We expect CSL to witness significant YoY growth in revenues & profitability over FY24-26E, led by execution pick-up in both the segments and increasing share of margin accretive ship-repair segment. We estimate revenue and PAT to grow at ~23% & ~36% CAGR respectively over FY23-26E as against the de-growth seen over FY20-23
Kenneth Andrade’s OLD BRIDGE MUTUAL FUND has AUM of Rs 179.33 Crores. Pharma stocks have the highest allocations. There are no Bank stocks in the portfolio
Kenneth Andrade’s OLD BRIDGE FOCUSED EQUITY FUND is an Open-ended Equity Scheme investing in maximum 30 stocks (Multi Cap). Its priorities are to buy enduring business models with emphasis on limiting capital losses, which is why emphasis is given on buying at the right price and value.
By doing this, a margin of safety is built in to protect the portfolio even if the estimates are on the wrong side
All stars are aligning for Indo Count Industries; valuation re-rating is on cards. Buy for target price of Rs 430 (46% upside): Nuvama
With a strong clientele, expanding product bouquet, entry into new export markets, shift in the product mix towards premium products, and cumulative capex of INR1,000cr by FY24-end, ICNT aims to double revenue over the next three-to-four years with margin expansion. We upgrade our TP to INR430 from INR350 earlier
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