Professional
Added to YB: 2024-08-20
Pitch date: 2024-06-30
GMRP&UI.NS [bullish]
GMR Power And Urban Infra Limited
+34.92%
current return
Author Info
No bio for this author
Company Info
GMR Power and Urban Infra Limited engages in the energy, urban infrastructure, and transportation businesses in India.
Market Cap
INR 74.7B
Pitch Price
INR 85.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.87
P/E
4.89
EV/Sales
4.09
Sector
Construction and Engineering
Category
growth
Baron New Asia Fund New Position: GMR Power And Urban Infra Limited
GPUIL: Indian power & infra co. 3GW capacity. Well-positioned for India's power growth (10% annual, 15-20% renewables CAGR 2024-30). Won 7.6M smart meter contract. Expect low double-digit EBITDA growth 3-5yrs. Upside from asset monetization, receivables recovery, debt reduction. Risks: execution, regulatory changes, competition.
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