Sector Consumer Durables - Latest news, views and updates

William Grant & Sons India appoints Kartik Mohindra as new MD

SECTOR | 15 Jul 2025

Business Line

Kartik joins the business with over 26 years of experience as a senior leader in marketing and sales primarily in the alcohol, beverage and FMCG sectors

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.

Avoid IT for now, wait for green shoots before re-entering: Ambareesh Baliga

SECTOR | 15 Jul 2025

Economic Times

Ambareesh Baliga suggests the market downside is limited, projecting a range between 24,800 and 26,200, influenced by potential US-India tariff agreements. He anticipates positive surprises in the BFSI, FMCG, consumer durables, and specialty chemical sectors, driven by tax cuts and the China plus one strategy. Baliga recommends a cautious approach, favoring sectors showing 'green shoots' over immediate bottom fishing.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.

Reliance Consumer Products launches Campa in Nepal through Chaudhary Group partnership

SECTOR | 14 Jul 2025

Business Line

RCPL, the FMCG arm of Reliance Industries Ltd, acquired Campa in 2022 and reintroduced it to India in 2023; The brand, originally founded over 50 years ago, has already established its presence in GCC countries before expanding to Nepal

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.

The Golden Thumbrule: Is it time to exit? Aniruddha Sarkar's playbook for spotting sector wear and tear

SECTOR | 14 Jul 2025

Economic Times

Aniruddha Sarkar discusses the cyclical nature of market sectors, highlighting the fall from grace of once-favored industries like paints, IT, and FMCG due to valuation excesses, margin pressures, and structural fatigue. He emphasizes the importance of monitoring earnings support for valuations, using the PEG ratio as a key metric for timing exits, and suggests exploring under-the-radar sectors for new opportunities.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.

Marico expects digital-first brands to reach 2.5x of the FY24 exit run-rate by FY27

Business Line | 13 Jul 2025

Havells, Dixon, PG Electroplast Nirmal Bang's Top Stock Picks In Consumer Durables; Q1 Results Preview

SECTOR | 14 Jul 2025

NDTV Profit

Nirmal Bang remains positive on Havells in the consumer durable segment along with PG Electroplast and Dixon in the EMS segment

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.

SECTOR | 14 Jul 2025

Q1FY26E Consumer Sector Preview

by Deven Choksey

Deven Choksey

Consumption trends in Q1FY26E remained uneven, with rural markets continuing to outperform urban counterparts. Improved monsoon sentiment and widespread distribution of government-sponsored benefits supported rural demand, which remained resilient across staples and personal care categories.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.

Alert

Urban consumers ditch labels, rural shoppers stick to big FMCG brands

SECTOR | 12 Jul 2025

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

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.

ETMarkets Smart Talk | IT sector set for 2H25 comeback backed by low base, global tailwinds: Ambit Capital

SECTOR | 11 Jul 2025

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.

Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 15 Sep, 2025.

Mount Everest Breweries appoints Vinod Babu Gas CEO

SECTOR | 10 Jul 2025

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