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08 Oct 2022
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Consumer Durables
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ICICI Direct
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Sector Update
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06 Oct 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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Expect modest 12% YoY topline growth and flattish net profit for our consumer durables coverage
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04 Oct 2022
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Consumer Durables
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Prabhudas Lilladhar
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Sector Update
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30 Sep 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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Positive momentum in housing and jobs creation augurs well for long-term demand of consumer durables
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26 Sep 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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Vedanta-Foxconn semiconductor JV a key long-term positive for consumer durables sector as it marks the onset of local semiconductor supply
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22 Sep 2022
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Consumer Durables
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ICICI Securities Limited
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Sector Update
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While we model EBITDA margin expansion for the sector in H2FY23 due to steep correction in input prices.
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21 Sep 2022
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Consumer Durables
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ICICI Securities Limited
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Sector Update
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MRF Paints, a 100% subsidiary of MRF Ltd, has a 0.7% share of the paint market in India in FY22 and is largely focused on the southern region of the country.
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09 Sep 2022
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Consumer Durables
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ICICI Direct
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Sector Update
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07 Sep 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 repainting cycle is shrinking rapidly. The consumers want to repaint their houses even if there are smaller functions such as birthdays.
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24 Aug 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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Consumer durables sector to post sustained volume growth of 5-14% over five years, per Crisil. ACs to grow fastest at ~14%, TVs slowest at ~5%
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