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HomeAuthorKhushboo rai

Khushboo Rai

Senior Research Analyst

Moneycontrol.com

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

Aadhar Housing Finance: Is it a good bet on affordable housing?

BUSINESS

Aadhar Housing Finance: Is it a good bet on affordable housing?

The company is well placed, both on asset quality and growth trajectory

Varun Beverages: Twizza acquisition adds to international diversification strategy

BUSINESS

Varun Beverages: Twizza acquisition adds to international diversification strategy

The expansion will deepen penetration and strengthen market standing in South Africa

Shriram Finance: Will the foreign investor drive a stock re-rating?

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

Hitachi Energy poised to leverage domestic energy upcycle

BUSINESS

Hitachi Energy poised to leverage domestic energy upcycle

With improving margins and earnings visibility, the stock should offer good rewards

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

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