Money Muscle

Money Muscle

Home
Earnings Call
Sectoral Insights
Archive
About
Piramal Enterprises FY25 Results: Return to Profits, Targeting 3X PAT in FY26
With 25% AUM growth, re-rating from 0.9× P/B hinges on PAT delivery, retail traction & merger gains—while embedded assets limit downside risk at current…
 • 
Money Muscle
Kaynes Technology FY25 Results: PAT up 60%, Eyes 60% Revenue growth in FY26
Targeting $1B by FY28 & $2B by FY30, strong growth fully priced in; leaving no margin for error. Limited upside remains unless margins or scale beat…
 • 
Money Muscle
Syrma SGS FY25 Results: PAT up 48%. Eyes 30-35% Revenue growth in FY26
30%+ revenue growth and steady margins from richer mix + exports look priced-in; at current valuations, only flawless long-term execution at current…
 • 
Money Muscle
1
Sky Gold FY25 Results: PAT Up 228%, Targeting PAT CAGR of 61% for FY25-27
Revenue CAGR of 46% for FY25-27 on the back of 52% growth in FY26 with expanding margins. Re-rating likely if EBITDA margins expand & execution is as…
 • 
Money Muscle
Karur Vysya Bank FY25 Results: PAT up 20%, FY26 Guidance Supports Growth Continuity
Valuation offers a cushion with strong downside protection, predictable earnings, and re-rating potential — making it an attractive bet for long-term…
 • 
Money Muscle
Transrail Lighting FY25 Results: PAT Up 40%, Eyes 25% Growth in FY26
Strong order book offers 24-month revenue visibility and margin stability for Transrail, but most of the FY26 execution upside appears priced into…
 • 
Money Muscle
2
Suzlon FY25 Results: PAT Up 190%, Eyes 60% Growth in FY26
Backed by 5.5 GW firm orders and a growing EPC pipeline, Suzlon must deliver flawlessly—rich valuations demand execution, margin stability, and timely…
 • 
Money Muscle
Frontier Springs FY25: PAT Up 167%, Revenue to Double by FY27
PAT CAGR of 47% as it Targets ₹500 Cr revenue by FY27 with stable margins; priced at 20× FY27 P/E leaves modest upside unless exports or defence scale…
 • 
Money Muscle

May 2025

Supriya Lifescience FY25 Results: PAT up 58%, FY26 Targets 20% Growth with ₹1,000 Cr Revenue by FY27
With new capacity online, Supriya targets ₹1,000 Cr revenue by FY27. High-margin APIs, CDMO growth, and rising ROE support upside despite elevated P/E.
 • 
Money Muscle
Capacit’e Infraprojects FY25 Results: PAT up 70%, Vision 2028 to Drive 20%+ Growth
Capacit’e offers opportunity with 20% PAT CAGR, improving ROE, & ₹4,000 Cr revenue by FY28. Low P/E & EV/EBITDA make it a low-debt EPC play with…
 • 
Money Muscle
Innova Captab FY25 Results: PAT Up 36%, FY26 Set for 40% Revenue Growth
Strong growth till FY28 driven by Jammu capacity ramp-up, branded exports, and margin expansion. Incentives, R&D scale-up, and attractive valuations…
 • 
Money Muscle
2
Man Industries FY25 Results: PAT Up 46%, FY26 Set for 25%+ EBITDA Growth
Strong growth till FY28 on new capacities, export momentum, margin gains from Saudi & Jammu ramp-up & land monetization. Undemanding valuations create…
 • 
Money Muscle
© 2025 Money Muscle
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture