Corporate India Is Carrying Less Inventory

Everyone is watching demand. Very few are watching inventory levels. Across several sectors, companies have become far more disciplined with inventory management compared to previous cycles. Lower inventory means less working capital locked up, stronger cash flows and a quicker response when demand picks up. This could benefit sectors with efficient supply chains such as consumer durables, electronics manufacturing and industrials. Companies like $DIXON , $POLYCAB , $ABB and $TITAN are worth tracking.