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We are pleased to announce a weekly column, Investment Trends, by Mahesh Vyas as a part of the CapEx service.

A separate menu option "Investment Trends" is added in the main menu bar of the service. All Investment Trends articles by Mahesh will be available from this menu option.

Mahesh will write about the emerging trends in investments in the country as he sees them in investments related news and in the data generated by the CapEx database. It will be an effort at deriving a slightly macro picture from news and data.

His column will appear every Thursday. The first column was posted on 20 April 2017.

CMIE STATISTICS
Unemployment Rate
Per cent
5.8 -0.1
Consumer Sentiments Index
Base September-December 2015
96.0 -0.2
Consumer Expectations Index
Base September-December 2015
96.2 -0.3
Current Economic Conditions Index
Base September-December 2015
95.5 0.0
Quarterly CapeEx Aggregates
(Rs.trillion) Jun 17 Sep 17 Dec 17 Mar 18
New projects 2.50 1.22 1.34 2.91
Completed projects 0.87 1.24 1.11 1.35
Stalled projects 2.68 0.69 0.88 3.41
Revived projects 0.23 0.34 0.22 0.24
Implementation stalled projects 0.76 0.78 0.71 1.05
Updated on: 21 Jun 2018 8:20PM
Quarterly Financials of Listed Companies
(% change) Jun 17 Sep 17 Dec 17 Mar 18
All listed Companies
 Income 9.6 7.9 11.9 10.7
 Expenses 9.9 9.0 13.0 17.3
 Net profit -19.8 -18.0 -14.3 -78.4
 PAT margin (%) 5.3 5.5 4.8 1.4
 Count of Cos. 4,512 4,498 4,488 4,231
Non-financial Companies
 Income 10.2 8.2 13.3 12.4
 Expenses 10.5 8.1 12.3 13.0
 Net profit -25.1 -6.0 13.1 1.4
 PAT margin (%) 5.2 6.2 6.4 6.8
 Net fixed assets 9.2 11.9
 Current assets 78.6 8.4
 Current liabilities 11.0 10.7
 Borrowings 10.4 1.4
 Reserves & surplus 5.2 8.1
 Count of Cos. 3,480 3,467 3,471 3,281
Numbers are net of P&E
Updated on: 21 Jun 2018 8:21PM
Annual Financials of All Companies
(% change) FY15 FY16 FY17 FY18
All Companies
 Income 5.6 1.8 5.8 15.1
 Expenses 5.7 1.9 5.8 21.9
 Net profit 0.0 -9.8 26.7 -75.8
 PAT margin (%) 3.0 2.8 3.5 1.5
 Assets 9.5 10.1 7.2 16.3
 Net worth 8.5 11.3 6.9 11.2
 RONW (%) 5.8 4.9 5.9 2.0
 Count of Cos. 25,972 24,188 21,604 134
Non-financial Companies
 Income 4.8 0.9 5.6 12.1
 Expenses 5.0 0.3 5.9 11.6
 Net profit -8.2 19.5 21.8 12.2
 PAT margin (%) 2.0 2.4 3.0 11.7
 Net fixed assets 13.3 17.3 6.3 23.3
 Net worth 7.0 12.0 5.6 6.5
 RONW (%) 4.6 5.1 6.0 15.0
 Debt / Equity (times) 1.1 1.1 1.0 0.3
 Interest cover (times) 1.9 1.9 2.1 11.5
 Net working capital cycle (days) 66 65 62 -24
 Count of Cos. 21,193 20,267 18,054 92
Numbers are net of P&E
Updated on: 20 Jun 2018 12:40PM