BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Dolat Capital Report
Havells India Ltd. is reaping the benefit of the post Covid-19 shift to organised players and this has not weakened yet. The lower rung players are unable to come back with supply chain and sourcing challenges. The underlying theme of real estate revival and premiumisation remain.
Focus is now of rural markets with products and distributing aligning for this.
Near term, Havells India expects demand to remain strong going into H2. It has taken price hikes of 10-15% calendar year to-date across products.
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