Investor Presentaiton
Macro indicators
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Economy
Update
Industry
Update
ADITYA BIRLA
☐ Composite PMI rose to 56.4 in December
vs 53.3 in September
☐ December points towards strong
improvement in consumption led by
overall positive economic sentiment
☐ NSO estimates FY22 GDP growth at 9.2%,
helped by a robust farm sector and
strengthening recovery in manufacturing
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☐ Demand is likely to be resilient. Rural and
infrastructure growth has been the key
driver during the last year; Consumption
for Urban Housing has started improving.
☐ Union Budget and elections in key states
could also drive infrastructure-driven
demand.
Input cost inflation due to rise in cost of
fuel, raw material and transportation.
However, costs seem to have likely peaked.
UltraTech
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