value - Trading at 0.8x P/S and 9.9x EV/EBITDA despite 41.7% revenue growth suggests deep value opportunity.
Moderate impact through two channels: (1) Project financing costs for working capital and EPC contracts - 100 bps rate increase adds 30-40…
Watch on earnings: Hot-rolled coil steel prices in India (directly impacts 40-45% of transmission tower COGS), Zinc prices for galvanizing costs (5-7% of tower manufacturing cost), PVC resin prices (60-65% of polymer pipe segment COGS).
One Sentence Summary:
The bull case is simple: analysts see revenue climbing from $64.0B to $76.4B as government transmission infrastructure capex announcements and order inflows from power grid corporation.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
