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
BUSINESS
Cholamandalam Investment: Stellar Q4; promising outlook
All-time best disbursement growth, profitability and asset quality
BUSINESS
MC Pro Quick Take | Britannia Industries: Muted show in a challenging operating environment
Normal monsoon and better execution in non-core brands will aid growth recovery.
BUSINESS
Dabur: Normal monsoon can fast-track rural demand recovery
Further pickup in rural demand remains a key factor to be watched
BUSINESS
Jana Small Finance Bank: Why is it still attractive after the sharp rally?
Rising secured loan share and lower cost of funds will drive return ratios
BUSINESS
Shriram Finance: Strong quarter, thanks to better execution, post merger
Merger synergies lead to gradual improvement in asset quality, return ratios
BUSINESS
Nestle India: Top-line growth beats estimate, but cost inflation could stifle margins
Demand revival and rural penetration to drive growth
BUSINESS
Hindustan Unilever: Weak demand, competitive intensity persists
Rural markets recovery remains a key factor to watch
BUSINESS
Tata Consumer: Premium valuation caps upside
Premium products and merger synergies to drive growth and margins
BUSINESS
Mahindra Finance: Is the stock correction an opportunity to add?
Caution warranted in the near term given the negative development
