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
We recently hosted seven corporates and four experts in our virtual conference series 2021 across AlcoBev, retail and hotel sectors.
Alcohol-beverages companies highlighted of positive business momentum above pre Covid-19 levels in Indian-made-foreign liquor in prestige and above category, country liquor and bulk extra neutral alcohol businesses. Raw material prices have also been benign QoQ/YoY though risk of inflation persist on account of government’s ethanol blending policies.
Retail companies and mall-owners showed signs of enthusiasm on account of vaccination and re-opening of economy. Recovery time-frame post second wave of Covid-19 is shorter with sharper rebound.
Hotel company sounded cautiously optimistic with hopes to achieve pre Covid-19 Ebitda in FY23 and FY24 being a growth year.
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