Management is guiding for 15-200% growth 💹 for these companies
Here's a list of 100+ companies
🔸SKY Gold
- FY24 REV : 1745 Cr
- FY27 : 6300 Cr (50 % CAGR)
🔸VOEPL
- REV : 35-40 % CAGR
- PAT Margins 2.5-3 % for FY25
🔸AVG Logistics
- REV FY25 : 700 Cr (480 Cr in FY24)
- EBITDA Margins : 18-20 %
🔸Tara Chand
- FY25 REV : 30 % growth
- Entered in EPC segment which will account 10-15 % of Total REV
🔸BEW Engineering
- REV FY27: 300 Cr (121 Cr in FY24)
- EBITDA Margins : 22-25 %
- Order Book : 90 Cr, 150 Cr by EFY25
🔸Route
- FY25 REV : 18-22 % growth
- EBITDA Margins : 13 %
- $ 1 Bn REV by FY27-28
🔸Aimtron Electronics
- REV CAGR : 40-50 %
- EBITDA Margins : 25-30 %
- PAT Margins : 15 %
🔸V2Retail
- 30-40 % REV Growth in coming years
- Targeting PAT Margins 4-5 %
- RoE > 20 %
Store Expansion Growth 50 % CAGR
- 50-60 stores in FY25
- 60-70 stores in FY26
🔸Style Bazaar
- 25+ % REV Growth
- 50 Store Additions
- Improvement in Margins
🔸Edelweiss
- 15-20 % Growth in Intrinsic Value
- Value Unlocking through demerger of Edelweiss Alternative Asset Management
- Stake sale of 15-20 % for 1500-2000 Cr
- Net Debt ~ 12,710 Cr vs 39,935 Cr (FY19)
- Planning to further de leverage
🔸Nuvama Wealth
Wealth Management:
- Plan to double RM (Relationship Manager) capacity in 3-5 years
- Focus on growing ARR (Annual Recurring Revenue) and Asset Income
Asset Management:
- Targeting a 6-8x increase in AUM (Assets Under Management) over the next 5 years.
- Expansion of distribution channels.
Asset Services & Custody/Clearing:
- Aim to grow client assets by 2-2.5x in 5 years
- Focus on increasing assets under clearing and custody
🔸Krsnaa Diagnostics:
- 25+ % REV growth
- 25-26 % EBITDA Margins
🔸Gravita India
- 25 % Volume Growth
- 35 % Profit Growth
- RoCE : 25 %
🔸POCL
- 20 % REV Growth
- 20 % Profit Growth
- RoCE : 20 %
🔸Antony Waste
- 20+ % REV Growth
- EBITDA Margins : 23-24 %
🔸Ganesha Ecosphere
- REV : 1500-1600 Cr for FY25
- EBITDA Margins : 14-15 %
🔸Tinna Rubber
- REV : 900 Cr by FY27 (35 % CAGR)
- EBITDA Margins : 18 %
- RoCE : 30 %
🔸Va Tech Wabag
- REV : 15-20%
- EBITDA Margins: 13-15%
- Orderbook: 3x of Revenue
- RoE: >15%, RoCE: >20%
🔸Salzer Electronics
- 18-23 % REV Growth
- EBITDA Margins : 10-10.5 %
Smart Meter (New Vertical)
- REV : 200 Cr for FY25
- REV : 1000 Cr for FY26
- EBITDA Margins : 14 %
Guidance does not include contribution from smart meter
🔸Indo count
- 20-25 % REV Growth
- EBITDA Margins : 16-18%
- Double the Revenue in the Next 3-4 Years
- EBITDA Margins 18-20 % as branded mix increases
- Volume guidance: 110-115 Mn Mtrs
🔸GoodLuck India
- 15-20 % REV Growth
- Margin Expansion by increase in VAP
- Defence next big opportunity
🔸JustDial:
- 15 % REV Growth
- EBITDA margins 27-28 %
- Net Cash on B/S 4750 Cr+
- Dividend policy to be announced soon
🔸Yatharth Hospital
- 2800-3000 Beds by FY28
- ARPOB growth 10 %
- Increase in occupancy
🔸Supriya Lifescience
- 20+ % REV growth
- EBITDA Margins 30%+
🔸TRIL
- REV : 2000 Cr by FY25
- REV : 4500-5000 Cr by FY27
- Long term EBITDA Margins : 16-17 %
🔸SG Mart
- FY25 REV : 7000-8000 Cr (2.6 X)
- E FY27 REV : 18,000-20,000 Cr
- 2.5% EBITDA Margins
🔸Shriram Properties
Guidance FY27
- 2 X Booking : 5000 Cr
- 3 X REV : 3000 Cr
- 4 X PAT : 300 Cr
🔸Senco Gold
