RBI to hike rates in August but no consensus on quantum: Reuters' poll

A poll of nearly 63 economists conducted by Reuters between 25 July 2022 and 1 August 2022 showed that economists expect the Reserve Bank of India (RBI) to raise its repo rate in August 2022. However, there was no consensus on the size of the move given the absence of any clear guidance from the central bank. While 26 economists voted for a 50 basis point (bps) hike to 5.40 per cent, another 20 predicted a 35 basis point hike. Another 14 expect 25 basis point hike, while remaining three voted for 40 bps increase in repo rate.

References
1. https://www.business-standard.com/article/finance/rbi-to-raise-rates-in-august-but-no-consensus-on-size-of-hike-report-122080200152_1.html
CMIE STATISTICS
Unemployment Rate (30-DAY MVG. AVG.)
Per cent
7.7 +0.7
Consumer Sentiments Index
Base September-December 2015
71.1 -0.5
Consumer Expectations Index
Base September-December 2015
69.7 -0.8
Current Economic Conditions Index
Base September-December 2015
73.3 0.0
Quarterly CapEx Aggregates
(Rs.trillion) Sep 21 Dec 21 Mar 22 Jun 22
New projects 3.39 3.94 7.78 4.23
Completed projects 1.28 2.76 1.26 1.07
Stalled projects 0.28 0.08 0.28 0.25
Revived projects 0.39 1.98 0.32 0.28
Implementation stalled projects 0.26 0.65 0.09 0.08
Updated on: 19 Aug 2022 8:28PM
Quarterly Financials of Listed Companies
(% change) Sep 21 Dec 21 Mar 22 Jun 22
All listed Companies
 Income 27.5 23.4 20.9 40.6
 Expenses 26.7 21.3 19.9 42.0
 Net profit 55.8 35.4 31.1 20.8
 PAT margin (%) 9.6 9.0 9.0 7.4
 Count of Cos. 4,696 4,742 4,615 4,494
Non-financial Companies
 Income 35.6 29.1 24.9 50.7
 Expenses 35.9 28.7 25.7 53.9
 Net profit 59.4 19.1 11.3 7.8
 PAT margin (%) 8.8 7.5 7.8 6.0
 Net fixed assets 4.9 2.1
 Current assets 10.9 15.2
 Current liabilities 0.8 11.7
 Borrowings 12.2 3.6
 Reserves & surplus 12.4 11.4
 Count of Cos. 3,384 3,428 3,347 3,282
Numbers are net of P&E
Updated on: 19 Aug 2022 8:28PM
Annual Financials of All Companies
(% change) FY20 FY21 FY22
All Companies
 Income 0.6 -1.0 23.3
 Expenses 0.4 -3.2 21.6
 Net profit -5.8 73.3 56.0
 PAT margin (%) 2.0 4.4 9.8
 Assets 9.0 9.9 10.4
 Net worth 4.8 11.7 13.2
 RONW (%) 3.4 6.8 13.8
 Count of Cos. 32,624 30,686 2,465
Non-financial Companies
 Income -1.1 -2.0 31.4
 Expenses -0.9 -4.1 30.9
 Net profit -22.0 64.3 53.5
 PAT margin (%) 2.2 4.0 8.9
 Net fixed assets 11.2 2.2 4.3
 Net worth 2.1 10.7 14.0
 RONW (%) 4.6 7.8 17.2
 Debt / Equity (times) 1.2 1.0 0.6
 Interest cover (times) 1.9 2.4 6.5
 Net working capital cycle (days) 82 86 51
 Count of Cos. 25,818 24,102 1,800
Numbers are net of P&E
Updated on: 12 Aug 2022 10:17AM