BUSINESS
Colgate-Palmolive: Strong business faces demand pressure, margin stress
Growth-accretive adjacencies across core and personal care categories remain key drivers, with a focus on premium formats
BUSINESS
Emami Q3 FY25: Rural rebound, seasonal tailwinds help overcome urban slowdown
Emami offers solid growth prospects at an attractive valuation
BUSINESS
Bajaj Housing Finance: Business momentum in line with expectations
Expanding loan book to create a low-risk, sustainable business model
BUSINESS
Godrej Consumer: Cost, seasonality headwinds drag down India business
Entry into under-penetrated categories, rural expansion could unlock new growth drivers
BUSINESS
Shriram Finance: Favourable product mix, policy support key factors to sustain growth
Growth meets guidance, but sequential profit dips due to cost headwinds
BUSINESS
HUL Q3 FY25: Weak show amid muted urban demand
Strategic moves will strengthen portfolio mix, and drive growth and margins
BUSINESS
Can consumption get a lift from the Budget 2025?
The govt’s focus will continue to be on infrastructure and job creation. However, given the fiscal constraints and depreciation of the INR against the USD, the govt has limited space to provide direct consumption boost.
BUSINESS
FMCG Q3 preview: Steady execution to drive volumes amid sticky high inflation
With improving rural performance, companies with diverse growth avenues will outperform peers
BUSINESS
Why India Shelter stands out in the over-crowded low-cost housing finance space?
Niche market presence and the combined benefit of lower funding cost and operating leverage augur well for the company
BUSINESS
Why Aadhar Housing Finance is a sound long-term bet
Largest affordable housing finance player, yet undervalued
BUSINESS
Home First Finance: Scalability with profitability led by solid execution
Higher valuation could sustain, given risk-adjusted growth
BUSINESS
Should one avoid the FMCG sector now?
The early warning on growth and profit shortfall from Godrej Consumer adds to sectoral concerns
BUSINESS
Why Britannia is a defensive, long-term play on consumption
Steady growth with ability to capitalise on opportunities in an evolving market
BUSINESS
HUL: Value unlocking on the cards after ice cream business demerger
The high-growth, but low-margin category contributes only 3 percent to HUL’s turnover and needs significant investments.
BUSINESS
Sundaram Finance: Steady, sustainable growth with superior asset quality
A safer bet among the mid-cap NBFCs with best-in-class asset quality
BUSINESS
SBFC Finance: This NBFC is a strong growth play
The company is riding on the MSME credit growth cycle
BUSINESS
Britannia Industries: Healthy volume momentum sustains amid soft demand
Enhanced execution and balanced price actions are key to steady growth and margins.
BUSINESS
Aditya Birla Capital: Growth levers in place for this financial services player
Digital initiatives and group synergies will aid growth; merger of the NBFC arm could lift valuation
BUSINESS
Emami: Focus on balancing urban and rural growth, comfortable valuation
The company’s rural stronghold and distribution mix will aid sustained growth
BUSINESS
Colgate-Palmolive: Strategic initiatives, superior product mix drive growth
Company sees volume growth trends amid challenging operating environment
BUSINESS
Shriram Finance: Consistent growth, stable asset quality to drive valuation
Earnings growth will sustain led by rural expansion and merger synergies.
BUSINESS
Dabur: A bigger rural footprint, a wider product basket key growth levers
Urban demand has bottomed out and expected to pick up once food inflation stabilises
BUSINESS
Marico: Better demand, steady execution a plus for valuations
Steady trends in core and the scale-up of new businesses will drive growth
BUSINESS
Cholamandalam Investment: Best long-term play among asset financiers
Asset growth and profitability targets remain intact; the stock, however, comes at a rich valuation
