Sector Consumer Durables - Latest news, views and updates

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

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

Dabur India expects to see sequential recovery, actively exploring strategic acquisitions: Chairman Mohit Burman

SECTOR | 09 Jul 2025

Business Line

Persistent rise in food inflation impacted FMCG consumption in FY25, the company said

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

KEI Industries PL Capital's Top Stock Pick In Consumer Durable Sector; Q1 Results Preview

SECTOR | 09 Jul 2025

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.

SECTOR | 09 Jul 2025

Consumer Apr-Jun'25 Earnings Preview Mild recovery underway

by Prabhudas Lilladhar

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.

Alert

TVS Industrial & Logistics Parks lists 1,300 cr worth InvIT on NSE

SECTOR | 08 Jul 2025

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.

Susim Mukul Datta - the magician of mergers and a corporate titan

SECTOR | 05 Jul 2025

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

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

Dabur India: FMCG sector saw sequential demand recovery in June quarter

SECTOR | 04 Jul 2025

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.

SECTOR | 04 Jul 2025

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

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...