Disappointing results; outlook remains cautious
Upcoming festive season key for RAC offtake
* Voltas (VOLT) reported a weak set of earnings, with revenue/EBITDA mis..
The Consumer Electricals sector is likely to keep growing at a CAGR of 10-12% over the next decade, led by resilient demand for products that serve ..
Prices were in consolidation since Feb 2021 marked with A-B-C. It was descent time and pricewise consolidation which took almost 7 months to complete. Price sustainabilit..
Steadily improving fundamentals
We recently interacted with the senior management of Bajaj Consumer. Despite challenging market conditions, we found the company’..
Cautiously optimistic on RAC demand recovery; maintain ADD
Valuation and view –
Strong growth momentum that was witnessed in Q4 continued in till first fortni..
Annual Report Analysis: Hitting the right chords
Our analysis of the FY21 annual reports of Havells, Crompton Greaves Consumer, Polycab, V-Guard and Orient Electric (n..
High failure rate in large appliance segment; focus on companies selling smaller appliances
The large appliances market in India is dominated by MNCs. Due to consisten..
Analysis of pressure cooker market: TTK Prestige is key beneficiary
We believe incumbents like TTK Prestige will be the key beneficiaries of the steady growth in press..
White Goods & Durables
Analysis of Fans industry – Differentiation driving realizations upwards
We believe the incumbents like Crompton, Bajaj Elec and Ha..
Below are Views on Consumer Durable sector by Mr. Amarjeet Maurya - AVP - Mid Caps, Angel Broking Ltd
During the 2HFY21, We saw strong gr..
Strong operating performance; Balance sheet strengthens
Two-year revenue CAGR came in strong at 15%, best among peers
* Revenue was up 32% YoY in 4QFY21 and was 9% ..
Market leading revenue growth
Three pointers from Q4FY21: (1) Strong consumer off-take continued from Q3FY21, likely higher revenues from E-commerce and rural markets ..
Rupee falls 10 paise to 73.94 against US dollar in early trade
Rupee strengthens against US dollar on Tuesday
Rate decision, US stimulus likely constraints to rupee's further appreciation
Rupee slips on RBI's dovish stance, 'loose' policy
Currency Squeeze: Rupee expected to weaken further
Daily Market Commentary 21 September 2021 by Mr. Siddhartha Khemka, Motilal Oswal
Mswipe's lending business appoints Tanya Chadha as Chief Operating Officer
Goa accounts for 12% of drug manufacturing in India: Chief Minister Pramod Sawant
Buy Aluminium Above 230 SL Below 228 TGT 232.50/233.50 - Axis Securities Ltd
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