Agree, at this valuation can’t rely on managements word for 25% volume CAGR. FY23 done at 17% volume growth. Which is still good, but far from the commitment. And stock is at historical high valuations if we look at non-pe metrics too. Exit multiples won’t be more that 1 mcap/sales. However there are structural changes in the balance sheet. @basumallick sir, how do you approach valuation of such companies, just want to understand your thought process and learn
Saviour in Q4 result were gains from hedging.
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