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Q1 FY 2022
Corporate India remained operational for most part of Q1FY22 and numbers not only jumped off from low base of Q1FY21, but...
Pickup in economic activity, rapid vaccination, loan growth, high provision coverage ratio and healthy balance sheets
Buoyant demand but mounting cost pressure
Relatively better labour availability this year coupled with healthy OB to aid execution
Thrust on infrastructure drives demand
Awaiting recovery in rural demand from H2
Positive outlook ahead of the festive season
GRMs recovering, with marketing margins recovered
Domestic demand to recover post monsoon and easing of lockdowns
The liquidity-driven rally propels large caps but shows lack of enthusiasm for mid and small caps and new listings
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