New Delhi, June 3 -- Demand elasticity in the consumer durable sector is likely to be tested in FY27 as sharp input cost inflation forces consumer durables companies to push through steep price hikes of 10-20 per cent. With the sector already grappling with weak volumes in wires & cables and room ACs in 4QFY26, the brokerage flags pricing power versus volume growth as the key monitorable ahead.

The outlook remains mixed across sub-segments, with solar-linked categories and lighting likely to hold up better than ACs and wires in the near term, according to a brokerage report by Kotak Securities.

According to Kotak Securities, 4QFY26 was a "mixed bag" for the durables space. The brokerage noted that commodity tailwinds drove strong earnin...