Neutral impactSector
Consumer durables hike prices by 5% as costs rise; HDFC Securities’ Keshav Lahoti picks Orient Electric
CNBC-TV18 1 hr ago·8 Oct 2026, 6:09 am
Consumer‑durable makers have announced a uniform 5% price increase as raw‑material and logistics costs climb. In this backdrop, HDFC Securities analyst Keshav Lahoti highlighted Orient Electric as a company likely to benefit, citing its ability to pass on higher costs and capture a larger share of the market.
The move matters because price hikes can protect profit margins, but they also test price‑sensitive demand. Orient Electric’s perceived reasonable valuation and expected market‑share gains suggest it could outperform peers if consumers accept the higher prices without a sharp drop in sales.
Investors should keep an eye on the pace of cost inflation, the company’s quarterly sales and margin trends, and any competitive response from rivals such as Crompton Greaves or LG Electronics. Updates on the firm’s earnings and guidance will indicate whether the pricing strategy is sustaining growth.
Excerpt from CNBC-TV18
Keshav Lahoti, Research Analyst-Institutional Equities at HDFC Securities expects Orient Electric to gain market share and sees as reasonably valued. He is also positive on Crompton Greaves Consumer Electricals, while maintaining a negative stance on LG Electronics India at current valuations. The views and tips…Read the original at CNBC-TV18
Affected stocks
Neutral3 stocks
Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns Orient Electric (ORIENTELEC).
- Category: Sector.
- Assessed as a significant, market-relevant update.
- Also mentions CROMPTON, LGEINDIA.
Why it matters
A meaningful update for Orient Electric worth tracking. Use the price and stock snapshot to gauge how the market is responding.
