Sector Consumer Durables - Latest news, views and updates

Consumer Durables

Sector

Watch

Consumer Durables

SECTOR | 09 Jul 2025

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.

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

Consumer Durables

SECTOR | 09 Jul 2025

Consumer Apr-Jun'25 Earnings Preview Mild recovery underway

Consumer Durables

Prabhudas Lilladhar

Deo, Instant Noodles, Juices, oral care and mass skin care remains intense. seasonally important quarter partly disrupted by unseasonal rains and operation Sindoor. Food and grocery retail continue to remain highly...

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

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...

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

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

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

FMCG Makers See Weather Impact On Topline Growth In June Quarter

NDTV Profit | 05 Jul 2025 4 more

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

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

Consumer Durables

SECTOR | 04 Jul 2025

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

Consumer Durables

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...

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

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

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

Consumer Durables

SECTOR | 03 Jul 2025

Expect sector rotation ahead; investors must stay nimble: Dhananjay Sinha

Economic Times

Dhananjay Sinha of Systematix Group suggests a cautious market outlook. Upcoming results season, tariff concerns, and US Fed rate decisions are key factors. A rotational investment strategy is advised. Focus on sectors like consumption-related ideas, non-ferrous metals, tractors, two-wheelers, agri-inputs, FMCG, and defence. Banking sector rally may slow down. Auto sector faces potential supply headwinds. Investors should be nimble.

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

Consumer Durables

SECTOR | 02 Jul 2025

FMCG firms see mild Q1 recovery; price-led growth remains subdued

Business Standard

Early monsoon dampened Q1 FY26 demand for summer-linked FMCG goods but modest volume growth and raw material easing could support a broader recovery from Q2

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

Consumer Durables

SECTOR | 01 Jul 2025

Markets headed for new highs by Diwali, says Nischal Maheshwari; calls every dip a buying opportunity

Economic Times

Market expert Nischal Maheshwari suggests investors should consider putting fresh money into the market, anticipating new highs potentially by Diwali. He highlights the potential of interest rate cuts and positive impacts of government initiatives and good monsoons on consumption. Maheshwari recommends focusing on BFSI, autos, and FMCG, particularly those catering to both urban and recovering rural consumption.

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