Once the CST (Central sales tax) is phased out, optimisation of warehouses and inventories will accrue in savings on logistics. The elimination of check posts will also help deliver savings as goods move faster, the agency said, pointing out that the consumer durables sector will benefit the most.
Public investments critical as survey shows an 11 per cent decline in private corporate capex, says CRISIL.
"Private sector won't kick-start investment cycle. Listed, public and private sector companies from key sectors such as infrastructure, energy, metals, cement, auto, pharma and textiles showed a 4 percent decline in capex plans for 2015-16.
Airline companies have benefited from low crude prices of late, but crude is unlikely to stay below USD 60/barrel for long, feels Koparkar.
Airlines: Net profit, remains a distant destination for Air India, Jet and Spice Jet, and can be reached only after massive recapitalisation of Rs 350 billion, says CRISIL Research.
Prasad Koparkar of CRISIL Research says that cement margins will improve in the next one year as the sector is already witnessing some pick-up.
CRISIL Research, India‘s largest independent and integrated research house, estimates that online retailing -- both direct and through marketplaces* -- will become a Rs 500 billion industry by 2016, growing at a whopping 50-55 percent annually over the next three years.
Crisil today said revenue growth has bottomed out, but margin growth may take more time. "Revenues, after declining for nine successive quarters, rebounded in the September quarter.
Prasad Koparkar, Senior Director at Crisil Research has done a survey of about 500 companies across 50 sectors. The big conclusion is that topline will grow at about 6-7 percent, which is better than the 4 percent seen in Q1.
Investors are ready to pay higher premium for quality stocks as uncertainties continue. A better-than-expected monsoon will drive rural consumption while a depreciating rupee would bless export oriented sectors like information technology, says Prasad Koparkar of Crisil.
Prasad Koparkar of CRISIL expects India Inc revenue growth at around 10-12 percent for FY14. He continues to remain bullish on pharma and expect positive surprises going ahead.
CRISIL Research has come out with its report on toll collection at highway toll plazas. According to the research firm the savings in fuel will far outweigh the initial cost of Rs 100 per vehicle that the system requires from vehicle owners.
CRISIL Research has come out with its report on corporate-profitability. As per research firm corporate India to report a significant moderation in revenue growth and lower EBITDA margins in July-September 2011 (Q2 FY12).
Corporate India's profitability is expected to remain under pressure during April-June 2011 due to rising input costs, moderation in volume growth and increased competition, CRISIL Research, India's largest independent and integrated research house said.
CRISIL Research has come out with its report on real estate. According to the research firm, Price stability and growth prospects of smaller cities are attracting large real-estate developers. The developers are diversifying from metro cities with an eye on future growth.