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Dolat Capital Report
We remain positive on the consumer durable and EMS space. We expect good demand in non-summer categories during the upcoming festival season.
Demand environment in cables and wires continues to remain strong; healthy order book and strong industry tailwinds should augur well for EMS companies.
Our top picks are Amber Enterprises, Crompton Greaves Consumer and Polycab.
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Also Read: IT Services Q1 Results Review And Outlook – Improved Near-Term Visibility: Axis Securities
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