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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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14 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 Durables: Channel checks Premium products, wires and cables shine. Power: Focus shifting to hybrid and RTC power
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13 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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Dealers saw mixed demand across products during festive-cum-wedding season from September to November
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09 Dec 2023
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Consumer Durables
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Edelweiss
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Sector Update
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We hosted the management of seven companies in the consumption sector in our Nuvama Emerging Ideas Conference 2023,' namely Arvind Fashions, Brand Concepts, Cantabil Retail, Arvind, Parag Milk Foods,
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20 Nov 2023
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Consumer Durables
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Keynote Capitals Ltd
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Sector Update
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Industry Report
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07 Oct 2023
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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07 Oct 2023
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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22 Sep 2023
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Consumer Durables
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ICICI Securities Limited
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Sector Update
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Key takeaways from our interaction with the Chairman of Panasonic Life Solutions & SA (Mr. Manish Sharma): (1) Domestic electronic manufacturing industry is becoming cost competitive vs global peers and may expand rapidly on conducive policies, (2) white goods and durables segment size is likely to cross USD 11bn by FY25 (CAGR 11% over FY21-25), (3) domestic sourcing in RAC industry has increased multi-fold post PLI-based announcements.
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