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
BUSINESS
Ruchira Papers sustains earnings momentum in Q3 FY23
The company enjoys a lean balance sheet and the growth in top line and earnings is likely to remain steady going forward
BUSINESS
JK Paper pens a healthy story in Q3 FY23
Robust earnings traction in Q3, aided by a strong jump in volumes and realisations
BUSINESS
Cholamandalam Investment and Finance Company: Is the premium valuation justified?
Strong signs of recovery in the auto and mortgage segments are key growth levers that will fuel stock upside
BUSINESS
Seshasayee Papers: Profit surges in Q3 FY23 with sustained margins
Strong volumes, significant margin improvement underline Q3 performance
BUSINESS
Home First Finance: Consistent show to support valuation re-rating
Strong earnings in Q3 aided by robust growth in AUM; triple-pronged strategy to sustain growth
BUSINESS
Tamilnad Mercantile Bank’s Q3FY23 profit rises but business growth sluggish
Lower provisions led to Q3 earnings growth but loan book growth muted and deposit trend weak
BUSINESS
Thanks to monsoon, sugar sector finds itself in a sweet spot
Following a healthy performance in 2022 on the back of record exports and production, the sugar industry is on track for a steady growth. The energy- positive and lucrative ethanol will be an added sweetener
BUSINESS
This asset financing NBFC carries solid risk-reward ratio
Strong signs of recovery in the commercial vehicle and the tractor segments provide meaningful tailwinds
BUSINESS
Balrampur Chini Mills: Poised for the next growth cycle
Distillery segment expansion, higher crushing with change in cane variety, strong financials and a robust cash-flow generation augur well for this company.
BUSINESS
Five-Star Business Finance: What should investors do, post the strong debut?
Five Star is among the frontrunner, offering highest disbursement growth, superior margins and returns, and the best valuation among peers
BUSINESS
EID Parry: Why the prospects are sweet for this stock
Ethanol story intact with enhanced capacity expansion. Massive opportunity in bio-fuel to drive profitability and help in re-rating. Robust fundamentals, strong parentage, and established track record add to confidence
BUSINESS
Navneet Education is ready to turn the page
The well-diversified business model recovered, post-COVID. Expanding footprint in the digital content segment and strong global demand for paper stationery could be key upside triggers. Also, phased implementation of NEP 2020 will provide thrust to revenues
BUSINESS
Shriram Finance Limited: Awaiting the makeover magic to work
Encouraging outlook as the company transforms from a uni-segment entity to a more diversified play after the merger. Second quarter saw a decent growth in disbursement, coupled with improving margins, asset quality and credit cost
BUSINESS
Uflex: New opportunities unfolding with upcoming and new facilities
Reasonable Q2 performance. Liquid and flexible packaging segments come to the rescue and compensated for the losses in the packaging films side
BUSINESS
Repco Home Finance: Strong recovery, momentum to continue
Sharp improvement seen across key metrices in Q2. Although loan book growth remained muted, spreads, margin and returns improved sequentially
BUSINESS
Ruchira Papers: Profit soars, sector tailwinds pave the way for valuation re-rating
Blockbuster earnings in Q2, aided by robust growth in volumes and realisations
BUSINESS
Apollo Hospitals: Core business cruising well, profitability in non-hospital business a key watch
Margin improvement continued in the hospital division in Q2, but Apollo 24/7’s operating cost weighed on EBITDA growth
BUSINESS
West Coast Paper Q2: Why the case builds for stock upside
Blockbuster earnings in Q2FY23 aided by top-line growth and margin expansion
