The aftermath of the Coronavirus pandemic (COVID-19) entails a speculative future for economies and industries. We appreciate that business decision makers are working under tremendous pressure during this uncertain time. Now, more than ever, we stand with you in solidarity. Amid constant and ongoing developments, CRISIL’s team of experts will bring to you timely updates about the economic impact of COVID-19. Keep up with Credit Alerts, our opinions about the impact of sharp and specific developments on credit ratings. Browse through our Reports, our detailed analysis of different sectors, and our Press Releases. Explore unique, global perspectives under Global Analytics, and tune in to our Podcasts. Each of these updates is backed by facts, data and intricate analysis to help you make informed decisions for your investments and businesses in the near future.
Ukraine conflict spells ~25% sunflower oil shortage for India - Nitin Kansal
For gold jewellery retailers, revenue seen up 12-15% next fiscal - Aditya Jhaver
Multiple snags to limit road traffic growth to 7-9% this fiscal - Anand Kulkarni
Solar module making capacity set to soar 400% - Ankit Hakhu
Consumer durables revenue to jump 20% this fiscal - Gautam Shahi
E-commerce, pharma to revive demand for packaging paper - Tanvi Shah
Bank gross NPAs to rise to 8-9%, stressed assets to touch 10-11% - Subhasri Narayanan
A tenth of thermal capacity still vulnerable to outage despite temporary easing of power demand - Ankit Hakhu
Draft open access norms can be a tailwind for new renewable projects - Aditya Jhaver
City gas sales volume to rise 25-27% this fiscal on dearer petrol, diesel - Naveen Vaidyanathan
Discom losses to be ~40% above pre-pandemic levels - Aditya Jhaver
Recovery on track for malls as second wave subsides - Anand Kulkarni
Stressed steel plants acquired via IBC seeing faster turnaround - Naveen Vaidyanathan
Solar modules at 0.25 USD/watt could lower returns of bid out projects by 200 bps
For RMG players, second wave unstitches revenue recovery
Residential realty demand seen up 5-10%, but recovery to pre-pandemic levels likely only after fiscal 2023 - Anand Kulkarni
Mall revenue recovery to be restricted to 80-85% of pre-pandemic level this fiscal - Anand Kulkarni
Mid-sized EPC segment revenue to grow 15% this fiscal - Rahul Guha
Automobile sector poised for double-digit volume growth - Sameer Charania
The roads sector is primed for a smooth drive due to healthy recovery in H2 FY2021 - Anand Kulkarni
Pent-up demand to curb diamond industry revenue slide to ~20% instead of ~33% - Rahul Guha, Director, CRISIL Ratings
For ceramic tile makers, operating margin seen holding around 11% this fiscal - Nitin Kansal, Director, CRISIL Ratings
Tractor volume to chug up 10-12% on strong rural prospects - Gautam Shahi, Director, CRISIL
Ratings
Domestic tailwinds to lift agrochemicals revenue growth to 12-14% - Sameer Charania, Director, CRISIL Ratings
Rural demand to soften blow for two-wheeler makers - Gautam Shahi, Director, CRISIL
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Covid to slash op. profits of hospitals by 35-40% this fiscal - Sameer Charania, Director, CRISIL Ratings
Mobility Vs pandemic fatigue – Dipti Deshpande, Senior Economist, CRISIL
CRISIL’s analysis of its rated portfolio of non-financial companies that availed moratorium - Rahul Guha, Director, CRISIL Ratings
CRISIL’s revised outlook on the economy – Dipti Deshpande, Senior Economist, CRISIL
Mall revenues set to halve this fiscal by Sushmita Majumdar, Director, CRISIL Ratings
Learn how and why Covid-19 is culling demand in the Cement Sector, in our latest CRISIL Podcast by Isha Chaudhary, Director, CRISIL Research
Air travel to plunge as Covid hurts demand; low crude unable to arrest margin decline – Elizabeth Master, Associate Director, CRISIL Research
Covid-19 to further impact power demand – Mayur Patil, Associate Director, CRISIL Research
Automobile sales pushed back by as much as a decade due to COVID-19 – Pushan Sharma, Associate Director, CRISIL Research
Developers to face double whammy of low demand and restricted funding - Sehul Bhatt, Associate Director, CRISIL Research
A sixth of IIP lost in just a week of lockdown – Dipti Deshpande, Senior Economist, CRISIL
GDP data "Sinking deeper" – Dipti Deshpande, Senior Economist, CRISIL
What’s unsaid in the April IIP figures – Dipti Deshpande, Senior Economist, CRISIL
Credit outlook negative for RMG makers due to shrinking revenue, profitability and elongated working capital cycle
Change-in-law payments a Rs 4,000 cr booster for solar by Ankit Hakhu, Director, CRISIL Ratings
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CRISIL Ratings webinar on Dairy sector: Milky growth wave
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CRISIL webinar on real estate sector: Post Pandemic Realty
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CRISIL webinar on the electric vehicle ecosystem: The route to clean mobility
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CRISIL Ratings webinar on the airports sector: The flight path to recovery
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The recovery contours: Recovery, cost pressures and investments amid a waning pandemic
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CRISIL Ratings webinar on natural gas: The slipstreams of pricey gas
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CRISIL Ratings webinar on Gold jewellery retailers: Glittering again
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CRISIL Ratings Seminar on NBFCs: Revival in a post-pandemic era
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CRISIL Ratings webinar on the aluminium sector: On the green road
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CRISIL webinar on crop protection industry: The alchemy of green blooms
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CRISIL webinar on the pharmaceuticals sector: Changing growth capsule
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CRISIL Ratings webinar on the private hospitals sector: A positive prognosis
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CRISIL Ratings webinar: A positive turn
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CRISIL Ratings webinar on commercial real estate: Build, lease… repeat
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CRISIL Ratings webinar on the construction sector: Execution, Execution, Execution!
