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ICICI Securities Report
Earnings yield curve and earnings growth curve indicate an inverse correlation between the two factors, thereby reflecting a largely rational behaviour (higher the growth expectations, lower the yield).
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We have considered the largest player within each industry for calculating the yield (consensus FY24E) and growth expectations (consensus FY22E-FY24E compound annual growth rate) as they are the bellwethers of their respective sectors.
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Also, being large caps, their price discovery is much better as is the quality of consensus estimates; this avoids the noise created by idiosyncratic cases of outlier growths and yields.
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