NIBRI rises to 105.1 in week ending 10 October

The Nomura India Business Resumption Index (NIBRI) marginally rose to 105.1 in the week ended 10 October 2021 from 105 in the previous week. The brokerage is of the view that the current rise is more broad-based. Of the underlying fast-frequency indicators, power demand rose by 0.7 per cent during the week ended 10 October compared to the preceding week, while labour participation rate increased to 40.4 per cent from 39.2 per cent. The Apple driving index and the Google mobility index, rose by four pp each. But, workplace mobility fell by two pp. Nomura cautioned that if power outages become more widespread, then industrial output could suffer in the near term, while higher energy costs may squeeze firms’ margins and add to consumer price inflation.

References
1. https://economictimes.indiatimes.com/news/economy/indicators/power-outages-risk-to-growth-add-to-retail-inflation-nomura/articleshow/86933053.cms
CMIE STATISTICS
Unemployment Rate (30-DAY MVG. AVG.)
Per cent
7.7 +0.4
Consumer Sentiments Index
Base September-December 2015
58.2 +0.3
Consumer Expectations Index
Base September-December 2015
60.6 0.0
Current Economic Conditions Index
Base September-December 2015
54.3 +0.8
Quarterly CapEx Aggregates
(Rs.trillion) Dec 20 Mar 21 Jun 21 Sep 21
New projects 1.50 2.20 2.55 1.11
Completed projects 0.87 1.17 0.73 0.93
Stalled projects 0.30 0.26 0.32 0.03
Revived projects 0.15 0.22 0.12 0.19
Implementation stalled projects 0.20 0.32 0.25 0.21
Updated on: 24 Oct 2021 3:28PM
Quarterly Financials of Listed Companies
(% change) Dec 20 Mar 21 Jun 21 Sep 21
All listed Companies
 Income 1.6 14.9 41.9 27.2
 Expenses 0.1 7.3 42.1 27.6
 Net profit 58.3 326.2 124.9 34.3
 PAT margin (%) 8.4 8.9 8.9 14.5
 Count of Cos. 4,451 4,364 4,352 320
Non-financial Companies
 Income 0.1 17.4 60.7 34.9
 Expenses -0.7 10.5 62.8 36.7
 Net profit 52.4 221.6 179.7 36.9
 PAT margin (%) 8.8 9.1 8.4 13.8
 Net fixed assets 2.3 8.9
 Current assets 4.4 28.6
 Current liabilities 0.8 9.7
 Borrowings -4.3 8.9
 Reserves & surplus 11.9 13.0
 Count of Cos. 3,299 3,252 3,251 233
Numbers are net of P&E
Updated on: 24 Oct 2021 3:28PM
Annual Financials of All Companies
(% change) FY19 FY20 FY21
All Companies
 Income 13.3 0.2 -1.7
 Expenses 13.6 0.2 -4.3
 Net profit 15.2 -10.4 50.0
 PAT margin (%) 2.1 2.1 7.3
 Assets 9.8 8.5 12.9
 Net worth 8.5 4.5 13.7
 RONW (%) 3.8 3.5 9.0
 Count of Cos. 32,100 31,012 5,853
Non-financial Companies
 Income 14.0 -1.7 -4.1
 Expenses 14.2 -1.4 -6.2
 Net profit 21.2 -21.2 37.6
 PAT margin (%) 2.9 2.3 6.8
 Net fixed assets 5.6 10.0 2.6
 Net worth 7.9 2.1 11.6
 RONW (%) 6.4 4.9 9.9
 Debt / Equity (times) 1.0 1.1 0.7
 Interest cover (times) 2.3 1.9 3.7
 Net working capital cycle (days) 74 81 70
 Count of Cos. 25,659 24,739 4,261
Numbers are net of P&E
Updated on: 19 Oct 2021 1:55PM