Some regulatory tightenings are indications of future potential: 6 NBFC stocks with upside potential of up

Gone are the days, when a single company was considered a bellwether for IT sector stock. Today, whether it is a large or mid sized company, all have different focus areas and hence their quarterly results tend to differ from one another. Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores.

Textile is one of the oldest industrial sectors in India. However, right from labour issues to smaller Asian countries becoming more competitive in terms of cost of production, different segments of the textile industry have faced more headwinds than tailwinds in their history of existence. This list is drawn from Stock Reports Plus, powered by Refinitiv, with over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum.

One change for making higher provision for unsecured loans and we see all the NBFC stocks tumbling. But four weeks later what is the situation, no one on the street is even talking about it and stocks have crossed the level when the announcement was made. The fact is that some regulatory measures are indicators of overall growth potential which the regulator is just trying to moderate in order to avoid overheating of some segment of industry. The other question is that an industry like NBFC which is bound to grow given the fact that capital was, is and will remain a scarce commodity, which are the benchmark which one should use to take exposure with a long term perspective.

Cement has been a sector where most of the analysts have been caught off guards. The stocks have done well and a large number of analysts have been sticking to their stands that pricing and capacity utilization is an issue. What they probably ignored was the fact that any industry which has been facing headwinds for a long time tends to sort the issues and few players are able to make a comeback as consolidation takes place. Pretty much what we have seen in power.

When the nifty is forming a new high everyday, risks are increasing on the street. In such times, it would be better that while looking at stocks one also focuses on reducing the risk by taking a hard look at some numbers which are critical indicators. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy .

With its expertise in AI, strategic diversification, and a proven track record of successful transformations, Cyient is well-positioned to ride the AI wave. For investors seeking exposure to high-growth sectors, the midcap IT stock deserves a closer look

While they all come under the broad umbrella of financial services, they are so diverse that each segment is an industry in itself which is governed by an operating matrix that is very different from another. For example, a Housing finance company can be happy with 10 percent net margins, but for an average asset management company ( AMC) the net margin would be more than 30 percent. The only common thing that binds the financial service sector is the GDP growth rate as the growth in all segments has a certain well-defined relationship with GDP growth.

While the spike in sugar price is a recent phenomena, the Indian sugar sector has gone through a transformation. Many may not know that the first attempt to mix ethanol with other fuels and achieve the twin objective of reducing oil import bill and helping industry was made even in the year 2001. As the underlying macro changes sugar companies are making a comeback on the analyst list

Capital good companies had faced tough times for many years. Given the fact that hardly any capacity buildup was taking place in any industry, a number had to change their product portfolio and had to live with very low margins. But all the efforts have now started to show some results. Given the performance of the stock, a large majority of these stocks have hold recommendations from the analysts.