Industry Outlook

Centre for Monitoring Indian Economy Pvt Ltd.

 Industry Outlook
A professional service to
provide performance benchmarks,
forecasts and analysis
of over 200 industries

based on

 Strong Empirical foundations

 Sound Understanding of Indian industries
 Methodical, Independent Analysis

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 Coverage
1. Food & agro-based products 19 16. Hotels & tourism 3

Non-fin. Services (43)

2. Textiles 8 17. Wholesale & retail trade 4
3. Chemicals & chemical products 21 18. Transport services 14
Manufacturing (124)

4. Consumer goods 13 19. Communication services 3

5. Construction materials 9 20. Information technology 3
6. Metals & metal products 14 21. Miscellaneous services 15
7. Machinery 20 22. Diversified non-financial services 1
8. Transport equipment 12
9. Miscellaneous manufacturing 7
10. Diversified manufacturing 1 23. Banking services 1

Financial services (17)

24. Investment services 4
11. Mining 4 25. Asset financing services 5
Miscellaneous (21)

12. Electricity 7 26. Other fund based financial services 1

13. Construction & real estate 8 27. Fee based financial services 4
14. Irrigation 1 28. Other financial services 1
15. Diversified 1 29. Diversified financial services 1

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Figures represent number of industries in the group
 Topics
What is available per industry:
 Annual financial statements
 Quarterly financial statements
 Industry portfolio equity market ratios
 New capacities in the pipeline
 Market shares
 Capacities, production, utilisation, offtake, foreign trade
 Prices
 News
 Analysis
 Forecasts

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 Benchmarks
Industry Outlook answers the following
 What is the cost structure of an industry?
 What is the profitability of an industry?
 What is the P/E or P/B of an industry?
 What is the working capital cycle of an industry?
 What are the liquidity ratios of an industry?

 Scores of ratios derived from the Prowess database

 Ratios honed by the best industry analysts

These ratios provide the critical industry benchmarks for

 Evaluating credit proposals
 Appreciating the financial structure of industries 5 of 12
 Demand-Supply Balance
Industry Outlook presents time-series data on
 Installed Capacities
 Trends in Production, Consumption & Sales
 Exports & Imports by destinations
 Prices by markets and grades

Scores of sources – government, industry associations &

CMIE’s polling system bring to you the best demand-
supply statistics, presented in the most cohesive manner.

Analysts at CMIE regularly present their views in succinct,

incisive essays, on the emerging demand-supply scenario.

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 The Future
New Capacities on the Horizon
CMIE carefully monitors the announcement of projects to
create new capacities. It monitors these through their
completion or their abandonment.
The Industry Outlook service brings the results of this
effort to anticipate
 New capacities in the future
 New potential competition to current producers or,
 New markets for industry players or,
 New suppliers to industry
All investment projects do not convert into new capacities
and all that do, do not convert on time. It is the expertise
of the Industry Outlook analyst that converts these
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uncertainties into intelligence.
 Forecasts
Demand & Supply
 Production / Sales
 Export and Import
 Prices
Future Investments/Capacities
 Outstanding Capacities
 Capacity Additions
 Commissioning of Projects
Financial Statements
 Income and Expenses
 Balance Sheet
 Cost Structure
 Profitability
 Liquidity
Upto 8 Quarters & 5 Years
Upto 8 Quarters & 5 Years
Upto 8 Quarters & 5 Years
Upto 8 Quarters & 3 Years
Upto 8 Quarters & 5 Years
Upto 8 Quarters & 3 Years
Upto 8 Quarters & 5 Years
5 Years
Upto 8 Quarters & 5 Years
Upto 8 Quarters & 5 Years
5 Years 8 of 12
 Analysis

 Analysis of quarterly financial performance of

industries based on the statements of listed companies
with a focus on growth in sales and profits and on
profitability.
 Analysis of the current and future demand-supply
balances of individual industries, every quarter. This
includes trends in production, sales, foreign trade and,
in select industries, a special focus on prices.
 Insights into the creation of new capacities in
individual industries, every quarter.

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 Newsletter
A hand-curated Newsletter
 Contains short news briefs on individual industries.
 Each news written in brief, summarized, easily
consumable form.
 Each summary linked to its full news in original source.

 Compiled specially by industry analysts.

 To keep you always updated on events in industries.

 Delivered every morning directly into your mail box.
 Monday through Saturday.

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 Business Risk-Proofed
Industry Outlook unravels the current and expected trends for
over 200 industries. It benchmarks financial performance of
industries and their projections. It provides quantitative
estimates of new capacities being created, projected financial
performance, price movements of commodities, demand-supply
balances in the future and, much more.

Whether you are a credit officer extending lines of credit, a fund

manager investing into equities, a general manager enlisting
vendors or distributors, you need Industry Outlook so that your
 Estimates are benchmarked
 Projections are hunch-proof
 Trends, guess-proof

 Your business, risk-proofed

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 Thank You

Mission | Help our clients take informed decisions

Vision | Be the most effective source of economic

information & knowledge solutions

Values | Independence | Integrity | Reliability

It begins here