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
BUSINESS
Colgate Palmolive: Higher penetration, diversification on the cards
Newly launched products and competitive intensity in non-premium products need to be watched
BUSINESS
Aditya Birla Capital: Growth on track with key drivers in place
NBFC portfolio to double in size in the next three years
BUSINESS
Quick Take | Colgate Palmolive: Strategic initiatives, brand investment paying off
Rural market recovery, premium products will lead to earnings growth
BUSINESS
Varun Beverages: Growth trajectory remains strong on new catalysts
Strategic capacity expansion and rising penetration across territories remain key growth drivers
BUSINESS
Marico: Encouraging guidance, but valuation fair
Volume growth in core and acceleration in growth portfolio will be key
BUSINESS
Godrej Consumer Products: Volume growth plays out across the board
Growth backed by category development and brand-building
BUSINESS
Britannia Industries: Execution of volume growth guidance remains crucial
BUSINESS
Mahindra Finance: Muted earnings due to one-off provision
Healthy improvement across all key metrics, but bottomline took a hit due to the KYC fraud
