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A lower GST rate sets the stage for a demand revival in consumer durables
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The company is strategically investing in enhancing its manufacturing capabilities through backward integration across product categories, ensuring greater efficiency and cost optimisation
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Havells, which sells air conditioners under the Lloyd brand, said slower consumer offtake in March and April is likely to impact first-quarter primary sales, despite strong channel stocking earlier in anticipation of a hot summer.
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Revenue growth remains strong; however, margins were impacted due to a change in the product mix
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Focus on the premium product portfolio and a revival in the lighting business will be key growth drivers
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The companies have indicated that demand in the cooling and water segment would remain strong, led by the infrastructure, industrial, and real estate sectors.
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Focus on the premium product portfolio and revival in lighting business will be key growth drivers
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The company is strategically investing in enhancing its manufacturing capabilities through backward integration across product categories, ensuring greater efficiency and cost optimisation
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FMCG and Consumer Durable stocks fell today, extending the losses to 2nd day, after the initial Budget euphoria. The two sectoral indices were among the only losers even as Nifty and Sensex jumped.
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Analysts expect companies like Hindustan Unilever, ITC, Dabur and Nestle to directly benefit from the consumption boost.
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The industry had been hoping for more money in the hands of people through tax relief and job-creation initiatives, to revive consumption.
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FM Nirmala Sitharaman announced that no income tax will be payable on income up to Rs 12 lakh, boosting consumption stocks.
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Consumer goods and durables makers want more money in the hands of people, and the government to spend for job creation
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Budget 2025 for Consumer Durables Sector: Market experts and industry players are hoping that the scope of the Production Linked Incentive (PLI) scheme is broadened in the Budget.
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The company is strategically making investments to enhance its manufacturing capabilities through backward integration across product categories, ensuring greater efficiency and cost optimisation
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Focus on premium product portfolio amid festive season and the revival in lighting will be key growth drivers
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Consumer durables and wires and cables segments continue to perform, supported by the rural recovery and rebound in government spending
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Morgan Stanley is optimistic on Havells, Polycab, and Voltas, while taking a cautious stance on Crompton Greaves and Bajaj Electricals.
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The contract manufacturer’s outlook is bright as it continuous to focus on diversifying the revenue mix
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While the company sustains its growth trajectory in RAC, the improvement in EMP business boosts earnings
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Simplified compliance, a focus on R&D, and efficient supply chain management are crucial for the success of the consumer durables sector.
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Analysts predict that a key focus of the Budget will be enhancing rural income, which would indirectly stimulate demand for consumer durables.
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Recovery contingent on monsoon, lower inflation and Budget
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The ongoing government-led capex thrust, rural recovery, and focus on premiumisation are all likely to be contributors to the rally in the durables index.
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In the March quarter, air conditioners were the best performing consumer durables category, with the industry growing in excess of thirty percent.
