BQ Blue's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer BloombergQuint's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
IDBI Capital Report
We expect Q3 FY22E earnings season to be mixed bag. Sector wise bank, IT, oil and gas, paints and few mid cap results to be better whereas cement, fast moving consumer goods, metal sector results to be weak versus what was envisaged at the start of Q3 FY22.
Lately, economic indicators points to pick up in economic activity. And thus management commentary is to be watched, as Q4 FY22 contributes ~35% of annual revenue of corporate India.
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