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
BUSINESS
MC Pro Quick Take | Tata Consumer: Premium products, softer input costs push up margins
Value added brands, operating leverage and merger synergies to aid margins, going forward
BUSINESS
Will the pre-election rally in the Repco Home Finance stock last?
Business model up-gradation will boost loan growth and credit quality
BUSINESS
Why the stocks of these two small finance banks are for risk-takers
Higher loan growth, but core portfolio stress needs to be watched as far as both Utkarsh and Suryoday are concerned
BUSINESS
Aptus Value: Good time to add this high-growth housing finance player?
Earnings have improved while asset growth is healthy and asset quality stable
BUSINESS
FMCG: Has volume growth trend bottomed out?
Converging trends in rural and urban consumption
BUSINESS
SBFC Finance: Riding high on MSME credit growth cycle
Plans to add 25-30 branches annually, with a rising share of co-origination loans
BUSINESS
Dabur India: Can the sluggish growth trend reverse in election year?
Rural growth pickup remains a key factor to be watched
