Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Shakey's Pizza (PIZZA PM) FY24 and Concall Highlights: Solid Q4 Bottomline, Strong FY25 Guidance

Shakey's Pizza (PIZZA PM): Soft Q1 FY25, Guidance For Stronger FY25

Shakey's Pizza (PIZZA PM): Softish Q2 FY25, Major Uplift in Earnings In H2FY25

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/shakey-s-pizza-asia-ventures" target="_blank" data-smartkarma-citation="entities:23706:1" rel="noopener">Shakey's Pizza (PIZZA PM)</a> reported slightly disappointing results for Q3FY25, with revenues up 12% YoY but profits down 11% YoY, in line with our expectations, owing to softer demand</li>
<li>The company took guidance down from double-digit to single-digit profit growth while maintaining its double-digit revenue growth forecast for FY25. It confidently guided double-digit revenue/profit growth though for FY26.</li>
<li>Based on management guidance, the stock trades at 10x FY25 PE, with double-digit growth in FY26, resulting in a single-digit PE. </li>
</ul>



Shakey's Pizza (PIZZA PM) reported slightly disappointing results for Q3FY25, with revenues up 12% YoY but profits down 11% YoY, in line with our expectations, owing to softer demand
The company took guidance down from double-digit to single-digit profit growth while maintaining its double-digit revenue growth forecast for FY25. It confidently guided double-digit revenue/profit growth though for FY26.
Based on management guidance, the stock trades at 10x FY25 PE, with double-digit growth in FY26, resulting in a single-digit PE. 


Shakey's Pizza (PIZZA PM) Q3FY25 Concall: Slight Miss, But Confident Of Growth and Guidance For FY26