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ThesisPitti Engineering: the story is balanced — Order book announcements and visibility into 12-18 month forward pipeline from oil & gas and power sector customers
growth - 41.9% revenue growth and 35.6% net income growth attract momentum investors betting on Indian infrastructure supercycle and energy…
Rising interest rates have moderate negative impact through two channels: (1) higher working capital financing costs given 90-120 day…
Watch on earnings: Indian crude oil production and ONGC/Oil India capex budgets for domestic OCTG demand, Global oil & gas rig count (Baker Hughes) as leading indicator for drilling tubular demand, Indian thermal and nuclear power capacity addition targets and EPC contract awards.
One Sentence Summary:
Pitti Engineering: the story is balanced — order book announcements and visibility into 12-18 month forward pipeline from oil & gas and power sector customers.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
