BUSINESS
Mahindra Finance Q2 FY26: Strong growth, higher margins boost profitability
Valuation re-rating hinges on cyclical recovery in the core segment
BUSINESS
PNB Housing Finance Q2 FY26: Resilient show amid leadership setback
Growth rebound story at a reasonable valuation
BUSINESS
Colgate India Q2 FY26: Is valuation rerating on the cards?
Strategic growth levers, consumption boost will drive valuation
BUSINESS
HUL Q2 FY26: GST disruptions a blip, multiple triggers ahead
Volume-led growth, moderating inflation will drive better profitability metrics
BUSINESS
India Shelter Finance: Good time to add this high-growth housing finance player?
Focus on affordable housing finance to continue; multiple strategic levers to lift valuations
BUSINESS
Nestle Q2 FY26: Promising underlying growth amid GST-led disruption
Market-leading brands drive sharp sequential growth; however, valuation is rich
BUSINESS
Canara Robeco AMC IPO: Should investors bet on it?
With 91 percent of the AUM coming from equity-oriented schemes, the AMC enjoys the highest share of equity assets among the peers
BUSINESS
FMCG Q2 FY26 Update: GST cut, urban demand revival to aid growth
Easing inflation, tax impetus to drive consumption growth
BUSINESS
Will banking stocks react to a tepid Q2 FY26?
A pick-up in demand, along with fiscal and monetary measures, to support credit growth
BUSINESS
SBFC Finance: How justified is the valuation of this stock?
It is well-positioned to seize the big market opportunity in the SME space
BUSINESS
Why investors can give Ganesh Consumer IPO a miss
The lack of portfolio and geographic diversity could influence growth plans
BUSINESS
Sustainable, secured growth strengthens outlook for affordable housing finance companies
Companies with scalable models and balanced, risk-adjusted growth are likely to take the lead
BUSINESS
ITC: How does the new GST rate structure unfold for the cigarette business?
A flat GST on retail sales price will enhance pricing stability, and lower tax evasion, resulting in a predictable tax environment
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
