BUSINESS
Bajaj Housing’s growth trend, asset quality remain steady
Strong profit growth, fuelled by robust AUM growth
BUSINESS
Nestle India: Navigating demand challenges and commodity inflation
Margins remained steady despite elevated commodity prices
BUSINESS
Margins to take a back seat as HUL gears up for volume growth
The company banks on urban demand revival to drive a turnaround in volume growth
BUSINESS
Tata Consumer brewing growth, eyes more inorganic infusion
BUSINESS
Mahindra Finance’s re-rating hinges on diversification strategy, steady credit cost
Cost tailwinds, better mix, and higher fee-based income to drive RoA
BUSINESS
This housing financier is widening its footprint
Poised for strong growth, asset quality improvement
BUSINESS
Godrej Consumer: Volume revival, stable margins on the cards
Under-penetrated categories, rural expansion could unlock growth
BUSINESS
FMCG preview: Diverse growth trends, margin pressure to persist
Valuation upgrade requires sustained growth recovery, earnings support
BUSINESS
Loan growth, asset quality key to the stock re-rating of this housing finance company
LIC Housing Finance best placed to leverage government’s focus on low-cost housing segment
BUSINESS
SBFC Finance: How justified is the valuation of this stock?
The company’s focus is on easier access to credit across rural and semi urban India
BUSINESS
Discovery Series | Jyothy Labs: Raising the bar in fabric care premiumisation
This leading consumer company is a classic case of ‘heads, I win; tails, I don’t lose much’.
BUSINESS
Why India Shelter stands out in the over-crowded low-cost housing finance space
Unique business model and deep distribution reach to drive growth and profitability
BUSINESS
Sundaram Finance: Growth steady, but rich valuation could limit stock upside
Sequential growth improved amid a difficult operating environment
BUSINESS
Aadhar Housing: Growth story continues with steady asset quality
The company delivered healthy quarterly earnings and is poised to leverage sectoral tailwinds
BUSINESS
Repco Home Finance: Focused on affordable housing loans, undervalued
Core portfolio growth, geographical diversification will drive scale
BUSINESS
Cholamandalam Investment: Best long-term play among asset financiers
Asset growth targets remain intact; the stock, however, comes at a rich valuation
BUSINESS
Varun Beverages: Growth momentum to sustain with key drivers in place
Strong earnings visibility, backed by superior execution and large growth headroom.
BUSINESS
Britannia Industries Q3: The cookie tastes better
Better volume growth aided by execution.
BUSINESS
ITC Q3 FY25: Diversification drives top line, but inflationary pressure hurts margins
Resilient performance amid challenging operating environment
BUSINESS
Home First Finance: Growth levers in place to drive profitability, market share
The company continued to grow its asset base above industry levels
BUSINESS
Why Nestle India is a long-term play on consumption
Demand revival, capex push, and stable commodity prices to drive growth
BUSINESS
Aditya Birla Capital: Better growth, ebbing asset quality concerns could lift valuations
The right product mix will drive margins and return ratios, given steady credit cost.
BUSINESS
Nestle India: Consumption pick-up in core segments is the key
The company is an urban play and a key beneficiary of the Budget boost
BUSINESS
Marico: Better demand, steady execution to lift valuation
The company continued to gain both market share and penetration across 80 percent of the product portfolio
