Consumer Durables - Is Another Round Of Pre-Buying On Offer: Motilal Oswal
Refrigerators stand on display at a store in Houston, Texas. (Photographer: Aaron M. Sprecher/Bloomberg)

Consumer Durables - Is Another Round Of Pre-Buying On Offer: Motilal Oswal

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.

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

Click on the attachment to read the full report:

ConsumerDurables-20210315-MOSL-SU-PG006.pdf

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