Archive · 17 Jun 2025
3 Stocks: Steady Profit Growth Over Four Quarters
Imagine you're looking for companies that are doing really well.
These three companies, Firstsource, Caplin Point, and Home First, have been making more and more money every three months for a whole year!
Firstsource helps other businesses, and its healthcare business grew a lot.
Caplin Point makes medicine and is expanding into new areas.
Home First helps people buy houses, and it's also growing.
All three are doing well, but their stocks are priced a bit higher than usual, so you should be sure you're making a good decision for yourself before investing.
Three companies, Firstsource Solutions, Caplin Point Laboratories, and Home First Finance, show consistent profit growth over four quarters.
Firstsource Solutions, a business process management company, saw revenue rise 26% in FY25, with strong growth in healthcare.
Caplin Point Laboratories, a contract manufacturer, reported a 14% revenue increase in FY25 and is expanding its product portfolio.
Home First Finance, an affordable housing finance company, experienced a 21% rise in disbursements in FY25, leading to a 31% increase in assets under management.
Each company's stock trades at a premium or near its historical valuation.
- Who
- Firstsource Solutions, Caplin Point Laboratories, and Home First Finance
- What
- Three companies show consistent profit growth over four consecutive quarters.
- When
- FY25 and the last four quarters
- Where
- USA, UK, Latin America, Francophone Africa, and India
- Why
- Consistent profit growth may indicate stability, demand, and operational efficiency, and sustained business momentum.
Valuation
Median vs Current
Valuation Differentials
Valuation
Firstsource trades at a P/E multiple of 46x, well above its 10-year median of 14x.
Median vs Current
Caplin Point trades at a P/E of 30x, a 27% premium to its 10-year median of 22x. Home First trades near its 4-year median valuation.
- Firstsource FY25 Revenue Growth
- 26%
- Caplin Point FY25 Revenue Growth
- 14%
- Home First FY25 Disbursement Growth
- 21%
- Firstsource Healthcare Growth
- 30%
- Caplin Point RoCE
- 26%
- Home First Net Profit Growth
- 25%
- Home First AUM
- Rs 127 billion