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
BUSINESS
Hindustan Unilever: Resilient earnings numbers, working towards sustainable growth
Rural recovery to take centre stage going forward, helped by an expected decent monsoon
BUSINESS
Which housing finance stocks will benefit from higher budget allocation for PMAY?
Housing has a high multiplier effect with a host of forward and backward economic linkages
BUSINESS
Sanstar IPO: Does this maize-based ingredients play make a worthy investment?
Near-term growth depends on upcoming expansion plan
BUSINESS
Which small finance bank is most bankable?
Given the huge demand-supply gap, SFBs offer multi-fold growth opportunities
BUSINESS
Are MFI players staring at a bumpy road ahead?
The farm loan waiver scheme recently announced by Telangana could put stress on lenders and spoil the credit culture in the country
BUSINESS
LIC Housing Finance offers better valuation than peers
Valuation re-rating hinges on higher loan growth and stable asset quality
BUSINESS
India Shelter Finance: Should investors home in on this housing finance company?
Strong sectoral tailwinds, large under-penetration, and increasing government initiatives are positives
BUSINESS
Housing gets a push from new government. So, which housing finance companies to look at?
PMAY has had elevated budget allocation which should be beneficial for affordable housing
