Mc Pro. Mc Research

Rising secured loan share and lower cost of funds will drive return ratios

Nestle India: Top-line growth beats estimate, but cost inflation could stifle margins

Demand revival and rural penetration to drive growth

Hindustan Unilever: Weak demand, competitive intensity persists

Rural markets recovery remains a key factor to watch

Mahindra Finance: Is the stock correction an opportunity to add?

Caution warranted in the near term given the negative development

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

Will the pre-election rally in the Repco Home Finance stock last?

Business model up-gradation will boost loan growth and credit quality

Weekly Tactical Pick – Why this IT major’s valuation is a draw

The company is reporting steady order inflows and operating margin appears to have bottomed

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

SBFC Finance: Riding high on MSME credit growth cycle

Plans to add 25-30 branches annually, with a rising share of co-origination loans

Is there more juice left in the Repco Home Finance stock?

Bigger loan book and lower credit cost to drive stock upside

Weekly Tactical Pick: Why this conglomerate offers tactical scope

Decent dividend yield to support ITC’s valuation on the downside

Maruti Q3 FY24: Drives ahead with strong momentum, utility vehicles in the driver's seat

The company now expects to outperform the industry, thanks to its strong network and product launches, especially in the SUV category

S. Chand: This publishing stock has a long-term growth imprint

A worthy bet on the education sector with a brand value

Ethanol rule tweak — Is it a big relief?

The revised allocation of sugarcane for ethanol production is likely to have marginal impact

India Shelter Finance: Should investors consider this housing finance IPO?

Strong sectoral tailwinds, large under-penetration, and increasing government initiatives augur well for the company

Weekly Tactical Pick | Royal Orchid Hotels: Why should you buy this hotel stock?

With favourable demand-supply dynamics, the uptrend in average room rates is expected to sustain, boosting revenues as well as profitability for hotel companies like ROHL

Why are paper stocks underperforming?

The paper industry is intrinsically cyclical, influenced by demand-supply dynamics and input costs. Hence, the performance of paper stocks is contingent on earnings growth.

What makes CSB Bank a preferred bet

Given the bank’s small, restructured book, robust provision coverage ratio, and contingency provision, there seems little risk to future earnings, even if asset quality slips slightly on non-gold portfolio

IREDA: Is this green finance IPO a worthy bet?

The issue will help accelerate renewal energy financing

Will the Balrampur Chini stock rally last?

Profit soars due to higher crushing and expansion in distillery segment

Tata Motors Q2 FY24: JLR shines, margin looks up in domestic market

The vehicle maker posted strong performances both at home and abroad

Blue Star Q2: Consistently outperforming the industry

The company is seeing demand revival for RAC business after the summer season, which was impact-ed due to unseasonal rains

Weekly Tactical Pick: Why this frontline NBFC looks good after a big blow

Market leading position, strong rural distribution network, and potential improvement in return ratios will act as growth levers for Mahindra Finance a

Bajaj Auto: Earnings trajectory improving; valuations reasonable

Improved product mix, lower commodity prices, and higher forex realisation aided the company’s performance

IPO Watch — Vishnu Prakash R Punglia: This infra player is an outlier with impressive trackrecord

Capital infusion and the strong order book would boost earnings; valuation looks attractive