Data void in first quarter of 2020

by Yash Shah

Pronab Sen, Chairman of the Standing Committee on Economic Statistics, estimates that around 60 per cent of the Indian economy is in a shut down. As per a report in Economic Times, his estimate is based on the assumption that only essential services will continue in full force. Economic survey, tourism survey and multi-indicator surveys have been called off for now which might affect government policy making and corporate decisions.

References
1. https://economictimes.indiatimes.com/news/economy/indicators/data-blackhole-in-q1-2020-would-challenge-govt-policymaking-and-corporate-decisions/articleshow/74809401.cms?from=mdr
CMIE STATISTICS
Unemployment Rate
Per cent
8.9 0.0
Consumer Sentiments Index
Base September-December 2015
43.1 -0.4
Consumer Expectations Index
Base September-December 2015
45.2 -0.6
Current Economic Conditions Index
Base September-December 2015
39.8 0.0
Quarterly CapEx Aggregates
(Rs.trillion) Sep 19 Dec 19 Mar 20 Jun 20
New projects 3.12 5.15 3.44 0.57
Completed projects 0.85 1.65 1.70 0.17
Stalled projects 0.41 0.61 0.77 0.11
Revived projects 0.43 0.83 0.42 0.53
Implementation stalled projects 0.90 0.15 9.28 0.07
Updated on: 12 Jul 2020 9:28AM
Quarterly Financials of Listed Companies
(% change) Jun 19 Sep 19 Dec 19 Mar 20
All listed Companies
 Income 4.6 -2.3 -1.7 -4.1
 Expenses 2.7 -3.1 -2.2 -0.9
 Net profit 17.5 -1.3 -11.1 -41.5
 PAT margin (%) 6.2 5.3 5.1 3.2
 Count of Cos. 4,486 4,445 4,407 2,704
Non-financial Companies
 Income 2.4 -6.3 -5.5 -8.2
 Expenses 1.6 -6.7 -6.4 -3.9
 Net profit -7.5 -13.5 -14.1 -43.5
 PAT margin (%) 6.3 5.8 5.7 4.4
 Net fixed assets 10.4 13.7
 Current assets 5.0 3.2
 Current liabilities 5.0 3.5
 Borrowings 8.4 15.0
 Reserves & surplus 6.0 4.3
 Count of Cos. 3,361 3,335 3,301 2,087
Numbers are net of P&E
Updated on: 12 Jul 2020 9:28AM
Annual Financials of All Companies
(% change) FY18 FY19 FY20
All Companies
 Income 8.3 13.2 4.3
 Expenses 9.8 13.4 2.8
 Net profit -39.9 20.7 15.0
 PAT margin (%) 2.0 2.4 10.3
 Assets 10.9 9.2 11.8
 Net worth 7.5 8.5 6.5
 RONW (%) 3.5 4.4 11.7
 Count of Cos. 26,220 24,732 364
Non-financial Companies
 Income 8.5 13.6 0.1
 Expenses 8.6 13.8 -1.2
 Net profit -8.7 23.5 4.6
 PAT margin (%) 2.8 3.2 12.7
 Net fixed assets 7.1 4.9 30.4
 Net worth 6.1 8.4 3.6
 RONW (%) 5.7 7.0 15.3
 Debt / Equity (times) 1.0 0.9 0.5
 Interest cover (times) 2.1 2.4 6.3
 Net working capital cycle (days) 77 69 -13
 Count of Cos. 21,415 20,146 258
Numbers are net of P&E
Updated on: 09 Jul 2020 7:12PM