BUSINESS
Repco Home Finance’s valuation is undemanding even after the sharp rally
The outlook for loan book growth is encouraging; further improvement in asset quality on the cards
BUSINESS
Can Balrampur Chini put your portfolio in a sweet spot?
Investors need to consider whether the stock is worth it, despite stretched valuations and the risk of populist measures in an election year
BUSINESS
Should investors go with the Aavas Financiers stock?
The unexpected exit at the top management overshadowed the company’s earnings narrative
BUSINESS
JK Paper: Can it sustain the good show of FY23?
Volume growth and higher sales realisation drove strong earnings in the fourth quarter
BUSINESS
Aditya Birla Capital: Strong business growth and improving profitability
Impressive performance across lending segments, and improving insurance business; fresh capital infusion to further aid growth
BUSINESS
Cholamandalam Investment and Finance Company — Is the premium valuation justified?
Profit growth aided by a robust rise in AUM and a lower cost-to-income ratio
BUSINESS
Home First Finance – A good bet to build investing plinth in affordable housing
Consistent performance in terms of earnings growth and asset quality
BUSINESS
Mahindra Finance Q4FY23: Why this journey may be rewarding
Decent progress in terms of asset quality, growth and diversification via increasing new business contribution and consistent margins
BUSINESS
Shriram Finance: Profit dips on the back of one-off provision, impairment
Post-merger synergies and a more diversified loan book drive healthy asset growth
BUSINESS
TMB – Tepid performance, business growth needs attention
Profit driven by lower provision; core operating profit growth weak
BUSINESS
Triveni Engineering & Industries: Preparing for the next growth phase
The company is a key beneficiary of improving sugar industry fundamentals and growing industrial activity
BUSINESS
Is the sugar cycle gaining traction?
Sugar prices are on the rise, any further downwards revision in sugar production will likely push the prices up
BUSINESS
Dwarikesh Sugar: Structural story at play with ethanol focus
Distillery segment expansion, better cane variety mix, and robust cash-flow generation augur well for this company
BUSINESS
Aditya Birla Capital: Business growth in fast lane, profitability takes on shine
A well-diversified financial services player with strong parentage
BUSINESS
Navneet Education: Should investors bet on this stock?
Marked improvement in core business. Losses in investments and digital businesses to drag profitability
BUSINESS
Aavas Financiers eyes growth runway, should investors get on to it?
Digital transformation to accelerate AUM growth and productivity
BUSINESS
Repco Home Finance’s valuation undemanding, but re-rating depends on loan growth
Loan book growth outlook positive; further improvement in asset quality on the cards
BUSINESS
Sundaram Finance: Growth on track, focus to shift on driving margin
Strong momentum continued in Q3, led by robust commercial vehicle demand, aided by higher fleet utilisation
BUSINESS
Shriram Finance: Is the new journey worthwhile for an investor?
A stronger merged entity with better cross-sell opportunity and better financial risk profile to drive future growth
BUSINESS
Why are paper stocks lying low despite strong earnings?
The paper industry is cyclical on account of input price volatility and capital expenditure plans
BUSINESS
Uflex: Forex losses cast their shadow on Q3 results
Softening in offshore packaging film business, offsets the strong growth momentum in both Flexible and Aseptic packaging
BUSINESS
Mahindra Finance: Strong momentum on macro tailwinds
Growth in loan book and asset quality control led to an improvement in Q3; pick-up in new businesses to drive further growth
BUSINESS
Balrampur Chini Mills: Worst behind, ethanol to sweeten the sugar sector
Distillery segment expansion and higher crushing with better cane variety to drive margins growth and robust cash-flow generation
BUSINESS
West Coast Paper: Q3 FY23 earnings make a strong case for rerating
Blockbuster earnings aided by top-line growth and margin expansion
