BUSINESS
HUL: Sluggish urban consumption tempers Q2 numbers
Gradual recovery in consumer demand needs to be monitored.
BUSINESS
Mahindra Finance: Subdued disbursements impact Q2 FY25 earnings
Better product mix and diversification strategy to bear fruit in H2 FY25
BUSINESS
Varun Beverages: Volume growth, better margins continue to drive bottom line
New business ventures and international expansion remain key growth drivers
BUSINESS
Bajaj Housing Finance: Steady Q2 FY25 earnings after stellar listing
While the earnings show is healthy, the rich valuation makes the risk-reward potential unfavourable
BUSINESS
Tata Consumer: Mixed bag in Q2; inorganic growth to unlock value
Weakness in beverages segment offsets growth in foods; international business fares well
BUSINESS
Nestle India: Sluggish consumption amid elevated commodity prices
Coffee and cocoa were particularly costlier while prices of cereals and edible oils picked up due to an erratic monsoon
BUSINESS
Aptus Value: The stock stands out in a weak market, time to pick?
Potential for high earnings growth and strong return ratios with stable asset quality
BUSINESS
Sundaram Finance: This asset-financing NBFC offers good risk-reward potential
A well-managed vehicle financing franchise with healthy asset quality
BUSINESS
Godrej Consumer: Growth momentum stays on course, but valuation captures the potential
Sustained performance in India and Indonesia, but cost headwinds could drag profitability
BUSINESS
NBFC Q2 Preview: Growth holds up with stable margins
Festive demand and rural recovery remain key growth drivers
BUSINESS
Aditya Birla Capital: This NBFC is on the growth track
Growth momentum to continue, led by digital initiatives and group synergies
BUSINESS
Sustained rural recovery, pricing spell good news for FMCG growth
As demand recovers, focus on execution will be key to help achieve growth
BUSINESS
Why investors can give Manba Finance IPO a miss
The lack of portfolio and geographic diversity could affect growth plans
BUSINESS
Bajaj Housing Finance’s stellar debut could trigger a sector re-rating
Valuations of HFCs show a stark picture of divergence and investors will be better off taking calculated risks
BUSINESS
Northern Arc’s IPO: Is the attractive pricing a top draw for investors?
The NBFC has a long experience in the lines of business it operates, but also carries certain risks
BUSINESS
Cholamandalam Investment: A promising player in the finance space
Asset growth and profitability targets remain intact; the stock, however, comes at a rich valuation
BUSINESS
Bajaj Housing Finance: Is it the right shelter for investors?
Multi-fold growth in the loan book and profitability in just six years of operation is commendable
BUSINESS
Home First Finance: Gearing up for the next milestone
Technology, at the heart of strategic initiatives, will drive growth and profitability
BUSINESS
LIC Housing Finance to diversify product mix to better balance growth and margins
Higher loan growth and stable asset quality are key to valuation re-rating
BUSINESS
Aavas Financiers — Will promoter change alter the stock’s fortunes for the better?
Aavas’s buyout is the largest deal in affordable housing finance sector and will end the supply overhang for the stock
BUSINESS
Emami: Summer-centric portfolio shines in Q1
Valuation re-rating, backed by improved financial performance, offers comfort.
BUSINESS
India Shelter Finance: Lower opex and funding cost to support RoA
Sufficient levers in place to drive growth and profitability
BUSINESS
Godrej Consumer: Decent growth runway, but valuation captures potential
The company’s entry into the high-growth, under-penetrated pet care business needs to be monitored
BUSINESS
Britannia Industries: Growth beyond core is the key
While top-line thrust is encouraging, non-core portfolio will drive growth and support margins.
