Large ticket size order wins leads to order inflow assumption upgrade: With new order announcements worth ~INR660b (at the midpoint range of the new ticket size classification) after the 2QFY21 result, YTD order inflow in the core business now stands ~INR970b, or ~84% of our last published full-year core E&C; order inflow assumption. This is largely helped by large ticket size orders, including two packages of High Speed Rail and two packages of Barmer refinery project, along with chunky orders in Water, Rail, and Road sector. As we enter peak awarding season in the coming months, we expect flattish...