Equity Long-Short Analyst

Pyari Menon

Pyari has over twenty years of experience in the industry, having worked on both the buy and sell-side including at Goldman Sachs, Credit-Suisse, Deutsche Bank, Intellectual Ventures, Tano Capital, and Franklin Templeton. His coverage has been in technology and midcaps across various geographies including Taiwan, ASEAN, India, the US, and Europe.

Duratec Ltd - FY24e Guidance Narrowed, Increased Tender Activity, Award Delays

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/duratec-ltd" target="_blank" data-smartkarma-citation="entities:30854:1" rel="noopener">Duratec Ltd (DUR AU)</a> with strong financials, a robust order pipeline and ability to leverage technologies makes it a solid small-cap infrastructure maintenance and asset protection play</li>
<li>Shares are at least 30% below fair value given profitability, growth and order book profile. Historical numbers suggest solid execution of a diverse service contract portfolio. </li>
<li>Duratec is a play on growing need for more efficient, accurate and  innovative approach for proactive infrastructure inspections and maintenance. </li>
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Duratec Ltd (DUR AU) with strong financials, a robust order pipeline and ability to leverage technologies makes it a solid small-cap infrastructure maintenance and asset protection play
Shares are at least 30% below fair value given profitability, growth and order book profile. Historical numbers suggest solid execution of a diverse service contract portfolio. 
Duratec is a play on growing need for more efficient, accurate and  innovative approach for proactive infrastructure inspections and maintenance. 


Duratec: Leveraging Technologies For Infrastructure Maintenance Leading to Strong Financials