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10 Mar 2025
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Consumer Durables
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Minerva Capital Research Solutions
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Sector Update
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Demand: Est. at 4,448 tons in CY2023 (valued at $306 Bn. at average value of $1,940 per ounce) bifurcated as primarily (a) Jewellery: 49% (b) Bars & Coins: 27% (c) Central Banks: 23%
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08 Jan 2025
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Consumer Durables
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KRChoksey
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Economy Update
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Consumption trends in 3QFY25 were mixed, with staple companies expected to report a muted quarter due to sluggish urban demand, weak winter portfolio sales, and the impact of high palm oil prices on the personal-wash segment. YoY volume growth is expected to decline, while pricing pressures ease, leading to positive pricing for most companies.
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08 Jan 2025
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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09 Dec 2024
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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08 Oct 2024
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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07 Oct 2024
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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27 Aug 2024
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Consumer Durables
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KRChoksey
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Sector Update
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In Q1FY25, our coverage universe reported a healthy revenue growth of 7.1% YoY, surpassing our estimates by 0.1%. This reflects an uptick in demand and consumption trends.
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15 Jul 2024
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Consumer Durables
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KRChoksey
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Sector Update
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In Q1FY25E, we expect our coverage universe to see a healthy performance led by some improvement in volumes and stability in gross margins. We expect revenues to see a growth of 7.0% YoY (+6.7% QoQ) led by improving demand resulting in a gradual uptick in volumes aided by improvement in rural recovery.
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09 Jul 2024
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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20 Jun 2024
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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11 Jun 2024
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Consumer Durables
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KRChoksey
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Sector Update
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In Q4FY24, our coverage universe experienced a modest revenue growth of 1.8% YoY, (Est.4.2%) as demand trends remained relatively stable throughout the period. However, at the end of Q4FY24, most of the companies witnessed rural recovery, which outpaced urban growth.
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05 Jun 2024
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Consumer Durables
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Axis Direct
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Sector Update
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Top Sector Ideas - FMCG Q4FY24
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05 Apr 2024
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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22 Mar 2024
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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27 Feb 2024
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Consumer Durables
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KRChoksey
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Sector Update
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The FMCG industry has seen slower volume/ value growth in Q3FY24 compared to that seen in H1FY24. The slowdown in growth has been led by traditional trade, while modern trade has continued to see a strong growth trajectory.
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23 Feb 2024
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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22 Feb 2024
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Consumer Durables
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BOB Capital Markets Ltd.
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Sector Update
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Our consumer durables universe grew 25% YoY in Q3, once again led by demand for EMS, cables and wires
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09 Jan 2024
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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19 Dec 2023
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Consumer Durables
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BOB Capital Markets Ltd.
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Sector Update
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We followed up our Southern Sojourn with on-ground channel checks in India's eastern states of Odisha and West Bengal
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19 Dec 2023
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Consumer Durables
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BOB Capital Markets Ltd.
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Sector Update
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Consumer: Eastern Encounters Value-driven, price-conscious market
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