INDIA SECTOR

Q1 FY 2013

Editorial  Will small/midcaps outperform? In seasonally favourable period, well-performing small/midcaps normally outperform largecaps	Cover Story  Q1 of FY 2023 Expects festival demand boost Profitability to improve with easing of commodity prices from the peak of March 2022
IPO Centre  Tamilnad Mercantile Bank 100 years old retail bank Strong asset quality and diversified loan book, but regional concentration and legal matters are challenges	Sector  Banking Solid beginning for FY2023 Earnings to remain resilient, with traction in loan growth, better margins, improving asset quality and stable credit cost
Sector  Automobiles On acceleration mode Margin to expand on softer inputs and better volumes	Sector  Capital Goods Healthy order backlog Order inflow on infrastructure and private sector capex
Sector  Cement Cost inflation to moderate Infra push by Government to be demand driver	Sector  Paints Demand buoyancy Improvement in margin to continue
Sector  Oil Refineries Dismal performance Weak marketing performance dents profitability	Sector  Software Attrition to moderate Spends to focus on cloud computing and digital
Sector  Steel Falling exports Higher realization offset by higher coal cost, lower volumes	Market watch  Market Report The Fed’s compulsion A US central bank determined to bring down CPI from 8.5% to its target of 2% by continuing its monetary tightening, runaw...
Corporate Scoreboard  All important financial and market data of 2000 companies, on consolidated-first priority basis, classified under leading sectors.	Bulletin  Corporate action by companies
Archives of Ideas  Archive of interesting ideas, with new ideas added every fortnight.	Stock Watch Idea  An interesting idea worth tracking.
Market watch  Market Report The Fed’s compulsion A US central bank determined to bring down CPI from 8.5% to its target of 2% by continuing its monetary tightening, runaw...	Capitaline Corner  Spotlight on our choicest idea.