BUSINESS
Will the new credit guarantee scheme strengthen the MFI ecosystem?
While earnings are bottoming out, sustainable growth and steady credit cost could follow with tighter underwriting and extended credit guarantee
BUSINESS
India Shelter Finance Corporation sharpens focus on growth runway
Sustained high growth, improving RoE profile could trigger valuation re-rating
BUSINESS
Repco Home: Why this affordable housing play deserves attention
Growth recovery, improving asset quality to boost valuations
BUSINESS
Home First: What next for investors after the stake sale by promoters?
Growth momentum, asset quality to drive stock upside
BUSINESS
Which housing finance stock is worth a bet?
Aadhar Housing Finance is a long-term play on structural tailwinds, with a growing focus on emerging opportunities
BUSINESS
Aptus Value: Business moats, strong execution capabilities to drive valuation
Deeper branch penetration and a shift towards higher-ticket loans, and improved productivity will remain key growth levers
BUSINESS
HUL Q3 FY26: Growth speaks volumes about the quarterly show
The company is betting on a business transformation and is guiding to a higher sales growth for FY27
BUSINESS
Britannia Q3 FY26: Sustained growth recovery, stable margins on the cards
A diversified portfolio, strong execution make the outlook positive
BUSINESS
Emami: Bright growth prospects, appealing valuation
Growth turnaround, higher profitability could drive valuation re-rating
BUSINESS
Why investors can give Aye Finance IPO a miss
High product concentration, weak borrower profile, and large presence in vulnerable geographies could affect growth plans, asset quality
BUSINESS
Varun Beverages: Steady growth, but margins dip amid rising competition
Higher volume growth, with improved operating leverage, and better realisation will unfold in CY26
BUSINESS
Cholamandalam Investment: Positive outlook, valuation rich but will sustain
Healthy margin, low credit cost will support earnings growth and support valuations
BUSINESS
Nestle Q3 FY26: Promising growth, led by GST benefits, festive demand
Market-leading brands drive sharp sequential growth; however, valuation is rich
BUSINESS
The tax shock for cigarette companies continues in India Budget 2026
Sharp spike in NCCD to severely impact cigarette stocks
BUSINESS
ITC Q3FY26: Business mix to aid profitability amid tax headwinds
Core business posts a steady performance in Q3FY26
BUSINESS
Dabur Q3FY26: Consumption tailwinds to steer growth trajectory
Promising rural consumption and urban demand recovery are the principal growth drivers to help sustain market share
BUSINESS
Mahindra Finance Q3FY26: Pick-up in disbursements growth, lower credit cost to sustain
Sustained ROA expansion hinges on diversification-driven growth, stable asset quality
BUSINESS
Godrej Consumer: Higher growth, stable margins to drive stock re-rating
Innovations, inorganic expansion, and a fundamentally strong business mix to drive sustained earnings growth
BUSINESS
Marico Q3 FY26: In-line performance, multiple growth triggers
Revenue momentum remains strong, led by pricing growth and high single-digit underlying volume growth
BUSINESS
Tata Consumer Q3 FY26: Growth businesses continue to deliver
High-growth food and ready-to-drink segments outperform, with healthy margin recovery
BUSINESS
Shriram Finance: Sustained performance will be key to future stock re-rating
Expanding business growth, sector tailwinds, stable asset quality, and merger benefits augur well for the NBFC
BUSINESS
PNB Housing Finance Q3 FY26: Resilient performance in a challenging quarter
Sustained earnings, backed by higher growth, better product mix could trigger a valuation re-rating
BUSINESS
Will HDB Financial’s profit surge keep its momentum?
Growth recovery, stable asset quality, and improved product mix can trigger valuation re-rating
BUSINESS
Tata Capital Q3 FY26: Strong result bolsters outlook
Quarterly performance reflects both progress and prudence
