New Delhi, April 9 -- The consumer durable industry is navigating a challenging period where top-line growth is likely to be offset by thinning margins and regulatory shifts. Q4FY26 is expected to be a soft quarter for the sector, due to modest demand and rising input costs, noted a report by Centrum.

The report estimated that the sector will see a 9 per cent year-on-year sales growth, reaching Rs 480 billion for the quarter. "For Q4FY26, we expect our coverage universe to see 9% YoY sales growth at Rs 480 bn while EBITDA margin is likely to fall 130 bps YoY to 9.5%, leading to 6% YoY de-growth in PAT at Rs 31 bn," the report stated.

On the margin front, the sector is likely to see "elevated pricing pressure due to rising commodity cost...