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23 Aug 2022
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Consumer Durables
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ICICI Securities Limited
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Sector Update
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The tile & bathware companies under our coverage reported better-than-expected revenue/EBIDTA performance in Q1FY23 aided by continued strong demand from tier-2, tier-3 & below cities.
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19 Jul 2022
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Consumer Durables
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Axis Direct
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Sector Update
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Q1FY23 - Earnings Preview - Consumer Durables
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08 Jul 2022
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Consumer Durables
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ICICI Direct
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Sector Update
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07 Jul 2022
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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06 Jul 2022
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Consumer Durables
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ICICI Securities Limited
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Sector Update
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Copper, steel and aluminium prices have corrected 21%, 19% and 36%, respectively, in the past three months. We expect the decline in input prices to provide margin tailwinds in H2FY23. We believe it will also provide a much-needed breather from raising selling prices after increasing prices by 20%+ in the past two years.
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04 Jul 2022
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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30 Jun 2022
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Consumer Durables
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Edelweiss
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Sector Update
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Following a sharp rally post the RussiaUkraine conflict, prices of most commodities, such as crude, copper, aluminum, steel and palm oil, corrected 17%40% from the top.
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28 Jun 2022
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Consumer Durables
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ICICI Direct
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Sector Update
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15 Jun 2022
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Consumer Durables
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BOB Capital Markets Ltd.
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Sector Update
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Currency Outlook: Rupee slips to a record-low: What to make of it? WPI: WPI remains elevated
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02 Jun 2022
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Consumer Durables
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BOB Capital Markets Ltd.
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Economy Update
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Currency Outlook: Pressure on INR. Monthly Strategy Wrap: Mixed outlook. Consumer Durables: FY22 Review Margin gains elusive
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