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
BUSINESS
Home First Finance: Consistent numbers to support valuation re-rating
Poised for the next leg of growth
BUSINESS
Which stocks are better placed to play the mass consumption theme?
FMCG sector, a preferred rural play, is on the cusp of a recovery
BUSINESS
Why these housing finance stocks should be on your radar, even if a new government with a reduced majority comes to power
Housing’s importance in the economy and the demand for affordable housing means policy support will continue, resulting in growth opportunities for housing finance companies
BUSINESS
Emami: Investments in brands, better execution to aid growth
Continued rural recovery remains the key growth driver
BUSINESS
Sundaram Finance: Sustainable growth story, rich valuation
Long-term prospects are bright on the back of growth momentum
BUSINESS
ITC: Steady performance by the core business supports margin profile
We remain positive on the long-term prospects of the business, given ITC’s healthy cash flow
BUSINESS
Which housing finance stock is worth a bet?
Among the HFCs, affordable housing finance is the fastest growing sub-segment
