We analyse millions of data points using a large network of primary data sources to provide our clients with long-term and short-term future outlook on 90 core sectors in India including automobiles, consumer products, construction and capital goods, infrastructure, metals, and others. We also provide an in-depth analysis of the factors that affect the performance and profitability of these sectors.
Our sectoral research covers the following areas:
- Outlook: demand-supply, prices, and an update on the industry’s performance among other parameters
- Researched information: actionable insights on everything from capacities and exports to industry structure, technology, regulations, and player profiles
- Premium tools and analysis (Research+): Our tools include ratings information, credit analysis, and financials for 1,100 listed entities
Our analysis and views are delivered nearly real-time through a web based platform, that allows our clients to understand regional dynamics of industries, apply multiple scenarios to help in credit evaluation, get access to emerging trends in niche industries, interact with sectoral experts, among others.
Based on market feedback and emerging trends, we provide special reports on Indian economy including SME, NBFC, agriculture and emerging sectors. These reports cover our views on the growth prospects, competitive scenario & attractiveness of these segments.
Features of our research delivery platform
- What if analysers - for sensitivity analysis by creating multiple scenarios of an industry, thus helping better credit evaluation
- Video clipping of industry experts - 2-3 minute video clippings of our experts covering topical issues on the industry and demand drivers for quick understanding of impact of changes
- Analyst presentation - for quick reference, an entire report is condensed into a few slides
- Discovery - interactive tool for understanding regional dynamics of industries
- Thematic reports - analysis of new areas/concepts/trends across industries and coverage on niche industries
- Ask the Analyst - interact with our sectoral experts for any analytical queries, clarifications, or additional data requirements
Special segments we deep-dive into
Do you know:
- What will be the impact of Ayushman Bharat Yojana on small and medium hospitals?
- Which pharma cluster has become a more attractive investment destination, post implementation of GST?
- What is the additional source of income that North Indian sugar millers are exploring to turnaround their operations?
- How the ban on plastics will affect the MSME packaging industry?
- To what extent will economic slowdown hit transporters?
- Which light engineering clusters will be less impacted by the current automobile slowdown?
At Rs 17 trillion, lending to the micro, small and medium enterprises (MSMEs) industry accounted for around 25% of corporate lending in India as of fiscal 2019. The segment continues to offer attractive business opportunities for financiers, especially with the Goods and Services Tax (GST) regime in place. The challenge lies in spotting the sectors and clusters that are likely to offer the desired risk-adjusted returns. This entails tracking the performance and risk exposure of sectors and clusters on a timely basis.
Benefits of the report:
- Enables prudent lending
- Identifies right geographies
- Enhances risk monitoring
- Offers macro micro risk perspective, from sector to company level data
- Insights on future trends
- Tools & databases for prospecting
CRISIL's SME Report addresses this by providing
- Insights and outlook on business and financial prospects across sectors and clusters
- Industry and cluster attractiveness matrices for differentiating risk and opportunity
- Coverage across manufacturing, services and trading
- Business and financial tools for benchmarking across clusters and sectors
- Database of 19,000 SMEs, with key financial ratios for ~4,500 entities
- A six-month monitoring mechanism for SME sectors and clusters
- Views on asset quality sector-wise and cluster-wise
After witnessing healthy growth over the past few years, non-bank credit growth slowed down in the second half of fiscal 2019 due to the tight liquidity conditions that engulfed the sector. Consequently, Non Bank Financial Companies (NBFCs) which were gaining market share from banks across major asset classes in the past could not do so in fiscal 2019.
Going forward, NBFCs will need to recalibrate their strategies in order to deal with the changing business dynamics. How would this impact the credit growth of the sector? When is the liquidity situation going to improve? Can NBFCs achieve pre-2018 growth in the medium term or will the growth remain anaemic?
What are the key factors that will drive their growth? Will their earnings growth trajectory be lower? What will be the capital that they will need over the next 1-2 years? What will separate the winners from the losers? Where are the opportunities for growth?
CRISIL Research's NBFC Report, 2019 delves deep into the fast-changing industry landscape to come up with the answers. The report contains CRISIL Research's perspective on growth prospects, competitive scenario and the attractiveness of the 11 segments in which NBFCs operate and also gives a perspective on the emerging fintech market.
The coverage also includes:
- Outlook on growth and delinquencies, credit costs by segment
- Segment-wise profitability outlook, considering business growth, resource profile and asset quality
- Detailed assessment of competitive scenario with banks and market share of NBFCs in various segments
- Perspective on regulatory direction in each segment
- Financial and operational benchmarks across various segments
- Profiles of over 200+ NBFCs, detailing key operational and financial parameters
- Details of fund-raising in various NBFC segments
- Level of digital medium usage in origination and appraisal process
|Product segments covered|
|Housing finance||Low cost housing finance|
|Infrastructure finance||MSME finance - secured (including LAP) and unsecured|
|Auto finance||Wholesale finance|
|Micro finance||Gold loans|
|Consumer durables finance||Construction equipment finance|
|Overview||For each of the segments covered
|Outlook on yields and spreads in fiscals 2019 and 2020||Overall growth in the industry|
|Relative attractiveness of the NBFC segments based on growth and profitability outlooks||Market share of NBFCs vs banks|
|Competitive positioning of NBFCs across key segments||Growth outlook for NBFCs|
|Outlook on asset quality in the NBFC industry||Profitability of NBFCs: Review & outlook|
|View on the borrowing mix of NBFCs||Asset quality: Review & outlook|
|Capital-raising requirement in the medium term||Key growth drivers and challenges|
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After two consecutive years of normal monsoon, India received below-normal rains in 2018, both in terms of spatial distribution and timeliness, which added to the income woes of the agriculture sector.
What’s in store for 2019?
Forecasts diverge. While the India Meteorological Department has forecast a normal monsoon, private forecaster Skymet believes it will be sub-par.
As for profitability of crops, 2018 saw a decline, while things have improved in the 2019 rabi season. But there have been concerns of late around consumption demand.
How rural sentiment – dictated by the fortunes of the agriculture sector – pans out this year will thus be a billion dollar question.
And that’s where CRISIL Research’s Agriculture Report 2019 comes in.
It offers sharp insights into market dynamics, state- and crop-wise profitability, government policies and key agricultural inputs. It also analyses emerging technologies to improve production, monitoring and market access.
There is an additional module on sub-regional profitability, which provides granular insights on how profitability varies within a state.
The report will thus help organisations tailor their regional strategies and make data-driven decisions on pricing, inventory and overall business planning.
Key answers from the report:
- Profits per hectare for the upcoming Kharif/Rabi season for top 15 states (crops covering ~75% of the gross sown area).
- Trends and growth potential in the key agriculture input segments (FY19-FY22)
- Difference in sector profitability across various input categories
- Policies and regulations governing the input segments
- State wise crop wise opportunities in each input segment
- Estimates of pre- and post-harvest agriculture credit including warehouse receipt finance and tractor finance
- State-wise lending mix and opportunity-risk evaluation for top 15 states
- Role of NBFC and microfinance units in agriculture financing
- Overview of the crop insurance sector, state wise coverage & claims, outlook, players and profitability
- Emerging technologies in agriculture
- Data and statistics across various agriculture segments at district, state and pan India level
- Interactive tool for comparison between ~250 companies on operational parameters (share of exports/imports, product mix, regional mix, crop presence and distribution network) across agriculture input segments
- Interactive tool with financial information for ~250 companies (both listed and unlisted) which allows comparison with peers & industry and provides ranking based on several parameters
- Interactive tools which provides crop-wise, state-wise and district-wise profitability estimates