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Market cues · 03:25 pm
Themes / Consumer Durables

Consumer Durables

Appliances, cooling, fans, lighting, cables, and white goods.

Consumer DurablesAuto-built

Theme scorecard

Measures whether this idea is investable today by blending cohort quality, valuation cushion, and price momentum. It is a research filter, not advice.

Build portfolio from this theme
Theme
23
Stretched
Quality
13
Valuation
20
Momentum
50
Positive MoS
20%
P/E 62.6 · ROCE 19%
Curated research view

Consumer Durables

A focused investor view: high-conviction names first, then small/micro exposure only as controlled satellite risk. Live U-Score and MoS still come from the current database.

64/100
Theme score
Moderate
Investability
39.2
Live avg U
-481.0%
Live avg MoS

High-conviction shortlist

#1DIXON
Dixon Technologies (India) Limited
60
U
MidMoS -6.4%Piotroski 7/9
#2POLYCAB
Polycab India Limited
56
U
MidMoS -18.1%Piotroski 8/9
#3BLUESTARCO
Blue Star Limited
50
U
MidMoS +22.8%Piotroski 8/9
#4HAVELLS
Havells India Limited
50
U
MidMoS +6.4%Piotroski 8/9
#5CROMPTON
Crompton Greaves Consumer Electricals Limited
34
U
SmallMoS -1207.7%Piotroski 7/9
#6ORIENTELEC
Orient Electric Limited
33
U
SmallMoS -520.9%Piotroski 7/9
#7WHIRLPOOL
Whirlpool of India Limited
31
U
SmallMoS -400.6%Piotroski 7/9
#8BAJAJELEC
Bajaj Electricals Limited
28
U
MicroPiotroski 3/9
#9AMBER
Amber Enterprises India Limited
27
U
SmallMoS -95.8%Piotroski 7/9
#10VOLTAS
Voltas Limited
23
U
MidMoS -2108.5%Piotroski 7/9

Curated company map

Names from the curated theme note. Solid chips are present in the live tagged cohort; dashed chips need tag review, ticker verification, or may be indirect/unlisted exposure.

10/10 live tagged
HAVELLSCROMPTONDIXONVOLTASBLUESTARCOWHIRLPOOLBAJAJELECORIENTELECAMBERPOLYCAB

Investment thesis

Urbanisation, replacement demand, cooling products, electrification, energy-efficient appliances, and PLI support drive consumer durables.

1-2 year outlook: Constructive. Brand, distribution, and manufacturing scale matter most.
Recommended allocation: 5-8%.

Key triggers

  • Strong summer demand
  • Rate cuts and consumer finance
  • White goods PLI
  • Premium smart appliances

Major risks

  • Interest-rate sensitivity
  • Copper/steel/plastic inflation
  • Aggressive competition
  • Rural slowdown
Small, micro, and SME names should be opt-in exposure. Suggested filters: U-Score above 65, positive MoS, Piotroski 7+, debt/equity below 0.8, promoter pledge below 10%, and enough traded value to exit without slippage.

Thesis

A data-generated Consumer Durables basket from tagged stocks. It tracks replacement demand, premiumisation, and white-goods manufacturing.

  • ▸Cooling demand
  • ▸Consumer financing
  • ▸Raw material volatility

Top picks · ranked by U-Score within this cohort

#1DIXONMid
Dixon Technologies (India) Limited
Industrials
UNDERVALUED

Auto-included from the Consumer Durables tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -6.4%Piotroski: 7/9ROCE: 42%P/E: 48.4D/E: 0.21
60
U-Score
₹11616.00
Open →
#2POLYCABMid
Polycab India Limited
Industrials
FAIR VALUE

Auto-included from the Consumer Durables tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -18.1%Piotroski: 8/9ROCE: 34%P/E: 53.5D/E: 0.02
56
U-Score
₹9644.50
Open →
#3BLUESTARCOMid
Blue Star Limited
Consumer
FAIR VALUE

Auto-included from the Consumer Durables tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: +22.8%Piotroski: 8/9ROCE: 21%P/E: 57.3D/E: 0.24
50
U-Score
₹1571.10
Open →

Full cohort

HAVELLSMid
Havells India Limited
Consumer
FAIR VALUE

Auto-included from the Consumer Durables tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: +6.4%Piotroski: 8/9ROCE: 25%P/E: 42.3D/E: 0.03
50
U-Score
₹1150.50
Open →
CROMPTONSmall
Crompton Greaves Consumer Electricals Limited
Consumer
WATCHLIST

Auto-included from the Consumer Durables tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -1207.7%Piotroski: 7/9ROCE: 18%P/E: 49.3D/E: 0.07
34
U-Score
₹260.45
Open →
ORIENTELECSmall
Orient Electric Limited
Power
WATCHLIST

Auto-included from the Consumer Durables tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -520.9%Piotroski: 7/9ROCE: 20%P/E: 35.9D/E: 0.12
33
U-Score
₹176.49
Open →
WHIRLPOOLSmall
Whirlpool of India Limited
Consumer
OVERVALUED

Auto-included from the Consumer Durables tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -400.6%Piotroski: 7/9ROCE: 11%P/E: 31.5D/E: 0.02
31
U-Score
₹777.00
Open →
BAJAJELECMicro
Bajaj Electricals Limited
Consumer
OVERVALUED

Auto-included from the Consumer Durables tag. Use the scorecard and metrics to decide whether it fits your thesis.

Piotroski: 3/9ROCE: 3%D/E: 0.10
28
U-Score
₹312.15
Open →
AMBERSmall
Amber Enterprises India Limited
Consumer
OVERVALUED

Auto-included from the Consumer Durables tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -95.8%Piotroski: 7/9ROCE: 10%P/E: 138.0D/E: 0.62
27
U-Score
₹7730.00
Open →
VOLTASMid
Voltas Limited
Consumer
OVERVALUED

Auto-included from the Consumer Durables tag. Use the scorecard and metrics to decide whether it fits your thesis.

MoS: -2108.5%Piotroski: 7/9ROCE: 9%P/E: 107.0D/E: 0.16
23
U-Score
₹1300.50
Open →
The rationale above is editorial — the ranking uses our U-Score engine so the names you see first are the strongest fundamentals fit, not the most popular or most-mentioned. Re-rank yourself if you weigh valuation or quality differently. All information is for study purposes only — consult your financial advisor before investing.