BUSINESS
Ruchira Papers is penning a transformational journey
The stock ticks all the right boxes, including strong growth visibility, attractive valuation, and high return ratios
BUSINESS
Repco Home Finance: Can you afford to add this affordable housing finance player?
Constructively upgrading business model to boost growth; undemanding valuation
BUSINESS
Will West Coast Paper benefit from sector tailwinds?
Rising imports impacted demand, but margins sustained; organic and inorganic expansions to fuel volume growth
BUSINESS
Navneet Education: A long-term pick to play the education makeover
Marked improvement in core business, though margins subdued; ed-tech investment strategy under review
BUSINESS
Balrampur Chini Mills: This sugar stock is likely to get sweeter
Healthy results on higher crushing with better cane variety and distillery segment expansion
BUSINESS
Home First Finance Q1 FY24: Profit surge on higher loan and asset growth
Healthy business momentum continued with sustained margin; spread beat guidance
BUSINESS
Should investors bet on the Aavas Financiers stock as it aims for high growth?
Digital transformation and calibrated geographic expansion to accelerate AUM growth and productivity
BUSINESS
Aditya Birla Capital: Strong business growth; outlook positive
Robust growth in lending book, other businesses are scaling up well. Fresh capital infusion to further aid growth
BUSINESS
Cholamandalam Investment: Multiple growth levers justify rich valuation
Profit growth aided by a robust rise in AUM and a better operating efficiency
BUSINESS
Should investors subscribe to SBFC Finance IPO?
At the upper end of the price band of Rs 57 per share, the non-bank lender is being valued at Rs 6,066 crore
BUSINESS
Mahindra Finance Q1 FY24: What’s making us optimistic for the long term?
Asset growth sustains, new growth engines will help to scale up further
BUSINESS
Shriram Finance: Profit surge on lower provision and operating costs
Post-merger synergies drive healthy asset growth. Margin dipped, but return ratios beat guidance
BUSINESS
JK Paper pens healthy story in Q1 FY24
Stellar earnings in a seasonally strong quarter. Organic expansion and newly acquired business aided higher margins
BUSINESS
IDBI Bank’s profit surges in Q1 FY24, all eyes on impending sale
Uptrend in operating momentum continues, one-off recovery aided higher margins
BUSINESS
Navneet Education is set to lead the education makeover
The company has created a strong brand image and holds over two-third of the total market share in the state board schools of Maharashtra and Gujarat
BUSINESS
Should investors go with Utkarsh Small Finance Bank IPO?
At the upper end of the price band of Rs 25 per share, the bank is being valued at Rs 2,740 crore.
BUSINESS
This NBFC offers multi-year growth opportunity
Impressive performance across lending segments; most operating metrics moving to pre-Covid levels.
BUSINESS
Aptus Value: Time to add this high-growth niche player?
Improved performance in terms of earnings growth and asset quality
BUSINESS
Is Piramal exit move a cause for worry for Shriram Finance investors?
Strong sector tailwinds, expanding business growth, stable asset quality, and merger benefits augur well for the NBFC
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
