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Great Eastern Shipping
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Falling Shipping Asset Prices Will Create Opportunities Amid Market Oversupply Risk
Key Takeaways GE Shipping's strong cash position enables timely acquisitions of undervalued assets, enhancing future growth and earnings potential. Strategic purchasing of discounted ships and in-chartering positions the company to capitalize on future market upswings, boosting long-term profitability.
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₹1.36k
FV
31.5% undervalued
intrinsic discount
2.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Gujarat Mineral Development
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Coal And Copper Expansion Will Bring Risks And Upsides
Key Takeaways Reliance on aggressive growth and diversification strategies is threatened by execution risks, regulatory hurdles, and potential shortfalls in market demand for key minerals. Financial projections may be overly optimistic, as rising costs, competition, and decarbonization could pressure margins and delay anticipated returns from new projects.
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₹237.00
FV
72.8% overvalued
intrinsic discount
20.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 days ago
author updated this narrative
Mangalore Refinery and Petrochemicals
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Fossil Demand Fears And Retail Expansion Will Shape Future Performance
Key Takeaways Overoptimism about sustained revenue and margin growth overlooks risks from alternative energy, shifting fuel demand, and increased competition in retail and fuel markets. Challenges from reliance on imported crude, regulatory changes, and limited diversification could constrain long-term profitability and compress margins amid sector transition.
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₹126.00
FV
7.0% overvalued
intrinsic discount
-2.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
5 days ago
author updated this narrative
Aegis Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ammonia Terminal Expansions And Liquids Capacity Growth Will Propel Revenue And Profitability
Key Takeaways Expansion in liquids and LPG storage capacity is expected to boost revenue through higher throughput and improved operational efficiency. Developing ammonia terminals and an Aegis Vopak IPO aim to leverage growth opportunities, reduce debt, and enhance profitability.
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₹753.33
FV
2.7% undervalued
intrinsic discount
10.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
5 days ago
author updated this narrative
Petronet LNG
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Completion Of Dahej Terminal Expansion And Kochi Pipeline Will Increase Capacity Utilization
Key Takeaways Expansion of terminals and pipeline integration could boost capacity utilization, driving revenue growth through higher throughput and improved grid connectivity. Shifting towards higher-margin spot cargoes and developing a petrochemical complex suggests income diversification and potential earnings growth through vertical integration.
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₹327.42
FV
7.9% undervalued
intrinsic discount
6.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
5 days ago
author updated this narrative
Hindustan Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Visakh And Barmer Projects To Increase Capacity And Diversify Revenue Streams
Key Takeaways Increased refinery capacity and operational efficiencies are expected to improve profitability, boosting net margins and earnings. Expansion into non-fuel retail and renewable energy projects aims to diversify revenue streams and support long-term growth.
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₹443.10
FV
4.8% undervalued
intrinsic discount
1.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
Oil India
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
New Petrochemical Capacity At NRL Will Expand Future Product Offerings
Key Takeaways Expanded capacity and product diversification at NRL could boost revenue and margins through increased crude processing and higher-value petrochemical products. Enhanced exploration and production efforts, including reducing gas flaring and targeting high-potential areas, could drive earnings and reserve growth.
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₹534.70
FV
20.3% undervalued
intrinsic discount
-7.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
5 days ago
author updated this narrative
Mangalore Refinery and Petrochemicals
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Renewable Shift And Overcapacity Will Erode Refining Profitability
Key Takeaways Global decarbonization trends and the rise of electric vehicles threaten demand for MRPL's core petroleum products, pressuring revenue and growth prospects. Environmental regulations and industry overcapacity are expected to squeeze margins, while operational concentration increases vulnerability to disruptions and volatile earnings.
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₹100.00
FV
34.8% overvalued
intrinsic discount
-4.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
5 days ago
author updated this narrative
Bharat Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Indian Fuel Demand Will Pave The Way For Diversified Infrastructure
Key Takeaways Expansion into retail, alternative fuels, and renewables enhances growth potential and diversifies revenue streams, strengthening margin resilience and valuation prospects. Strategic capacity projects and digital initiatives improve operational efficiency, customer experience, and position the company for sustained multi-year earnings growth.
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₹357.61
FV
6.8% undervalued
intrinsic discount
0.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
5 days ago
author updated this narrative
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