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.
Dolat Capital Report
After a lackluster H1 FY21 and Q1 FY22 that were impacted by pandemic, Q2 FY22 witnessed healthy recovery led by pent-up demand and festivity. The trend continued until first-half of Q3 FY22. However, softening of post-festive demand coupled with Covid-19 scare has dampened the sentiment. This is across the sectors viz. Alcohol-beverage, retail, media and hotels and especially in later three.
Telecom was least impacted by Covid-19 and is likely to register healthy QoQ improvement in revenues (4-6%) led by notable tariff increase of 20% from end November 2021 further aided by modest subscriber additions and marginal flow-through of tariff increases in certain segments of post-paid and pre-paid plans in earlier quarters.
AlcoBev especially Indian-made foreign liquid as a category is likely to register growth in prestige and above.
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