BUSINESS
Cholamandalam Investment: Why does this richly valued asset financing company deserve attention?
Q2 profit jumps on robust rise in AUM. The significantly under-served mid-market ecosystem is driving the rapid growth in new segments. Given the small base, there is a huge opportunity for above-average growth.
BUSINESS
Aditya Birla Capital: Superior performance in Q2, outlook promising
Robust growth in lending business; other businesses scaling up well
BUSINESS
Triveni Engineering & Industries: Why this sugar stock doesn’t taste sweeter
Sustainable opportunity in ethanol and power transmission businesses, but uncertainty looms on sugar production
BUSINESS
SBFC Finance: Riding high on MSME credit growth cycle
Strong earnings in Q2 aided by robust growth in AUM
BUSINESS
Will Home First Finance’s disbursements sustain despite stiff competition?
Strong quarter across all operating and financial parameters; spread beats guidance
BUSINESS
Mahindra Finance’s Q2 profit dips, but on track to achieve Vision 2025 targets
Sentiment is holding up despite monsoon deficit; provision reversal to aid profitability
BUSINESS
Shriram Finance: Profit rises on better product mix
Post-merger synergies drive healthy asset growth; margins expand, and return ratios beat guidance
BUSINESS
Bajaj Auto: Earnings trajectory improving; valuations reasonable
Improved product mix, lower commodity prices, and higher forex realisation aided the company’s performance
BUSINESS
Is the rally in S. Chand sustainable?
A worthy bet on education sector with a brand value
BUSINESS
Is there more upside in the Seshasayee Paper stock?
Higher capacity and improved operating costs to support margins, new education policy offers huge opportunity
BUSINESS
Uflex: Has this company turned the corner?
With over-supply issues largely behind, volumes and margins to improve in the coming period
BUSINESS
Can the Triveni Engineering stock keep its rally going?
Sustainable opportunity in ethanol and power transmission businesses, but un-certainty looms over sugar production
BUSINESS
Why we see upside in this South India-based asset financing entity
Steady and sustainable loan growth; pristine credit quality
BUSINESS
SBFC Finance: Can this new kid get a foothold in the listed financial services space?
Strong earnings in Q1 aided by robust growth in AUM despite higher operating expenses
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
