BUSINESS
Can banking stocks continue to outperform amid a sharp rate cut cycle?
Valuations reasonable and there is no major concern about asset quality or capital adequacy
BUSINESS
Is ITC a good buy, post correction triggered by the tax shock?
It appears that a stable taxation regime is over for the cigarette industry
BUSINESS
Why this affordable housing play deserves attention
India Shelter Finance Corporation operates in a segment which represents the fastest-growing and most attractive sub-segment within HFCs
BUSINESS
Aadhar Housing Finance: Is it a good bet on affordable housing?
The company is well placed, both on asset quality and growth trajectory
BUSINESS
Varun Beverages: Twizza acquisition adds to international diversification strategy
The expansion will deepen penetration and strengthen market standing in South Africa
BUSINESS
Shriram Finance: Will the foreign investor drive a stock re-rating?
Expanding business growth, sector tailwinds, stable asset quality, and merger benefits augur well for the NBFC
BUSINESS
Hitachi Energy poised to leverage domestic energy upcycle
With improving margins and earnings visibility, the stock should offer good rewards
BUSINESS
Home First Finance: Steady execution amid a difficult macro
Growth outlook positive as the company pursues expansion while focusing on asset quality improvement
BUSINESS
SBFC Finance well placed to cash in on the opportunity in SME space
Cautious approach to asset quality will drive risk-adjusted growth on a sustainable basis
BUSINESS
Growth levers in place for this financial services player
ABCL is poised to maintain growth momentum with a sustainable business model
BUSINESS
Repco Home: Why the stock deserves to rerate
Loan growth, asset quality improvement on the cards
BUSINESS
Marico Q2 FY26: Strong top-line growth; margin pressure to ease
The company has a diversified growth agenda and its execution capabilities are strong
BUSINESS
Aptus Value: Sustainable, secure growth strengthens outlook, valuation
The financier is likely to take the lead with scalable model and balanced, risk-adjusted growth
BUSINESS
Emami: Unprecedented seasonal headwinds, GST-led disruptions hurt Q2 growth
Growth revival in the core portfolio, rising contribution of high-margin brands, and stable cost environment expected to aid profitable growth
BUSINESS
Cholamandalam Investment: Positive outlook, but valuation rich
Growth, asset quality challenges to subside in the near term
BUSINESS
Britannia Q2 FY26: Premium push to drive profitable growth
Volume-led top-line growth to be a key focus area in the medium term
BUSINESS
Pine Labs IPO: Should investors bet on it?
The company is a high-quality play on India’s accelerating digital-commerce infrastructure story
BUSINESS
Tata Consumer sees strong growth rebound, healthy margin recovery in Q2 FY26
Improving input costs, momentum in growth-oriented businesses to drive profitability
BUSINESS
Godrej Consumer: Resilient quarter amid disruptions, stable margins on the cards
Stronger performance likely in H2, backed by multiple growth drivers across core categories in India, global markets
BUSINESS
Shriram Finance to gain from rural focus, GST boost
Business expansion, rural focus augur well for growth and profitability
BUSINESS
Dabur Q2 FY26: Bottom line continues to outpace top line growth
Promising rural consumption, urban demand recovery are principal growth drivers and help to sustain market share
BUSINESS
ITC Q2 FY26: Core performance aids profit beat
Stable tax regime, consumption boost, easing cost pressure to aid growth, profitability
BUSINESS
Varun Beverages: Stock surges on resilient quarterly show, new category additions
Decent performance in a seasonally weak quarter, but most importantly, the alcohol beverage foray will be a key pivot
BUSINESS
Mahindra Finance Q2 FY26: Strong growth, higher margins boost profitability
Valuation re-rating hinges on cyclical recovery in the core segment
