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Dolat Capital Report
The Q1 FY23 earnings will be most watched for-
impact of raw material inflation on businesses,
demand environment where we have been observing varying trends,
operating levers that the corporates believe can be used to protect margins,
capex visibility as we set for the post Covid but geopolitically sensitive era.
The markets have built in margin and demand softening to a fair extent, however if this level of realignment is good enough or does it worsen from here will be the big question we will be trying to get answers to.
Our coverage universe (155 companies, excluding banks and metals) is projected to show revenue growth of 26% YoY for Q1, while operating profits are projected to grow as 17%.
The margin headwinds for sectors like autos, cement and staples are the biggest of negative impact on the operating performance.
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