BUSINESS
Sundaram Finance: Growth steady, but rich valuation could limit stock upside
The company has managed to maintain a healthy growth in a difficult operating environment, thanks to its focus on a prudent product mix and focus on asset quality
BUSINESS
This oral care major suffers from demand headwinds, competitive pressures
Urban demand recovery, strategic initiatives to aid growth in the second half
BUSINESS
ITC Q4 FY25 numbers beat muted demand, cost headwinds
Newly added high-growth businesses will create a future-ready portfolio
BUSINESS
Repco Home Finance: Sustained loan growth to drive re-rating
Loan growth, asset quality improvement on the cards
BUSINESS
Emami Q4: Higher rural focus helped in better execution
Rural rebound, seasonal tailwinds drove double-digit growth across core
BUSINESS
India Shelter Finance: Strong traction in disbursement to help
Focus on affordable housing finance to continue; multiple strategic levers to lift valuations
BUSINESS
Aditya Birla Capital: This NBFC is on the growth track
Calibrated product mix, post-merger synergies are key growth levers
BUSINESS
Britannia Industries: Volume-led growth, margin recovery on the cards
Normal monsoon, better execution expected to aid growth recovery
BUSINESS
Suryoday Small Finance Bank – a stock for investors with high risk appetite
Growth guidance intact, but core portfolio stress needs to be watched
BUSINESS
MCPro Quick Take: Volume growth in Britannia Industries precedes margins
Normal monsoon and better execution in non-core brands expected to aid growth recovery
BUSINESS
Dabur: Portfolio transformation, valuation keep us constructive
Promising rural trends, urban consumption boost key growth drivers
BUSINESS
Godrej Consumer: Building a future-ready portfolio
Global business simplification drove sequential EBITDA margin expansion on a consolidated level
BUSINESS
Utkarsh Small Finance Bank: Why this stock is for risk-takers?
Lower default, better recovery expected as micro-finance cycle turns around
BUSINESS
Marico: Volume recovery, steady execution to propel earnings growth
The company continues to gain market share across majority of the product portfolio
BUSINESS
Varun Beverages: Is it the right drink for investors?
Massive headroom for growth with adequate capacity, diversified portfolio
BUSINESS
A long-term play on asset financing
Healthy performance with visible signs of improvement in disbursals, asset quality
BUSINESS
Shriram Finance: Can it gain from its rural focus?
The company’s growth met guidance, but higher credit cost weighed down on profitability in the March quarter
BUSINESS
Bajaj Housing’s growth trend, asset quality remain steady
Strong profit growth, fuelled by robust AUM growth
BUSINESS
Nestle India: Navigating demand challenges and commodity inflation
Margins remained steady despite elevated commodity prices
BUSINESS
Margins to take a back seat as HUL gears up for volume growth
The company banks on urban demand revival to drive a turnaround in volume growth
BUSINESS
Tata Consumer brewing growth, eyes more inorganic infusion
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
This housing financier is widening its footprint
Poised for strong growth, asset quality improvement
BUSINESS
Godrej Consumer: Volume revival, stable margins on the cards
Under-penetrated categories, rural expansion could unlock growth
