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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.
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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.
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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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