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
BUSINESS
Godrej Consumer Q2: Steady numbers amid cost headwinds
Focus on profitability, innovation, and business simplification to continue
BUSINESS
ITC Q2 FY25: Margin headwinds across the board
Diversification drives top-line growth, but inflationary pressure hurts margins.
BUSINESS
HUL: Sluggish urban consumption tempers Q2 numbers
Gradual recovery in consumer demand needs to be monitored.
BUSINESS
Mahindra Finance: Subdued disbursements impact Q2 FY25 earnings
Better product mix and diversification strategy to bear fruit in H2 FY25
BUSINESS
Varun Beverages: Volume growth, better margins continue to drive bottom line
New business ventures and international expansion remain key growth drivers
BUSINESS
Bajaj Housing Finance: Steady Q2 FY25 earnings after stellar listing
While the earnings show is healthy, the rich valuation makes the risk-reward potential unfavourable
BUSINESS
Tata Consumer: Mixed bag in Q2; inorganic growth to unlock value
Weakness in beverages segment offsets growth in foods; international business fares well
BUSINESS
Nestle India: Sluggish consumption amid elevated commodity prices
Coffee and cocoa were particularly costlier while prices of cereals and edible oils picked up due to an erratic monsoon
BUSINESS
Aptus Value: The stock stands out in a weak market, time to pick?
Potential for high earnings growth and strong return ratios with stable asset quality
BUSINESS
Sundaram Finance: This asset-financing NBFC offers good risk-reward potential
A well-managed vehicle financing franchise with healthy asset quality
BUSINESS
Godrej Consumer: Growth momentum stays on course, but valuation captures the potential
Sustained performance in India and Indonesia, but cost headwinds could drag profitability
BUSINESS
NBFC Q2 Preview: Growth holds up with stable margins
Festive demand and rural recovery remain key growth drivers
BUSINESS
Aditya Birla Capital: This NBFC is on the growth track
Growth momentum to continue, led by digital initiatives and group synergies
