🌊 Short-Term Strain, Rebuild-Led Recovery 📉 Short-term disruptions: Retail activity, mobility, MSMEs, branch operations, logistics, and supply chains face temporary slowdowns across several districts. 🛑 GDP & inflation pressure: Industrial/agri disruptions may soften near-term GDP growth, while food & transport prices could rise due to supply constraints. 🏗️ Reconstruction boost: Infrastructure damage (roads, bridges, utilities) is likely to trigger medium-term rebuild-led demand, supporting construction, and utilities. 🏗️ Winners & losers: • Near-term pressure: Insurance, Plantations, Hotels, Banks and NBFIs • Medium-term beneficiaries: Construction & Allied Industries, Utilities, banks (via credit demand) 🔎 Investor takeaway: Event-driven pullbacks in the past have been followed by strong recoveries once conditions normalise, offering selective value opportunities. 🙏 Our thoughts are with all families and communities affected by the floods. We extend our heartfelt support and prayers for their safety, strength, and recovery.