Nomura has cautioned that rising wheat prices may lead to substitution towards rice and this could broaden food price inflation. Consumers shifting to rice could also lead to a depletion in stockpiles, trigger restrictions by key producers for domestic food security reasons and lead to higher rice prices over time. At present, with ample global rice inventory, the situation is in control. Farmers and the Indian government are banking on the monsoon to keep rice production, inventories and food inflation at a manageable level. Nomura expects food inflation to remain elevated through 2022, averaging over eight per cent on an annual basis up from 3.7 per cent in 2021.
References | ||
|
Unemployment Rate (30-DAY MVG. AVG.) Per cent |
|
8.0 | +1.3 |
Consumer Sentiments Index Base September-December 2015 |
|
68.4 | +0.8 |
Consumer Expectations Index Base September-December 2015 |
|
67.6 | +0.9 |
Current Economic Conditions Index Base September-December 2015 |
|
69.7 | +0.7 |
Updated on : 24 Jun 2022 12:00AM |
(Rs.trillion) | Jun 21 | Sep 21 | Dec 21 | Mar 22 |
---|---|---|---|---|
New projects | 2.94 | 3.26 | 3.53 | 5.91 |
Completed projects | 0.71 | 1.28 | 2.76 | 1.15 |
Stalled projects | 0.33 | 0.28 | 0.06 | 0.30 |
Revived projects | 1.14 | 0.39 | 2.07 | 0.28 |
Implementation stalled projects | 0.64 | 0.26 | 0.65 | 0.07 |
Updated on: 25 Jun 2022 8:28PM |
(% change) | Jun 21 | Sep 21 | Dec 21 | Mar 22 |
---|---|---|---|---|
All listed Companies | ||||
Income | 42.3 | 27.5 | 23.4 | 21.6 |
Expenses | 41.8 | 26.7 | 21.3 | 20.5 |
Net profit | 140.6 | 55.3 | 35.4 | 32.8 |
PAT margin (%) | 8.9 | 9.6 | 9.0 | 9.1 |
Count of Cos. | 4,564 | 4,690 | 4,733 | 4,508 |
Non-financial Companies | ||||
Income | 61.1 | 35.7 | 29.1 | 25.9 |
Expenses | 62.4 | 36.0 | 28.8 | 26.6 |
Net profit | 195.2 | 59.5 | 19.0 | 12.9 |
PAT margin (%) | 8.4 | 8.8 | 7.5 | 7.9 |
Net fixed assets | 4.9 | 2.2 | ||
Current assets | 10.8 | 15.3 | ||
Current liabilities | 0.8 | 11.7 | ||
Borrowings | 12.1 | 3.7 | ||
Reserves & surplus | 12.4 | 11.5 | ||
Count of Cos. | 3,336 | 3,387 | 3,428 | 3,280 |
Numbers are net of P&E | ||||
Updated on: 25 Jun 2022 8:28PM |
(% change) | FY20 | FY21 | FY22 |
---|---|---|---|
All Companies | |||
Income | 0.6 | -1.1 | 13.6 |
Expenses | 0.4 | -3.4 | 10.5 |
Net profit | -4.4 | 72.2 | 58.0 |
PAT margin (%) | 2.0 | 4.5 | 10.9 |
Assets | 9.0 | 9.7 | 9.3 |
Net worth | 4.8 | 11.7 | 9.9 |
RONW (%) | 3.4 | 6.9 | 13.5 |
Count of Cos. | 32,455 | 29,998 | 539 |
Non-financial Companies | |||
Income | -1.2 | -2.3 | 26.3 |
Expenses | -1.0 | -4.4 | 25.6 |
Net profit | -20.8 | 63.5 | 42.2 |
PAT margin (%) | 2.2 | 4.2 | 13.8 |
Net fixed assets | 11.2 | 2.0 | -1.9 |
Net worth | 2.2 | 10.7 | 11.2 |
RONW (%) | 4.7 | 8.0 | 22.6 |
Debt / Equity (times) | 1.2 | 1.0 | 0.3 |
Interest cover (times) | 1.9 | 2.5 | 10.3 |
Net working capital cycle (days) | 81 | 85 | 16 |
Count of Cos. | 25,743 | 23,675 | 386 |
Numbers are net of P&E | |||
Updated on: 20 Jun 2022 11:46AM |