Consumer Durables Conference Takeaways - Positive On Medium Term Outlook: Dolat Capital
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Dolat Capital Report
We hosted six corporates and four experts in our virtual conference series 2021 for the consumer durable sector.
The commentary on demand revival was positive and everyone is gearing up for a good festive season, with Onam seeing good response despite rising cases in Kerala.
The channel is still cautious on stocking with the looming threat of a third wave. This augurs well for primary sales going into the festive season.
Key end user sectors like real estate have started to improve, from a structural demand perspective.
Cost headwinds continue due to commodity and shipping costs, but further price hikes would depend on the festive demand.
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