External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>A comfortable launch pipeline (availability of low-cost land bank and scope to accumulate more) would drive bookings/collections CAGR of 18%/39%, respectively, during FY24-27E, generating a healthy cashflow stream.</li><li>This, coupled with a deleveraged balance sheet and likely fund-raise of Rs20bn, would pave the way for a sharp ramp up of the company’s Data Center (DC) business.</li><li>Availability of land/civil structures gives competitive advantage and would aid faster capacity addition (expected @102MW by FY27E; 6MW, as of Q2FY25).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

A comfortable launch pipeline (availability of low-cost land bank and scope to accumulate more) would drive bookings/collections CAGR of 18%/39%, respectively, during FY24-27E, generating a healthy cashflow stream.This, coupled with a deleveraged balance sheet and likely fund-raise of Rs20bn, would pave the way for a sharp ramp up of the company’s Data Center (DC) business.Availability of land/civil structures gives competitive advantage and would aid faster capacity addition (expected @102MW by FY27E; 6MW, as of Q2FY25).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

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