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
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.
