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.
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
