Hi @mayank_raghuwanshi Strides has guided for 20-22% margins. While OneSource will be demerged and get listed, we shall get about 1/3 value in that form. So excluding OneSource, Stride’s market cap will be ~8k crore. I expect Strides excluding OneSource to report 400 crores of profits. Hence, Strides is available at 20PE FY25 post demerger (whenever that happens).
After I bought stock has already runup 15-18% in a very short time. My conviction on Pharma and Chemicals is not that strong so I may not rampup or exit anytime.
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