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
BUSINESS
Sustained rural recovery, pricing spell good news for FMCG growth
As demand recovers, focus on execution will be key to help achieve growth
BUSINESS
Why investors can give Manba Finance IPO a miss
The lack of portfolio and geographic diversity could affect growth plans
BUSINESS
Bajaj Housing Finance’s stellar debut could trigger a sector re-rating
Valuations of HFCs show a stark picture of divergence and investors will be better off taking calculated risks
BUSINESS
Northern Arc’s IPO: Is the attractive pricing a top draw for investors?
The NBFC has a long experience in the lines of business it operates, but also carries certain risks
BUSINESS
Cholamandalam Investment: A promising player in the finance space
Asset growth and profitability targets remain intact; the stock, however, comes at a rich valuation
BUSINESS
Bajaj Housing Finance: Is it the right shelter for investors?
Multi-fold growth in the loan book and profitability in just six years of operation is commendable
BUSINESS
Home First Finance: Gearing up for the next milestone
Technology, at the heart of strategic initiatives, will drive growth and profitability
