Companies that would be potentially impacted due to Kerela floods

Banks
SIB and Federal Bank account for 40-45% of their business from Kerela

NBFC
Muthoot Finance has 650 branches (4300 total)Kerela

Manapurram's 15% branches in Kerela

Tyres
All tyre companies source rubber from Kerela. Potential impact on their profitability with ruppee depreciation and rubber costs

VGuard, Kitex garment located there

Cement
Ramco cement has entire business coming from Kerela n Tamil Nadu

Could be indirect impact on other players like Dalmia, India cem

Even wonderla has their park in Kerela which was not operational in Q1 due to rains.