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Agri-input companies posted strong results backed by high growth from the export markets as inflation worries continue to bother other sectors, but Agrochemicals puts a strong stance in this higher inflationary environment

Airtel has increased ARPU by 3.8% on QoQ basis whereas for Jio it increased by 0.85% on QoQ basis.

IT Services industry has entered a technology upcycle in 2020-2021, with Cloud migration and Digital transformation-led deals coming to the market.

Debt AUM has been degrowing from last 2 quarters for industry due to rising interest rates.

Textile Sector overview

Auto Ancillary Sector Q1 FY23 Result Analysis

Apart from Apollo Tyres, all other companies have shown a decline in margins on a QoQ basis.

Zomato Ltd. also has a grocery delivery App ‘Blinkit’ which they recently acquired on June 24, 2022, for Rs. 4447.5 cr. Before the total acquisition, Zomato had invested Rs. 741cr for Blinkit equity and Zomato has also given a loan of Rs 375cr to Blinkit before acquisition.

Honeywell Automation India Limited (HAIL) is engaged primarily in the business of Automation & Control systems on turnkey basis and others.

Input costs in the form of higher API, solvent, and freight prices YoY had an impact across the sector.