Anand Rathi: Infra Sector  Making A Return From The Covid-19 Pandemic 
Workers use cranes to unload pipes from a truck at the National Highway  near the Indirapuram township in Ghaziabad, Uttar Pradesh, India (Photographer T. Narayan/Bloomberg)

Anand Rathi: Infra Sector Making A Return From The Covid-19 Pandemic 

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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.

Anand Rathi Report

The returning execution efficiency/profitability notwithstanding, the yet continuing impact of the Covid-19 triggered disruption is a manifestation of realigned priorities, and cost checks put in place.

The continuing healthy awarding, recent additional relief measures under Atmanirbhar Bharat 3.0 and steps taken to make the hybrid annuity model more conducive indicate that policy-makers retain focus on the sector and are quick to facilitate and address any disruptions.

These efforts are appreciated and augur well for better times ahead. Consequently, we retain our long-term constructive view but still chose to remain selective.

With this, we present our Q2 FY21 review and recent tendering/awarding trends.

Click on the attachment to read the full report:

Anand Rathi Infra Monthly Update.pdf

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This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the brokerage and do not represent the views of BloombergQuint.

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