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Dolat Capital Report
Stocks to Buy - Our top picks are Havells, Amber Enterprises, CG Consumer and Polycab.
We remain positive on the consumer durable and EMS space. Q3 began on a positive note owing to the festive season, which is expected to boost demand for non-summer categories. As channel inventories are at reasonable levels, momentum in room AC is expected to continue in H2.
Furthermore, demand environment in cables and wires continues to remain strong with better revenue growth and margins expected in H2 FY25. Healthy order book and strong industry tailwinds should augur well for EMS companies.
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