BUSINESS
Dabur India: Can the sluggish growth trend reverse in election year?
Rural growth pickup remains a key factor to be watched
BUSINESS
Aavas Financiers: Time to add this affordable housing finance player?
Strong franchise with potential of superior return profile
BUSINESS
HUL: A defensive play led by premium products
The FMCG giant is investing in brands and extending reach
BUSINESS
Is ITC still a value play?
Well-diversified business model with robust free cash flows
BUSINESS
Is there more juice left in the Repco Home Finance stock?
Bigger loan book and lower credit cost to drive stock upside
BUSINESS
Gopal Snacks IPO: Will it be a worthy investment?
The company enjoys industry-leading return ratios and the best asset turnover ratio among peers
BUSINESS
Sundaram Finance: A multi-year growth story but valuation rich
Market share gain across segments will aid steady loan book growth
BUSINESS
Godrej Consumer Products: Promising outlook
Volume-led growth on the back of category development and increased investment behind brand-building
BUSINESS
Aditya Birla Capital: Recalibrating growth in unsecured loans
NBFC portfolio to double in size in the next three years with key growth drivers in place
BUSINESS
Why Nestle India is a long-term play on consumption
Demand revival, capex push, and stable commodity prices to drive growth
BUSINESS
Suryoday Small Finance Bank: Why this stock is for the risk-takers
Return on asset stable, but core assets remain stressed
BUSINESS
Emami: Delayed winter and subdued rural markets impacted performance
Rural recovery needs to be watched in the near term
BUSINESS
Tata Consumer Products: Resilient performance of new businesses with margin beat
Premium products, operating leverage, and merger synergies to aid further growth
BUSINESS
Britannia Industries: Volume growth top priority as margin peaks
The biscuit maker gained market share in Q3 and maintained high margins despite intense competition
BUSINESS
Should you consider the IPO of Jana Small Finance Bank?
The IPO is priced attractively and there are levers for improvement in return ratios
BUSINESS
Varun Beverages: Capacity addition to drive growth
Company derives maximum revenues and profitability in the April-June quarter
BUSINESS
Housing gets a boost in election Budget
PMAY gets higher allocation which should be beneficial for affordable housing
BUSINESS
Dabur India: Cautiously optimistic
Rural market recovery and higher growth from healthcare verticals are the key factors to watch for
BUSINESS
Mahindra Finance: Healthy Q3FY24 performance, with asset quality in focus
Risk-calibrated growth will be key in hitting target RoA
BUSINESS
Cholamandalam Investment: Q3 margin stable on better asset mix
Healthy loan growth, stable margins, and better asset quality improve return ratios
BUSINESS
Marico: Core categories remain subdued
Foods and Premium portfolios to outperform core categories
BUSINESS
Shriram Finance: Merger synergies drive asset growth
Elevated operating and credit cost weighed on Q3 earnings growth.
BUSINESS
Home First Finance: In-line Q3 profit with encouraging loan growth target
Q3 growth momentum continued with stable spreads and asset quality
BUSINESS
Will banks face margin pressure with deposit slackness continuing in Q3?
With asset quality holding up, the key determinant of banks’ profit will be margins and operating efficiency in H2 FY24. In this context, deposit growth trend is very crucial
