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
BUSINESS
FMCG preview: Diverse growth trends, margin pressure to persist
Valuation upgrade requires sustained growth recovery, earnings support
BUSINESS
Loan growth, asset quality key to the stock re-rating of this housing finance company
LIC Housing Finance best placed to leverage government’s focus on low-cost housing segment
BUSINESS
SBFC Finance: How justified is the valuation of this stock?
The company’s focus is on easier access to credit across rural and semi urban India
BUSINESS
Discovery Series | Jyothy Labs: Raising the bar in fabric care premiumisation
This leading consumer company is a classic case of ‘heads, I win; tails, I don’t lose much’.
BUSINESS
Why India Shelter stands out in the over-crowded low-cost housing finance space
Unique business model and deep distribution reach to drive growth and profitability
BUSINESS
Sundaram Finance: Growth steady, but rich valuation could limit stock upside
Sequential growth improved amid a difficult operating environment
BUSINESS
Aadhar Housing: Growth story continues with steady asset quality
The company delivered healthy quarterly earnings and is poised to leverage sectoral tailwinds
BUSINESS
Repco Home Finance: Focused on affordable housing loans, undervalued
Core portfolio growth, geographical diversification will drive scale
BUSINESS
Cholamandalam Investment: Best long-term play among asset financiers
Asset growth targets remain intact; the stock, however, comes at a rich valuation
BUSINESS
Varun Beverages: Growth momentum to sustain with key drivers in place
Strong earnings visibility, backed by superior execution and large growth headroom.
BUSINESS
Britannia Industries Q3: The cookie tastes better
Better volume growth aided by execution.
BUSINESS
ITC Q3 FY25: Diversification drives top line, but inflationary pressure hurts margins
Resilient performance amid challenging operating environment
BUSINESS
Home First Finance: Growth levers in place to drive profitability, market share
The company continued to grow its asset base above industry levels
BUSINESS
Why Nestle India is a long-term play on consumption
Demand revival, capex push, and stable commodity prices to drive growth
BUSINESS
Aditya Birla Capital: Better growth, ebbing asset quality concerns could lift valuations
The right product mix will drive margins and return ratios, given steady credit cost.
BUSINESS
Nestle India: Consumption pick-up in core segments is the key
The company is an urban play and a key beneficiary of the Budget boost
BUSINESS
Marico: Better demand, steady execution to lift valuation
The company continued to gain both market share and penetration across 80 percent of the product portfolio
BUSINESS
Mass and premium consumption goods to both benefit from Union Budget 2025-26
More disposable income in the hands of tax payers and higher allocation to rural schemes will propel buying by consumers
BUSINESS
Defensive FMCG stocks likely to be winning ideas as consumption takes centre stage
These companies are better placed to navigate near-term challenges successfully.
BUSINESS
Tata Consumer: Mixed bag in Q3; inorganic growth to unlock value
Strategic price increases accelerate core business growth, while the international business fares well.
BUSINESS
Dabur: Rural rebound, alternative channels drive growth amid food inflation
A bigger rural footprint and a wider product basket to be key growth levers.
BUSINESS
Mahindra Finance: Seasonal tailwinds, provision reversal aid growth, profitability
Better customer mix and diversification strategy to drive risk-adjusted growth.
