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
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
