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India Inc Q2 – Logistics, Retail, IT and Telecom likely winners

October 9, 2006

Logistics, Retail, Telecom and IT are likely to be the star performers in India Inc for Q2. In a research report published by ILFS,[PDF] Logistics is expected to report a rise in YoY sales of 232% followed by Retail expected to report 70.2% rise in YoY sales. IT is expected to report growth of 39% and Telecom 36%.

ILFS favorite picks sectorwise are as follows.
Logistics:
Gateway Distriparks and Allcargo Global

Retail:
Pantaloon Retail (India) Limited and Shoppers Stop.

IT:
Infosys Technologies Limited, TCS, Wipro (My favorites are Satyam and HCL Technologies)

Check out the entire report here.[PDF]

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