Key Trends:

  1. Festive season demand was good (ex flood-hit South) led by online players ;
  2. In offline space, large chains like Reliance Digital and Croma kept pace with financing schemes and discounts.
  3. In a market where value discovery is becoming easier (via online) and commoditisation faster, innovative/differentiated products (IoT-enabled; Orient’s Aero series) are emerging as a more sustainable competitive advantage besides distribution; OnePlus, a key example, extended its mobiles’ reputation to TVs.
  4. Havells, Orient, Crompton and Whirlpool are listed players that will benefit from being ahead of the curve on these parameters.

Disclaimer: The above report is compiled from information available on public platforms. inChat team advises users to check with certified experts before taking any investment decisions.

Found this insight useful?

For more such insights, delivered daily in real-time for free, download the inChat app from the Play Store. Download Now!

Please share with your friends and family as well. You can also subscribe to one of our channels listed at the bottom of this page.