Major Expects Strong Quarter With Double-Digit Revenue Growth
    NDTV Profit | 04 Jul 2025
    C
    Consumer Durables
    SECTOR | 04 Jul 2025
    Dabur India: FMCG sector saw sequential demand recovery in June quarter
    Business Line
    Dabur's consolidated revenues to grow in low-single-digits on account of impact of shorter summer on beverage business
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 04 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 04 Jul 2025

    Consumer Durables Apr-Jun'25 Earnings Preview Muted RAC performance,...

    buy
    Consumer Durables
    by Prabhudas Lilladhar
    Prabhudas Lilladhar
    (Cu up 3.5%/3.9% & Al up 2.9%/3.9% in May'25/Jun'25). Cables are expected demand, though realizations were impacted by raw material price fluctuations to outpace wires in Q1FY26 due to stronger demand from industrial and infrastructure segments. We estimate Havells/ Polycab /KEI/RR Kabel to see...
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    Alert  
    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 04 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 03 Jul 2025
    India launches anti-dumping probe into paperboard imports from Indonesia
    Business Standard
    The commerce ministry's arm DGTR has initiated an anti-dumping probe into the import of multi-layer paperboard from Indonesia following a complaint by domestic players. The Indian Paper Manufacturer Association has filed the application on behalf of the domestic industry before the Directorate General of Trade Remedies (DGTR) for the initiation of an anti-dumping investigation concerning imports of "Virgin Multi-layer Paperboard" originating in or exported from Indonesia. The applicant has alleged that the industry is impacted due to the dumped imports. The product is used in the packaging of pharmaceuticals, FMCG products, food and beverages, electronics, high-end cosmetics, liquor, book covers, and publishing. According to the DGTR's notification, the applicant has provided prima facie evidence with respect to the injury suffered by the domestic industry due to the dumped imports. "The authority hereby initiates an anti-dumping investigation to determine the existence, degree an
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 04 Jul, 2025.
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