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Consumer Durables Channel Check - Geographical Trends Across All Consumer Durables: Dolat Capital

Consumer Durables Channel Check - Geographical Trends Across All Consumer Durables: Dolat Capital

<div class="paragraphs"><p>An employee works on an outdoor unit of a split system air conditioner in India. (Photographer: Prashanth Vishwanathan/Bloomberg)</p></div>
An employee works on an outdoor unit of a split system air conditioner in India. (Photographer: Prashanth Vishwanathan/Bloomberg)

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

The general outlook for consumer durables is neutral, based on our channel check across dealers in various regions.

Although demand was good during the festive season, it has been slowing down since.

However, the demand trend is expected to turn around by the end of January which is also the start of season for RACs.

Prices have stabilised for most products but dealers expect a round of price hikes around late December / early January.

Inventory levels are stable, in line with demand, but dealers have not been stocking up in anticipation.

Click on the attachment to read the full report:

Dolat Capital Consumer Durables Channel Check December 13.pdf

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