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    Moneycontrol Research Anaylsis

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    • 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

    • 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

    • Tata Consumer: Premium valuation caps upside

      Premium products and merger synergies to drive growth and margins

    • 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

    • Muthoot Finance – Why it will remain a modest performer with little fireworks

      Margin gain unlikely in principal gold loan business and non-gold businesses will entail higher credit cost

    • Weekly Tactical Pick: Why this conglomerate offers tactical scope

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

    • 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

    • Suryoday Small Finance Bank: Why this stock is for the risk-takers

      Return on asset stable, but core assets remain stressed

    • Divi’s Lab: Progress in product launch pipeline adds to conviction

      Sequential improvement in margin on the back of a favourable product mix and lower raw material prices

    • Tata Consumer Products: Resilient performance of new businesses with margin beat

      Premium products, operating leverage, and merger synergies to aid further growth

    • Britannia Industries: Volume growth top priority as margin peaks

      The biscuit maker gained market share in Q3 and maintained high margins despite intense competition

    • 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

    • Mahindra Finance: Healthy Q3FY24 performance, with asset quality in focus

      Risk-calibrated growth will be key in hitting target RoA

    • Cholamandalam Investment: Q3 margin stable on better asset mix

      Healthy loan growth, stable margins, and better asset quality improve return ratios

    • Shriram Finance: Merger synergies drive asset growth

      Elevated operating and credit cost weighed on Q3 earnings growth.

    • Home First Finance: In-line Q3 profit with encouraging loan growth target

      Q3 growth momentum continued with stable spreads and asset quality

    • ICICI Lombard 9M FY24: Healthy earnings and upbeat guidance

      Health insurance drives growth, while the combined ratio improved

    • Budget 2024: Off-radar agrochem may take centre-stage

      With the budget and election this year, agriculture will remain a talking point

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