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Synopsis
Companies are expected to report a good set of numbers for 2021-22. While it is an earnings bounce back for many, it is a structural growth story for some sectors and companies.
We are on the threshold of another quarterly results season and corporate numbers are expected to be rosy for the fourth quarter of 2020-21. “There will be high topline growth in the fourth quarter because of the low base in the same period last year,” says Deepak Jasani, Head of Retail Research, HDFC Sec.
However, increase in commodity prices and transportation costs will give rise to margin pressures in some pockets and this may moderate the

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