Whalesbook
Thali mehngi hui, par kitni?
Crisil ne bataya hai ki April 2026 mein ghar ka khana banane ka kharcha 2% saal-dar-saal badh gaya hai. Iske peeche sabse bade reasons hain tamatar ke rates mein 38% ka jump, vegetable oils 7% aur LPG cylinders bhi 7% mehange ho gaye. Jo log non-veg khate hain, unke liye broiler chicken bhi 2% upar gaya hai, summer mein supply issues ki wajah se.
Thoda relief onions, potatoes aur pulses se mila hai, jinke prices gire hain (onions 16%, potatoes 14%, pulses 4%). Ho sakta hai duty-free imports ka effect ho. Lekin overall, gharon ke budget par pressure toh bana hi hai. Yeh report Crisil ke Director Pushan Sharma ne compile ki hai.
Crisil ka valuation hai tagda!
Mahol inflation wala hai, but Crisil ka apna market valuation ekdum mast hai. May 2026 tak, company ka trailing twelve months (TTM) Price-to-Earnings (P/E) ratio 35.8 tha. Yeh numbers dikhate hain ki investors ko Crisil ke analytical services aur credit rating business par full bharosa hai. Compare karein toh, ICRA ka P/E 28.45 aur CARE Ratings ka 29.0 hai. Crisil isliye premium par trade kar raha hai, apni market position aur S&P Global affiliation ki wajah se.
Market aur aage ka outlook
Waise toh April 2026 mein Indian equity market bhi 15% se zyada bhaga hai. Is positive sentiment se Crisil ki services ki demand badh sakti hai.
Par risk toh hai! Agar inflation aise hi chalta raha toh Crisil ke clients ke operating costs badh sakte hain, jisse woh analytics par kam kharch karein. Global slowdown ya koi bhi geopolitical tension bhi market activity slow kar sakta hai. Crisil ka forward P/E 40.77 hai, jo industry median 16.74 se kaafi upar hai, matlab agar growth slow hui toh valuation par sawaal uth sakte hain.
Fir bhi, India mein financial insights ki zaroorat badh rahi hai, aur Crisil isme leader hai. Company par koi debt nahi hai aur revenue growth bhi acchi hai. Isliye, inflation aur uncertainty ke beech bhi Crisil ki services ki demand strong rehne ki umeed hai, jo iske valuation ko support karega.