So two large acquisitions as expected by the market. Key Aspects i wanted to analyse and drive deeper.
Chings Secret is bought out at 5100 Mcap with approx. 150 cr Ebitda for 2024. Thats 32-34x editda multiples. Looks fair but depends on TCPL to turbocharge growth by pumping the products across its distribution network.
Organic India not yet sure what to make of it. Will take a year to figure out. Overall not excited by the portfolio.
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