- 18-20 % REV Growth
driven by 12-13% SSSG and new store openings
🔸Shakti Pumps
- REV Guidance ~ 30 %+
- Margins at least 15-16 %
Long Term Guidance : 25-30 % growth
🔸Marksans Pharma
- 3000 Cr REV by FY26
- Doubling REV in US & North America
- Reaching top 5 private label OTC
- M&A led growth in Europe
🔸Dhabriya Polywood
- REV Guidance 25 % for next few years
- Orderbook 140 Cr
- ROCE will improve
🔸Lumax Auto:
- 15-20 % REV growth
- Margins will be sustained
🔸EMS:
- 1000 Cr REV by FY25
- 30 % REV Growth
- Margins to be maintained
🔸Jash:
- 675-700 Cr REV by FY25
- 25-30 % REV growth
- Margins to improve
🔸Vaibhav Global:
- 14-17 % Revenue Growth
- Mid Teens growth in long term
- Breakeven for Germany in H2FY25
- Margins Expansion in the next few years
- Operating Leverage will drive Profitability
🔸Five Star Finance
- 30% + Growth
- Improvement in RoE
- Credit cost 70-80 bps
🔸SBFC Finance
- 5-7 % QoQ Growth
- Improvement in RoE
- Credit Cost 80-100 bps
🔸Rategain:
- Double REV by FY27 (26 % CAGR)
- Margins Expansion 150-200 bps
- Holds over 1000 Cr in B/S
🔸KEI Industries:
- 16-17 % REV growth
- 11 % EBITDA margins
🔸Anand Rathi:
- On Track to surpass FY25 guidance
- 910 Cr REV & 280 Cr PAT for FY25 (25 %+)
- Long term guidance 20-25 % growth
🔸L&TFH:
- Retail 25 % AUM Growth
- >95 % Retailisation
- ROA 2.8-3 %, NPA < 1 %
🔸Gulf Oil:
- Lubricants Volume growth 3-4 %
- 2-3 X growth than Industry
- Margins ~ 12-14 %
🔸Happiest Minds:
- 30-35% REV growth for FY25
- Margins 20-22 %
- Organic + Inorganic Expansion
- Long term guidance $ 1 Bn
🔸EMIL:
- Double Digit REV growth
- 25-30 stores addition in FY25
🔸Aditya Vision
- Double Digit REV growth
- 25-30 stores addition in FY25
- 200 Stores by FY26
🔸Ujjivan SFB
- Loan & Deposit Growth: 20%
- RoE: 20%
- Credit Cost: 1.7%
- Secured book 35 % by FY25 end
- Universal bank opportunity
🔸Northern ARC
- 30+ % Growth
- Stable NIM’s
- Improvement in Productivity
🔸Utkarsh SFB
- Advances Growth: 30%
- Deposit Growth > 30 %
- Increase in secured book
- Credit Cost: 2%
- RoA : 2 % & RoE : 18 %
🔸Suryoday SFB
- Advance: 30-35%
- Deposits: 40-45%
- NIMs: 9.5-9.7%
- NNPA: <0.6%
- ROE: 14-16%
- ROA: 2.2-2.3%
🔸Jana SFB
- Loan & Deposit Growth: 20%
- RoE: 19-21%
- PAT: 30-40%
- RoA: 1.8-2%
- Credit Cost: 1.7%
🔸Anant Raj
- Scale up to 307 MW IT Load Data Centre within the next 4 - 5 years
- Revenue Potential: 15,000 Cr in the next 4 to 5 years from residential sales in Sector 63A, Gurugram
- Land Bank: 100 acres of fully paid freehold land in Delhi NCR for future residential, warehousing, and hospitality projects
🔸ACE Construction
- 15-20 % Growth in FY25
- 3 X REV in 5 Years
- Defence opportunity
🔸ZEN Tech
- FY24 REV : 440 Cr
- E FY25 REV : 900 Cr (2x growth)
- PAT Margins : 25 %
- E FY27 REV : 2000 Cr (> 4 X)
🔸C.E Info Systems
- 40 % REV CAGR
- 1000 Cr by FY27-28
🔸AMI Organics
- REV Growth 25 %
- Improvement in Margins
🔸Fino Payments
- 25 % REV Growth for FY25
- Profit growth will be higher due to operating leverage
- SFB licence ~ opportunity
🔸Phoenix Mills
- Retail :11 MSF ~ 14+ MSF
- Commercial : 3 MSF ~ 7+ MSF
- Hotels : 588 ~ 988 keys
- Residential : 3.5 MSF ~ 4.5 MSF
🔸CarTrade:
- High Double Digit Growth
- Profitability growth will be 1.5-2x higher than REV growth.
