Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Macquarie on ACC & Ambuja
Upgrade to Out Perform
$2.5bn fund infusion & plans to double capacity will see Ambuja’s growth profile re-rate
Raise CY22E & CY23E EBITDA for Ambuja by 5% & 6% & for ACC by 4% and 7%
Ambuja – TP Rs 580 & ACC – TP Rs 2985

Stock: ,
Source: Link
Date:

No Comments Yet

Leave a Reply

Your email address will not be published. Required fields are marked *

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 508 other subscribers

RSS Stocks Talk Forum

  • Anant Raj is riding India's data center wave. TP ₹1100 (31%)
    Anant Raj is riding India's data center wave. Multiple growth levers are at play. Strong pre-sales, collections & operational cash flows underpin its growth. Significant revenue, EBITDA margin expansion & long-term value creation expected. TP ₹1100 (31%) Download research report... Anant Raj is riding India's data center wave. TP ₹1100 (31%)
  • Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%
    Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%). 6 stocks ASM, Hind Rectifier, Neuland, LT Foods, Pearl Global & Concord are multibaggers with 100%+ YoY gain. Other big YoY winners are Raghav (97%), PTC (95%) & Nuvama (91%) ... Mukul Agrawal's portfolio has 56 […]
  • Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
    Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while improving asset quality. SFL has the ability to continue its growth trajectory and deliver a strong 17/17/19% CAGR AUM/NII/Earnings growth. Buy for TP ₹3825 (30%)... Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!