Sumarising my study of Blue Pebble Ltd.- an interior design company, focused on Office Space Designing contracts.
M Cap- 121 cr
PE- 32
Revenue (FY 24)- 22 cr
OPM- 22.8 %
PAT- 5 cr
Order Book- 20 cr+
Revenue Guidance- 100%+ growth for FY 25
Business Overview:
THESIS POINTERS:
- Company is clearly great at what they do - website displays their top projects.
- Have a great client list which is growing. (Infosys, google, 3M, Nestle etc)
- Execution timelines are quick, order book likely to be executed within the year
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- Industry- High growth projections for both Real Estate and commercial space
- Can scale through geographical expansion- key growth lever
- OPM optimization to be a key PAT driver in future
- Zero Debt company
- Strong and experienced promoters- next generation has already joined the business
ANTITHESIS POINTERS
- Competitive space- difficult to increase OPMs.
- Growth dependant on growth of commercial spaces
Need more inputs on the company from Valuepickr members.
Disc- Invested
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