- Operating Leverage will drive future profitability
🔸RBL:
FY26 Aspirations
- Deposits & Advance Growth > 20 %
- PPOP Growth 30 %
- ROE : 14-15 % & ROA - 1.4-1.5 %
🔸Ugro:
Long term guidance
- Loan Book🔼30 %
- ROE > 18 %
- ROA > 4 %
- Credit Cost < 2 %
🔸Indian Hotel
- Double Digit Growth
- New Business Growth > 30 %
- Asset Management to drive profitability
🔸PGEL
FY25
- REV🔼33% - 3650 Cr
- PAT🔼60% - 216 Cr
- Margin Expansion
- Capex: 350-380 Cr
🔸Kaynes Tech
Aspiring for $ 1 Bn by FY28 (45-50 % CAGR)
FY25 Guidance
- REV Growth 60 %
- EBITDA Margins expansion > 100 bps
🔸Suraj Estates
- Pre-sales 🔼76% - 850 Cr
- Residential: 650 Cr, Commercial: 200 Cr
- Collections will be higher compared to FY24
- Total receivables: 1287 Cr in the next 4 years
🔸Prestige Estates
- Pre-sales growth: 25-30% (26,000-27,000 Cr)
- Annuity portfolio: 5X in the next 4 years (> 4,000 Cr by FY28)
- Total Launch Pipeline of over 60,000 Cr + 12,000 Cr worth of inventory
- Value Unlocking : Hospitality Portfolio
🔸SOBHA
FY25
- 9 msft Launches🔼30 %
- Pre Sales🔼28 % - > 8500 Cr
- EBITDA Margins 30 %
- Total launch pipeline - 18 MSF over 2 years
🔸Macrotech Developers
FY25
- Pre Sales : 17,500 Cr
- OCF : 6500 Cr
- New Project Additions : 21,000 Cr
- D/E < 0.5
Long Term
- ROE 20 %
- Pre Sales 20 % Growth
- Expand Rental Portfolio to 500 Cr by FY26
1500 Cr by FY31
- Embedded EBITDA Margins - 30 %
🔸Godrej Properties
FY25
- Booking Value🔼20 % - 27,000 Cr
- Cash Collections - 15,000 Cr
- Business Development - 20,000 Cr
- Deliveries - 15 Mn sqft
Launch Pipeline
- Area msf - 21.9
- Total Launch Value - 30,000 Cr
🔸Signature Global
FY25
- Pre Sales - 10,000 Cr🔼38 %
- Collections - 6000 Cr🔼93 %
- Launch Pipeline - 16,000 Cr🔼4 X
- Revenue Recognition - 3800 Cr🔼3 X
- Embedded PAT Margins 25 % - 2452 Cr
- EBITDA Margins 35 %
🔸Sunteck Realty
- Targeting pre-sales growth of at least 30-35%
- Aiming for higher growth in operating cash flow
- Launch pipeline of 5000 Cr for FY25
- Nepean Sea Project 2500 Cr launch in Q4/Q1FY26
- GDV 30,000 ~ 60,000 Cr in next few years
🔸Max Estates
Annuity Portfolio
- FY24 - 66 Cr
- FY25 Outlook 1.8 X - 120 Cr
- E Rental at 100 % Occupancy : 150 Cr
- Peak Rental Portfolio estd : 400-500 Cr
Pre Sales
- FY24 - 1800 Cr
- FY25 Outlook 3 X - 5500 Cr
Total GDV : 15,000 Cr
Aspiring to Add 3 MSF Every Year
- 2 MSF in residential segment
- 1 MSF in commercial segment
🔸TARC
FY25:
- Pre Sales Guidance ~ 5000 Cr (3 X)
- Become Net Cash
- Robust pipeline of launches for FY25/26
🔸Kolte Patil
FY25
- Business Development : 8000 Cr
- Launch Pipeline - 9 MSF
- Pre - Sales CAGR 25 % over next few years
🔸Ajmera Realty
FY25
- Pre Sales - 1350 Cr🔼33 %
- Launch Pipeline - 4570 Cr
- Project Additions - 3500 Cr
- D/E - 0.8 vs 0.9
🔸Aptus Value
FY25 : AUM Guidance : 30 %
🔸Star Housing
FY25 : AUM Guidance : 35-40 %
- 2000 Cr AUM in next few years
🔸India Shelter
FY25 : AUM Guidance : 30-35%
- Leverage & Return Ratio to improve
🔸Home First Finance
FY25 : AUM Guidance : 30 %
- Leverage & Return Ratio to improve
🔸AAVAS Financiers
FY25 : AUM Guidance : 20-25%
- Leverage & Return Ratio to improve
🔸Aadhar Housing
FY25 : AUM Guidance : 22-23 %
