E-Commerce/App based Aggregator · NAZARA
Entertainment & Media
from 353 today
We cut our FY27E EPS estimate by 37% after revising margin assumptions and accounting for preferential issue dilution, but expect integration of BT & BP acquisition to drive re-rating. Led by the acquisition of BT & BP games, we expect sales CAGR of 54% over FY26-FY28E and retain BUY with a SoTP based TP of INR378.
Ratings and target prices as published by each firm. Each summary condenses that firm's stated view in its own note and is attributed to it; no report text is reproduced.
