What I think is the name of APL Apollo will stand out here, as we have known this group and the management is also looking clean and as they are maintaining such healthy EV/EBITDA growth then I guess the PE will shrink down. Here we should look for Forward PE according to their guidance like FY25 is projected at ₹7,000-8,000 Cr, with expectations to ramp up to ₹13,000-14,000 Cr in FY26 and ₹18,000-20,000 Cr in FY27. This guidance will shrink down their PE and one concern about is their OPM which I think a good management knows how to handle.
| Subscribe To Our Free Newsletter |
