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
BUSINESS
LIC Housing Finance to diversify product mix to better balance growth and margins
Higher loan growth and stable asset quality are key to valuation re-rating
BUSINESS
Aavas Financiers — Will promoter change alter the stock’s fortunes for the better?
Aavas’s buyout is the largest deal in affordable housing finance sector and will end the supply overhang for the stock
BUSINESS
Emami: Summer-centric portfolio shines in Q1
Valuation re-rating, backed by improved financial performance, offers comfort.
BUSINESS
India Shelter Finance: Lower opex and funding cost to support RoA
Sufficient levers in place to drive growth and profitability
BUSINESS
Godrej Consumer: Decent growth runway, but valuation captures potential
The company’s entry into the high-growth, under-penetrated pet care business needs to be monitored
BUSINESS
Britannia Industries: Growth beyond core is the key
While top-line thrust is encouraging, non-core portfolio will drive growth and support margins.
BUSINESS
FirstCry: Should investors subscribe to this IPO?
Long-term outlook is promising, given its strong brand, niche positioning, robust execution capabilities, and the potential for margin improvement.
BUSINESS
Marico: Encouraging guidance, premium products remain in focus
Marico’s ability to scale up new businesses will be key amid stress in the core portfolio
BUSINESS
Dabur: A sequential pick-up in demand, led by rural recovery
Healthy rural demand trends and normal monsoon will aid growth
BUSINESS
ITC: Healthy growth, but margin contracts on input cost escalation
New capex to provide fillip to growth businesses
BUSINESS
Varun Beverages: Growth momentum sustains, profitability expands
New business ventures and international expansion remain key growth drivers
BUSINESS
Tata Consumer: Acquisition cost weighs on profitability
Consolidation of margin-accretive acquisitions aid growth, but harsh summer affects demand
BUSINESS
Colgate Palmolive: Valuation at a premium after a strong run
Positive outlook, with rural areas expected to perform better
BUSINESS
Shriram Finance: Diversification, strong execution boost growth
The rising share of the high-yield mix and stable credit cost will drive the bottom line going forward.
BUSINESS
Nestle India: Weak consumer sentiment weighs on earnings
While volume growth hinges on demand revival, rural expansion remains a key growth driver
BUSINESS
Mahindra Finance: Profit jumps sharply amid unique challenges
One-off events disrupted growth and the focus should be on operating efficiency
