In today’s briefing:
- The Beat Ideas- Adani Energy Solution: Riding the Electricity Wave
- The Beat Ideas: Strides Pharma~ A Growth Play Post OneSource Demerger
The Beat Ideas- Adani Energy Solution: Riding the Electricity Wave
- Adani Transmission (ADANIT IN) is one of the largest private player in transmission.
- The management has guided for 20% YOY revenue & EBITDA growth for long term
- Alongside it is trying to diversify from transmission & distribution which are regulated by the government and entered in Smart Meters, Cooling Services etc.
The Beat Ideas: Strides Pharma~ A Growth Play Post OneSource Demerger
- Strides Pharma achieved record growth in the US, launched high-ticket generics, and is spinning off OneSource CDMO with a projected valuation of $1.8-$2 billion by Q4FY25.
- Deleveraging efforts, diversified revenue streams, and regulatory approvals position Strides for profitability recovery, with expected FY26 EBITDA of ₹1,000 crore, driving long-term growth.
- Strides is evolving into a leaner, growth-focused entity with reduced debt, a strong US portfolio, and OneSource spin-off, offering ~25% upside from its current market valuation.
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