Consumer Durables - Is Another Round Of Pre-Buying On Offer: Motilal Oswal
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Motilal Oswal Report
The uptrend in commodity prices continued into Q4 FY21, pointing towards another round of likely price increases across key product categories.
We assess the impact from a higher commodity pricing environment along with other key points below:
- Key commodities witness a sequential uptrend
- Consumer electricals tend to defend margins; White goods could witness margin headwinds
- Possibility of another round of strong pre-buying
- Inventory levels slightly higher than normal, but not a major concern
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