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Real Estate Sector: Q2-25 Performance & Outlook
Experiencing growth, driven by strong demand, favourable demographics, & increasing urbanisation. Poised for growth in the coming years. Challenges of…
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Nippon Life India Asset Management: PAT growth of 44% & Revenue growth of 43% in H1-25 at a PE of 39
NAM-INDIA delivered market share gains in the last six consecutive quarters. Fastest growing among the Top 10 AMC for FY24.
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Piramal Enterprises: Pre-provision Operating Profit growth of 38% & Net Interest Income growth of 18% in H1-25 at a Price to book of 1
AUM growth guidance is a CAGR of 25%-26% over a 4-5 year period. FY25 AUM growth guidance of 15%. Strong outlook for profitability with ROA of 3-3.3% on…
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ITD Cementation: PAT growth of 63% & Revenue growth of 27% in H1-25 at a PE of 25
Revenue growth of 20% in FY25 & FY26. FY27 revenue growth of 15%. EBITDA margin expansion. Order book ~2X of FY25 expected revenue. Acquisition by Adani…
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NCC: PAT growth of 47% & Revenue growth of 18% in H1-25 at a PE of 23
30%+ EBITDA growth with 15% revenue growth in FY25. NCC management reiterates guidance for FY25. Order book 2.2X revenue expected in FY25.
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Punjab National Bank: PAT growth of 151% & Net Interest Income growth of 8% in H1-25 at a PE of 8
Outlook for 50%+ PAT growth in FY25. Upward revision in guidance. On track to deliver as per FY25 guidance. Continuing the Strong business momentum…
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Automotive OEM's - Passenger Cars: Q2-25 Performance & Outlook
Muted demand & high inventory. SUVs & CNG drive growth. EV's maintain momentum. Festive season provides relief. Supply chain constraints persist
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Krystal Integrated Services: PAT growth of 48% & Revenue growth of 16% in H1-25 at a PE of 18
Revenue CAGR guidance of 25-30% for FY24-27. Revenue growth of 25% in FY25. Margins to be sustained. Outlook for next 3 years is not captured in the…
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Indo Tech Transformers: PAT up 123% & Revenue up 21% in H1-25 at a PE of 47
Outlook of 50% revenue growth in FY25. Doubling of capacity to sustain revenue growth over the longer term. H1-25 margins to be sustained given price…
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November 2024

Salzer Electronics: PAT growth of 107% & revenue growth of 23% for H1-25 at a PE of 30
Revenue CAGR of 40% for FY24-26. FY25 guidance of 20%+ revenue growth & EBITDA growth of 30%. Outlook for doubling revenue in 4 years. Potential to add…
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Private Sector Banks: Q2-25 Performance & Outlook
Results a mixed bag. Challenges in asset quality, sustaining NIMs, & navigating regulatory landscape. Prioritizing granular deposit growth, calibrating…
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Ashoka Buildcon: PAT growth of 269% & revenue growth of 21% for H1-25 at a PE of 7
Guidance of flattish revenue in FY25 with 10-15% growth in FY26. Margin expansion and asset monetization to drive strong bottom-line growth. Order book…
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