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Newgen Software Technologies: 41% PAT growth 22% Revenue growth in 9M-25 at a PE of 74
Revenue CAGR of 36-50% for the next 3-4 years as NEWGEN targets $500 mn revenue. FY25 revenue growth in line with historical growth of around 20%.
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Ganesh Housing Corporation: PAT growth of 25% & Revenue growth of 19% in 9M-25 at a PE of 24
30-35% PAT growth guidance in FY25 with high margins. GANESHHOUC owns the land bank purchased at low prices. Rs 10,800 cr free cash flows expected in…
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Money Muscle
Bank of Maharashtra: PAT growth of 42% & Net Interest Income growth of 18% in 9M-25 at a PE of 9
Strong uptrend in business, sequential QoQ net profit increases since FY20. Robust guidance for FY25. Attractive valuations given the guidance…
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HDFC Asset Management Company: PAT up 30% & Revenue up 37% in 9M-25 at a PE of 37
Strong growth in an environment of cyclicality. Macro trend of Industry growth & increasing market share continues in a challenging quarter…
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Anand Rathi Wealth: 34% PAT growth & 33% revenue growth in 9M-25 at a PE of 58
Guidance of 30%+ PAT & Revenue growth in FY25. ANANDRATHI is a sustainable 20-25% growth business. Tailwinds of rising HNI population seeking wealth…
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IREDA: 31% PAT growth & 35% revenue growth in 9M-25 at a PE of 35
Guiding 34% AUM growth for FY24-30. Runway for growth is both long and steep. Valuations are not cheap and have priced in the future growth. Equity…
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Transformers & Rectifiers India: PAT growth of 2126% & revenue growth of 72% in 9M-25 at a PE of 103
FY25 revenue growth of 43% & EBITDA growth of 87-94%. FY24-27 guidance of EBITDA CAGR of 75-85% & Revenue CAGR of 52-57%. Margin expansion 10.5% to…
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Styrenix Performance Materials: PAT growth of 49% & revenue growth of 19% in H1-25 at a PE of 24
Volume growth guidance of 20% for FY25. FY24-28 capacity to expand at a CAGR of 20%. Past performance does not inspire confidence. Positive outlook…
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Garware Hi Tech Films: PAT growth of 64% & revenue growth of 46% in H1-25 at a PE of 37
Revenue CAGR of 22% guidance for FY24-26. Possibility of GRWRHITECH beating guidance. Margins to be stable at 25% (+/- 3%). Reasonable valuations from…
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Yatharth Hospital: PAT growth of 32% & revenue growth of 32% in H1-25 at a PE of 36
Guidance of 34-42% revenue growth in FY25. Growth to be driven by increase in number of bed and average revenue per occupied bed. EBITDA margins to be…
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Rashi Peripherals: PAT growth of 64% & revenue growth of 46% in H1-25 at a PE of 14
Revenue CAGR of 20% delivered over the long term. FY-25 expected to be strong based on H1-25 performance. Available at reasonable valuations. At a price…
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Money Muscle
Dynacons Systems & Solutions: 35% PAT growth & 25% Revenue growth in H1-25 at a PE of 32
Riding momentum of FY20-24 with PAT CAGR of 75% & Revenue CAGR of 33%. FY25 outlook strong driven by order book & repeat orders. Sustained margin…
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