Hey Saurabh
I’ll Consider Bull, Bear and Base case in margins Rather than PE multiples
PE Is likely the outcome of Growth and market sentiment
Imo considering 18-19% margins at nase case Scenario
15-17% in bear case and 20%+ in Bull case
If co. Delivers good on earnings PEG Will be more than 2
Imo one should set the earnings forecast and not the PE Multiples forecast i might be wrong
Other Key points nobody in the right mind would comprehend the company to do turnover of 1000 crores in this Financial year
- The company doesnt even have the capability to do so
- Capex going live in Q1 of next FY
- 1000 Crore will take atleast 1.5 year FY 25 May be
And hence the whole model goes for toss
I Might be wrong but wrong that co. Can do such big turnover even after 1.5 year may take 2 too
Disclaimer – Invested and Biased
| Subscribe To Our Free Newsletter |
