Some pointers from the results.
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Revenue from agri beat revenue from cigarette in the current qtr.
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Net profit from paper is now much higher than agri and FMCG.
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FMCG others business is lagging on every parameter. Requires hardwork and concentrated effort. FMCG results have been disappointing.
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Hotels have had a good turnaround. Sentiments will change if the profitability rises.
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Itc infotech results are in-line with other it cos. The management is looking to divest but I am of the opinion as a shareholder that the divestment should not happen unless ITC Infotech is beating LTI, LTTS, Mphasis and Mindtree on most parameters.
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