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    C
    Consumer Durables
    SECTOR | 01 Jul 2025

    Consumer (Paints) Sector Update Improving demand marred by...

    buy
    Consumer Durables
    by Prabhudas Lilladhar
    Prabhudas Lilladhar
    We conducted channel checks of paint dealers across regions. Our interaction suggests that 1) 1Q has seen decent demand with QoQ improvement, however recovery remains slow 2) demand outlook remains positive led by lower inflation, interest rate cuts, tax reductions and normal monsoons. Asian Paints is experiencing a year-on-year decline in the West and South regions, sales in the East remained flat while north India sales trends show mid-high single digit growth. For Kansai Nerolac, the South market is weak, whereas other regions are performing well....
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 30 Jun 2025
    HUL chairman urges India Inc to drive inclusive, eco-friendy growth
    Business Standard
    India Inc must play a responsible role for "inclusive and environmentally responsible" growth of the country, even as the government is taking steps for that, said HUL Chairman Nitin Paranjpe has said. To become a developed nation, India should chart a path that prioritises economic growth alongside environmental sustainability and social progress, he said while addressing the shareholders in the 92nd AGM of the leading FMCG maker. "While the government is taking significant steps, 'India Inc.' must play a crucial role in ensuring this growth is inclusive and environmentally responsible," he said. In his speech titled Building a Winning Business in an Aspiring India', Paranjpe reflected on the evolving business landscape, noting that while India offers immense opportunities, it is equally important to address the challenges that accompany this growth. The world today is characterised by "uncertainty and chaos," however Indian economy is continuing its growth journey. "However, ami
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 30 Jun 2025
    First Global's Devina Mehra Prefers Pharma, Healthcare, FMCG  Here's Why
    First Global's Devina Mehra Prefers Pharma, Healthcare, FMCG Here's Why
    NDTV Profit
    In the recent round of portfolio rebalancing, First Global has begun increasing its exposure to FMCG sector as it is optimistic on large-cap, select high-quality mid-and small-cap names.
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 28 Jun 2025
    Retail sector's ad volumes on TV decline 10% year-on-year in 2024
    Business Line
    Consumer durables and electronics retailers, followed by clothing and apparel segments, led ad volumes in terms of share on TV for the retail sector in the past year
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 27 Jun 2025
    ITC's FMCG biz clocks in consumer spend of over 34,000 cr in FY25
    Business Standard
    Consumer spend on ITC's FMCG brands grew 4.6 per cent to over Rs 34,000 crore in FY25, with rural demand holding up despite muted growth across the broader sector
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 26 Jun 2025, 11:13PM
    Crisis is the new normal: Nestle India's outgoing CMD to successor
    Business Standard
    FMCG market stabilising now, Narayanan tells shareholders during company's AGM
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.
    FMCG giants sniff out opportunity in India's booming pet care market
    Business Line | 26 Jun 2025, 02:24PM
    C
    Consumer Durables
    SECTOR | 26 Jun 2025, 03:29PM
    DS Group aims to make Pulse candy a 1,000 cr brand by FY27: VC Rajiv Kumar
    Business Standard
    Homegrown FMCG firm Dharampal Satyapal Group expects its Pulse candy to become a Rs 1,000-crore brand in the next two years, having crossed the Rs 750-crore mark in FY25, according to its Vice-Chairman Rajiv Kumar. Dharampal Satyapal (DS) group plans to develop Pulse candy into a multi-format, multi-occasion offering by moving into adjacent product categories, new formats, and introducing regional flavors, having already made it a leading Indian ethnic confectionery brand Kumar told PTI. In 2024-25, Pulse candy sold 750 crore units priced at Re 1 each translating into a revenue of Rs 750 crore. "We are the largest player of hard-boiled candy in the country with a market share of 19 per cent, growing at 15 per cent CAGR in the last three years, at a time when the industry growth in the overall hard-boiled candy segment is 9 per cent," Kumar said. The Indian hard boiled candy market size is estimated to be around Rs 4,000 crore. Asked when the group expects Pulse candy to become a R
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 26 Jun 2025, 10:56AM
    Nestle share price up 2% as board approves bonus issue; check details
    Business Standard
    Nestle bonus issue: The FMCG major's share price gained nearly 2 per cent after its board approved bonus; check ratio, record date
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 25 Jun 2025
    CBIC prescribes uniform procedure for review, revision, and appeal against orders related to DGGI show cause notices
    Business Line
    The move is expected to benefit sectors like banking, insurance, gaming, e-commerce, real estate, and FMCG, which have faced intense scrutiny under DGGI investigations.
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.
    C
    Consumer Durables
    SECTOR | 23 Jun 2025
    NDTV Profit Pulse On June 23  Top 8 Stories At 8 P.M. Under 8 Minutes
    NDTV Profit Pulse On June 23 Top 8 Stories At 8 P.M. Under 8 Minutes
    NDTV Profit
    The FMCG sector is at risk of a price hike amid the escalating war between Israel and Iran.
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    Prabhudas Lilladhar released a Sector Update report for Consumer Durables on 22 Sep, 2025.
    FMCG Firms Brace For Price Hikes; Margins Hit As Middle East Unrest Fuels Oil Surge
    NDTV Profit | 23 Jun 2025 1 more
    FMCG majors reconnect with kiranas as quick-commerce squeeze deepens
    Business Standard | 23 Jun 2025
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