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We expect FY21 to end on a good note for most of companies under our coverage universe, as ordering activities along with execution momentum have gained traction due to a revival in economic activities.
Normalization of supply chain, onsite labor availability, pro-growth budget, extension of performance-linked incentive scheme to many sectors and pick up in core sectors like infra, realty, cement, metal are the key driving factors for earnings uptick in medium to long term.
However, resurgence of Covid-19 could be key catalyst to watch out for in near term.
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