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
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
