Baburaj Pillai is a reclusive genius investor based in Singapore. He is supposed to have remarkable stock picking skills and we need to keep him in our radar
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- Power Mech Projects' order book backlog is 13X TTM revenues. Target Price ₹3330 (21% upside)Power Mech Projects' order book backlog is 13X TTM revenues, providing significant revenue visibility. Execution will scale up in 2nd half of FY25. Earnings are expected to grow at 41.3% and for ROE to improve significantly to 20.3% in FY27E. Target Price ₹3330 (21% upside) Download... Power Mech Projects' order book backlog is 13X TTM […]
- Patel Engg's order book is ₹17260 Cr implying 3.8x book to bill. TP ₹70 (24%)Patel Engg's order book is ₹17260 Cr implying 3.8x book to bill. It has bid for projects worth ~₹10000 Cr. Inflows of ₹10,000-12,000 Cr expected or FY25 with topline growth of 10- 15% in FY25 & 15-20%, in FY26. Balance sheet is stable. TP ₹70 (24%) Download report... Patel Engg's order book is ₹17260 Cr […]
- Park Hotels is poised for sustainable earnings growth. TP ₹245 (+27%)Park Hotels is poised for sustainable earnings growth. It has strong positioning in mid-segment branded hotels in key cities & superior performance on operating metrics compared to industry peers. Handsome shareholder returns expected. TP ₹245 (+27%) Download research report... Park Hotels is poised for sustainable earnings growth. TP ₹245 (+27%)
Recent Posts
- Strides Pharma: How to compute cost of acquisition of shares post-demerger between Strides Pharma and Onesource
- Power Mech Projects’ earnings are expected to grow at 41.3% and for ROE to improve significantly to 20.3% in FY27E. Buy for target price of ₹3330 (21% upside): Geojit
- ICICI Bank is well poised to deliver sustainable growth and profitability! Buy for target price of ₹1550 (17% upside): Motilal Oswal
- Patel Engineering has strong opportunity from the key segment coupled with stable balance sheet. Buy for target price of ₹70 (24$ upside): ICICI DIrect
- Apeejay Surrendra Park Hotels is poised for sustainable earnings growth. Buy for target price of ₹245 (27% upside): IDBI Capital
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