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CRISIL webinar: States of recovery
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CRISIL webinar on telecom sector: Reading the signals
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CRISIL Ratings webinar on FMCG: Strong signs of rebound
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CRISIL Ratings webinar on IT services sector: Revival code
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CRISIL Ratings webinar on the airports sector: Flying out of turbulence
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CRISIL Ratings webinar on the dairy sector: Adding value to milk
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ESG India Leadership Summit: The inexorable march of ESG
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CRISIL Ratings webinar on Power sector: Coming out of darkness
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CRISIL webinar on the steel sector: Solid mettle
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CRISIL Ratings webinar on sugar sector: On a sweet run
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CRISIL webinar on Real estate: Realty and the second wave
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CRISIL webinar on Cotton yarn, readymade garments and home textiles: Stitching a revival
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CRISIL Ratings webinar: India Inc Credit Quality Outlook, fiscal 2022
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CRISIL webinar: Recharging renewables
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CRISIL Ratings webinar on Roads sector: Primed for a smooth drive
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CRISIL webinar on the cement sector: Cementing growth momentum
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India Outlook 2021: Is the investment cycle rebound round the corner?
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Bonds that build a nation
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CRISIL Ratings webinar: The recovery script in media and entertainment
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CRISIL Ratings Virtual Discussion Forum: EL ratings, the big differentiator in infrastructure financing
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CRISIL Ratings webinar on organised brick-and-mortar retail: Recovering from the pandemic shock
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CRISIL webinar: Hinterland driving recovery hopes
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NBFCs - Navigating the pandemic
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CRISIL webinar: State finances on a bumpy ride
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CRISIL Ratings webinar on city gas distribution: Fuelling greener growth
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CRISIL Ratings webinar on Agrochemicals sector: On fertile ground
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CRISIL Research webinar: The alchemy opportunity in chemicals
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CRISIL Ratings webinar: Corporate liquidity at a crossroads
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CRISIL Ratings webinar: Corporate liquidity at a crossroads
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CRISIL Webinar: Ratings Roundup First half of fiscal 2021: Credit quality trends and road ahead
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CRISIL Ratings webinar on Hospitals: Pandemic hiccups for hospitals
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CRISIL Ratings webinar on Gold Jewellery Retailers: W(h)ither the glitter?
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CRISIL webinar on the telecom sector: The three rings of AGR, ARPU and 5G
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CRISIL and S&P Global Trucost webinar: ESG best practices for Emerging Markets
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CRISIL webinar: Reinforcing renewables
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CRISIL webinar on the pharmaceuticals sector: Weathering the pandemic
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CRISIL Research webinar on the agriculture sector: Silver lining in the dark clouds
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CRISIL webinar on Real estate sector: The ground realty is shaky
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CRISIL Ratings webinar on Fertilisers: Resilient in the storm
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CRISIL webinar on the cement sector: Cementing Covid-19 cracks
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CRISIL webinar on Steel sector: Test of mettle beckons
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CRISIL webinar on Cotton Yarn & Readymade Garments: Hanging by a thread
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CRISIL GR&A and Greenwich Associates' Discussion Forum on Building best-in-class ESG practices
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CRISIL webinar on SMEs: The epicentre of an existential crisis
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CRISIL webinar on Road sector: Hiccups on the highway
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CRISIL Ratings webinar: The crude crash cascade - Impact of low prices on India Inc.
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CRISIL Webinar on automotive and automotive components sector: Rough road ahead
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CRISIL Ratings webinar on dairy sector: Pandemic staggers Indian dairy’s cream run
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CRISIL Ratings Webinar on Power Sector: A gigawatt problem
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CRISIL Ratings webinar: FMCG: Resilience being tested
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CRISIL Ratings webinar: Looking through the haze: Media and entertainment sector in times of Covid - 19
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CRISIL GR&A Discussion Forum on Globally distributed teams as a potent BCP tool
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CRISIL Research webinar on Peering through the grave storm: India macroeconomic and corporate outlook
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CRISIL Infrastructure Advisory webinar on ‘RE’- infusing vigour
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CRISIL Infrastructure Advisory webinar on A grinding halt and the grind ahead
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CRISIL webinar on Ratings Roundup: Fiscal 2020: Credit quality trends and the road ahead
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Rabi on a roll
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Rebounding realty
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Tale of two quarters
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Export salve for aluminium
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For steelmakers, exports save the blushes
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Farm signs
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MGNREGA hauls up rural wages
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On skid row
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Signals mixed on recovery road
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A viral deconstruction of state wherewithal
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Fat of the matter
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Textiles sector in tatters
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Crumpled paper
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On the highway, four states of discomfort
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Volt-face in the corridors of power
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Bottled revenues and uncorked spirits
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Lockdown lift for fixed broadband
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Arrivals low in mandis, yet prices aren'’t high
Crisil Intelligence
May 19, 2022Going beyond obligation, internalising sustainability