PL Capital maintains a positive view on W&C companies in the consumer durable sector due to factors like healthy domestic demand and expanding market opportunities.
Consumer durables' exports are anticipated to remain flat in Q1 FY26.
PL Capital expects KEI Industries and Polycab to outperform, with Voltas likely to underperform in sales. Polycab and RR Kabel are expected to outperform in terms of profitability.