🔸Dollar Industries
FY25 Guidance
- 12-13 % Growth
- 100 bps margin expansion
FY26
- REV 2000 Cr
- 14 % EBITDA Margins
🔸Beta Drugs
FY24: REV 296 Cr
FY26: Guidance 450-500 Cr (25%+ CAGR)
- EBITDA Margins 24-26 %
🔸CMS Info
- FY25 Guidance: 2500-2700 Cr
- Robust OCF Generation, Net Cash 780 Cr
- 1850 Cr new order wins
🔸Credit Access
FY25 Guidance
- GLP Growth : 24 %
- NIMs: 12.8-12.9 %
- Credit Cost: 2.2-2.4 %
- ROE: 5.5 %, ROA: 23 %
🔸Muthoot Microfin
- FY25 AUM growth: 25 %
- NIMs: 12.7-12.9 %
- Credit Cost: 1.7-1.9 %
- ROE: 20 %
- ROA: 4.3-4.5 %
🔸Techno Electric
- FY24 REV : 1502 Cr
- 2500 Cr REV by FY25, EPS - 35
- 3500 Cr REV by FY26, EPS - 50 (50 % CAGR)
- 10,000 Cr REV by FY30 (35 % CAGR)
Unexecuted Orderbook - 9100 Cr
🔸SW Solar
- FY24 REV : 3034 Cr
- FY25 REV Guidance : 8000 Cr
- Order inflow expected 8000 Cr
- Gross Margins 10-11 %
- Net Debt - 97 vs 2000 Cr, Reduced drastically
🔸Lincoln Pharma
- 750 Cr REV by FY26 (15%+ CAGR)
- Improvement in Margins
🔸Krystal Integrated
~ FY24 REV : 1027 Cr 🔼45 % YOY
- 25-30 % CAGR Growth Guidance
- 3 Year REV CAGR 30 %
🔸Poonawalla Fin
Long Term Guidance
- 5-6 X AUM growth over next 5 years
- AUM Growth 35-40% CAGR
- Profit Growth 30-35%
- NPA 0.5 % - 0.9 %
🔸MAS Financial
- AUM Growth 20-25%
- Double AUM in next 3-4 years
- ROE: 16-18%, ROA: 2.75-3%
- GNPA: 2-2.5%
- NNPA: 1.5-2%
🔸Associated Alcohol
- REV Growth 12-14 %
- 11-13 % Margins by FY25
- 13-14 % EBITDA Margins by FY26
🔸Pokarna
FY25 Guidance
Quartz Segment will see strong growth
- REV & PAT Growth 30-35 %
- EBITDA Margins 30-35 %
- Looking to exit apparel business
🔸Orient Tech
FY25 Guidance
- REV Growth 30%
- Margins high single digits
🔸Interarch Building
- Double REV in next 3-4 years
- 10-15 % growth in FY25
- 15-20 % in FY26
- EBITDA margins: 9-10 %
🔸Raymond Lifestyle
- Double EBITDA by 2028
- 12-15% REV growth
- 600-700 Cr Free Cash generation
- 650+ stores to be added by FY27
🔸Raymond Realty
- 20-25% booking value growth
- >20% margins
- 20 % RoCE
- 100 Acres land in Thane
- Total REV Potential : 32,000 Cr
- Demerger in next 12-15 months
🔸Sandhar Tech
- Margins will expand by 50 bps for FY25 and a further 50 bps for FY26
- Deleveraging the balance sheet
- Improving return ratios
- Expanding the product portfolio and increasing content per vehicle
- EV will start contributing significantly in FY26 & Smart Locks to start from Oct/Nov
🔸Pearl Global
- REV growth 12-14 % CAGR
- 10-12 % EBITDA Margins by FY28
🔸Innova Captab
- REV & PAT to double in next 3 years
🔸Ceinsys Tech
- REV Growth 25%+
- Margin expansion
🔸All E Tech
- REV growth 20-25 % CAGR
🔸Dream Folks
- REV growth 20 %
- EBITDA Margins 7-9 %
🔸PDS
- GMV growth 20%+
- Profit growth 15%+
🔸PN Gadgil
- REV 10,000 Cr by FY27
- 60 stores by FY27
- Long-term guidance : 100-120 stores
🔸EPACK Durable : 45 % REV Growth for FY25
🔸Krishca Strapping : 25 % REV growth for next few years
🔸EFC : 100 % REV Growth for FY25
🔸Kontor : 100 % REV Growth for FY25
🔸Awfis : 30 % REV Growth for FY25
🔸Saksoft : 1000 Cr REV for FY25
🔸Krishna Defence : 40 % REV CAGR
Note: No recommendations
Great compilation. Thanks
Quite a list, this! Incredible!