Copper and Aluminium Surges Pressure Consumer Durables Margins

Copper, aluminium, and plastic-like materials became much more expensive in July, August, and September.

These materials are used to make many appliances and electronic products.

Higher costs can make it harder for companies to earn profits.

Companies may raise prices, but that could affect how much people buy.

Nomura expects sales at many appliance companies to grow, partly because prices are higher and last year was a weak comparison.

Demand for premium products stayed steadier than demand for cheaper products.

The report also expects different companies to have different results.

It sees Nykaa and Avalon as possible outperformers, while several others may fall short of market expectations.