@Chins : – Hv u exited frm Sandhar Tech completely??
Apologies if u hv mentioned this in the thread earlier as I followed u frm Sandhar thread and havent read this pf thread in detail.
Why I find it undervalued – Though the mgmt has been aggressive in guidance, with majority of new plants capex behind thm and TVS + Honda projects lined up for next yr, don’t u think nos. nd margins vl start to improve frm here on??
The mgmt guided 30% rev. growth in next FY, If we take 25% on this yr’s base plus EBITDA margin in double digits owing to operational leverage – The co. is at 3.5X EBITDA.
Any divergent views from this??
Disclosure :- Not invested. Studying
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