Motilal Oswal: Corporate India Doubles Down On Cost Control
Index graphs run across a computer screen on the investment floor at Aviva Investors, in London, U.K. (Photographer: Jason Alden/Bloomberg News)

Motilal Oswal: Corporate India Doubles Down On Cost Control

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.

Motilal Oswal Report

In the recently concluded Q2 FY21 results, both Nifty and our universe reported broad-based earnings beat, leading to healthy 9-10% earnings upgrades in FY21 estimates for both sets of aggregates.

One of the key and defining features of this performance was the better-than expected focus on cost mitigation measures, apart from demand recovery and a healthy tailwind from gross margin expansion.

In this note, we analyse the cost components in slightly greater detail and highlight various elements pertaining to these.

Click on the attachment to read the full report:

Motilal Oswal India Strategy 251120.pdf


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