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
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
