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Khushboo Rai

Senior Research Analyst

Moneycontrol.com

Home First Finance: Steady execution amid a difficult macro

BUSINESS

Home First Finance: Steady execution amid a difficult macro

Growth outlook positive as the company pursues expansion while focusing on asset quality improvement

SBFC Finance well placed to cash in on the opportunity in SME space

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

Growth levers in place for this financial services player

BUSINESS

Growth levers in place for this financial services player

ABCL is poised to maintain growth momentum with a sustainable business model

Repco Home: Why the stock deserves to rerate

BUSINESS

Repco Home: Why the stock deserves to rerate

Loan growth, asset quality improvement on the cards

Marico Q2 FY26: Strong top-line growth; margin pressure to ease

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

Aptus Value: Sustainable, secure growth strengthens outlook, valuation

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

Emami: Unprecedented seasonal headwinds, GST-led disruptions hurt Q2 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

Cholamandalam Investment: Positive outlook, but valuation rich

BUSINESS

Cholamandalam Investment: Positive outlook, but valuation rich

Growth, asset quality challenges to subside in the near term

Britannia Q2 FY26: Premium push to drive profitable growth

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

Pine Labs IPO: Should investors bet on it?

BUSINESS

Pine Labs IPO: Should investors bet on it?

The company is a high-quality play on India’s accelerating digital-commerce infrastructure story

Tata Consumer sees strong growth rebound, healthy margin recovery in Q2 FY26

BUSINESS

Tata Consumer sees strong growth rebound, healthy margin recovery in Q2 FY26

Improving input costs, momentum in growth-oriented businesses to drive profitability

Godrej Consumer: Resilient quarter amid disruptions, stable margins on the cards

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

Shriram Finance to gain from rural focus, GST boost

BUSINESS

Shriram Finance to gain from rural focus, GST boost

Business expansion, rural focus augur well for growth and profitability

Dabur Q2 FY26: Bottom line continues to outpace top line growth

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

ITC Q2 FY26: Core performance aids profit beat

BUSINESS

ITC Q2 FY26: Core performance aids profit beat

Stable tax regime, consumption boost, easing cost pressure to aid growth, profitability

Varun Beverages: Stock surges on resilient quarterly show, new category additions

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

Mahindra Finance Q2 FY26: Strong growth, higher margins boost profitability

BUSINESS

Mahindra Finance Q2 FY26: Strong growth, higher margins boost profitability

Valuation re-rating hinges on cyclical recovery in the core segment

PNB Housing Finance Q2 FY26: Resilient show amid leadership setback

BUSINESS

PNB Housing Finance Q2 FY26: Resilient show amid leadership setback

Growth rebound story at a reasonable valuation

Colgate India Q2 FY26: Is valuation rerating on the cards?

BUSINESS

Colgate India Q2 FY26: Is valuation rerating on the cards?

Strategic growth levers, consumption boost will drive valuation

HUL Q2 FY26: GST disruptions a blip, multiple triggers ahead

BUSINESS

HUL Q2 FY26: GST disruptions a blip, multiple triggers ahead

Volume-led growth, moderating inflation will drive better profitability metrics

India Shelter Finance: Good time to add this high-growth housing finance player?

BUSINESS

India Shelter Finance: Good time to add this high-growth housing finance player?

Focus on affordable housing finance to continue; multiple strategic levers to lift valuations

Nestle Q2 FY26: Promising underlying growth amid GST-led disruption

BUSINESS

Nestle Q2 FY26: Promising underlying growth amid GST-led disruption

Market-leading brands drive sharp sequential growth; however, valuation is rich

Canara Robeco AMC IPO: Should investors bet on it?

BUSINESS

Canara Robeco AMC IPO: Should investors bet on it?

With 91 percent of the AUM coming from equity-oriented schemes, the AMC enjoys the highest share of equity assets among the peers

FMCG Q2 FY26 Update: GST cut, urban demand revival to aid growth

BUSINESS

FMCG Q2 FY26 Update: GST cut, urban demand revival to aid growth

Easing inflation, tax impetus to drive consumption growth

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