Moneycontrol PRO

Khushboo Rai

Senior Research Analyst

Moneycontrol.com

Which housing finance stock is worth a bet?

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

Aptus Value: Business moats, strong execution capabilities to drive valuation

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

HUL Q3 FY26: Growth speaks volumes about the quarterly show

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

Britannia Q3 FY26: Sustained growth recovery, stable margins on the cards

BUSINESS

Britannia Q3 FY26: Sustained growth recovery, stable margins on the cards

A diversified portfolio, strong execution make the outlook positive

Emami: Bright growth prospects, appealing valuation

BUSINESS

Emami: Bright growth prospects, appealing valuation

Growth turnaround, higher profitability could drive valuation re-rating

Why investors can give Aye Finance IPO a miss

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

Varun Beverages: Steady growth, but margins dip amid rising competition

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

Cholamandalam Investment: Positive outlook, valuation rich but will sustain

BUSINESS

Cholamandalam Investment: Positive outlook, valuation rich but will sustain

Healthy margin, low credit cost will support earnings growth and support valuations

Nestle Q3 FY26: Promising growth, led by GST benefits, festive demand

BUSINESS

Nestle Q3 FY26: Promising growth, led by GST benefits, festive demand

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

The tax shock for cigarette companies continues in India Budget 2026

BUSINESS

The tax shock for cigarette companies continues in India Budget 2026

Sharp spike in NCCD to severely impact cigarette stocks

ITC Q3FY26: Business mix to aid profitability amid tax headwinds

BUSINESS

ITC Q3FY26: Business mix to aid profitability amid tax headwinds

Core business posts a steady performance in Q3FY26

Dabur Q3FY26: Consumption tailwinds to steer growth trajectory

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

Mahindra Finance Q3FY26: Pick-up in disbursements growth, lower credit cost to sustain

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

Godrej Consumer: Higher growth, stable margins to drive stock re-rating

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

Marico Q3 FY26: In-line performance, multiple growth triggers

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

Tata Consumer Q3 FY26: Growth businesses continue to deliver

BUSINESS

Tata Consumer Q3 FY26: Growth businesses continue to deliver

High-growth food and ready-to-drink segments outperform, with healthy margin recovery

Shriram Finance: Sustained performance will be key to future stock re-rating

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

PNB Housing Finance Q3 FY26: Resilient performance in a challenging quarter

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

Will HDB Financial’s profit surge keep its momentum?

BUSINESS

Will HDB Financial’s profit surge keep its momentum?

Growth recovery, stable asset quality, and improved product mix can trigger valuation re-rating

Tata Capital Q3 FY26: Strong result bolsters outlook

BUSINESS

Tata Capital Q3 FY26: Strong result bolsters outlook

Quarterly performance reflects both progress and prudence

Is the FMCG sector poised for a recovery run?

BUSINESS

Is the FMCG sector poised for a recovery run?

Early updates point to a sequential improvement in consumption demand as the policy backdrop had strengthened

Can banking stocks continue to outperform amid a sharp rate cut cycle?

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

Is ITC a good buy, post correction triggered by the tax shock?

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

Why this affordable housing play deserves attention

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

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