BUSINESS
GST boost for FMCG companies to drive demand recovery, sector re-rating
Lower taxes on daily essentials, packaged food, and oral and personal care categories will revive consumption
BUSINESS
Is the FMCG sector gearing up for another disruption?
Reliance Consumer Products Ltd (RCPL) is positioned to become a major disruptor in India's FMCG sector, with Reliance Industries announcing aggressive expansion plans
BUSINESS
What can drive the stock performance of this financial services player?
Poised to maintain growth momentum with a sustainable business model
BUSINESS
Will this major cigarette player be able to beat the tax worries?
A possible taxation shock could create near-term demand headwinds
BUSINESS
Emami: Why this niche FMCG stock merits attention, post correction
Rural stronghold, and higher premium mix will give fillip to growth, margins
BUSINESS
Cholamandalam Investment: Is the valuation justified?
Margin expansion expected in FY26, backed by lower funding cost
BUSINESS
Godrej Consumer Q1 FY26: Sustained growth, stable margins on the cards
Easing palm oil prices, strong innovations will drive sequential volume growth
BUSINESS
Britannia Q1 FY26: Is the stock crunchy enough amid cost headwinds?
Market share gain in core segments, and strategic focus on premium variants will drive profitable growth
BUSINESS
Marico Q1 FY26: Top-line growth shines, margin pressure to persist
Growth, margin synergies in emerging businesses will drive profitability
BUSINESS
ITC Q1 FY26: What will drive valuation as cigarette volumes remain steady?
FMCG growth recovery, urban demand, and stable commodity prices to aid growth, profitability
BUSINESS
Dabur Q1FY26: Demand recovery, valuation are key positives
Promising rural trends, urban demand recovery are principal growth drivers
BUSINESS
HUL Q1FY26: Competitive growth driven by portfolio transformation
Strong brands, and higher salience of premium portfolio remain key growth catalysts
BUSINESS
Varun Beverages: International growth offsets headwinds from unfavourable weather
The company is geared for growth, with adequate capacity and diversified portfolio
BUSINESS
How do these two affordable HFCs compare, post their Q1 results?
The affordable housing finance sector has a long growth trajectory underpinned by strong structural drivers
BUSINESS
Shriram Finance: Can it gain from its rural focus?
The company’s strategic moves and rural focus augur well for growth and profitability.
BUSINESS
Nestle Q1 FY26: Look past the margin blip to spot the promising underlying growth
Strong urban play, formidable market position, and strong brand equity to support growth
BUSINESS
Tata Consumer Q1 FY26: Stable revenue, profit growth despite margin headwinds
Improving input costs, momentum in growth-oriented businesses to drive better growth and margins
BUSINESS
PNB Housing Finance: Growth rebound story at a reasonable valuation
Growth-accretive expansion, resumption of corporate lending will drive scale, boost RoA
BUSINESS
Mahindra Finance’s re-rating hinges on diversification strategy, steady credit cost
Cost tailwinds, better mix, and higher fee-based income to drive RoA
BUSINESS
FMCG preview: Charting a comeback aided by urban demand recovery, easing inflation
Strong brands, higher salience of premium portfolio, and vast geographical footprint will remain key growth catalysts
BUSINESS
Will the banking stocks continue to outshine after a sharp fall in rates?
Despite profitability coming under pressure, valuation remains reasonable for both private and public sector banks
BUSINESS
Aadhar Housing to play a key role in filling the demand gap
Long-term play, backed by strong operational foundation, sector tailwinds
BUSINESS
HDB Financial Services IPO: The pricing of the issue is a surprise
The unlisted shares of the non-bank subsidiary of HDFC Bank were trading at a higher price in the OTC market
BUSINESS
Is the cigarette major still a value play?
A possible taxation shock could create near-term demand headwinds
