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 Stock Market India 🇮🇳 [@Stock_marketIND](/creator/twitter/Stock_marketIND) on x 7361 followers
Created: 2025-07-22 09:25:41 UTC
Eternal [ #Zomato ]
Everyone's talking about it.
But should you enter now❓️
Let’s talk facts, not hype.
â—Ź CMP: XXX
â—Ź EPS: XXXX
â—Ź P/E: XXX
Now imagine this:
Even if PAT (assuming XXX cr, last year high) grows 10x from here to â‚ą2,000 Cr,
P/E still stays at ~100
đź”°
Now let’s talk future expectations:
Management has guided for long term margins of 5–6%.
Let’s assume future revenue hits ₹40,000 Cr by 2030 (ambitious, but possible).
That’s a net profit of ₹2,000 Cr at X% margin.
At current valuations, that’s a P/E of ~ 100, in 2030.
đź”°
That means the market has already priced in about X - X years of hyper growth.
So what’s priced in❓️
âś… Hyper growth
âś… Margin expansion
âś… Zero execution risk
âś… 4-5 years of flawless future
That's not investing.
That’s betting on perfection.
đź”°
Likely scenario:
âś” Either the stock stays flat for few
years to cool off.
âś” Or it corrects sharply if reality
overtakes hype.
Currently, there's No margin of safety.
đź”°
Should you Buy or Avoid❓️
If you think the company will indeed improve the margins & can 10x the profit, & you are fine with waiting for 4-5 years even if the stock doesn't move, you can consider it.
If you think all this is simply too optimistic, there are many stocks with better opportunities.
đź”°
No doubt the sector has great potential.
Even Tier X cities aren't fully penetrated yet.
But this valuation doesn't make much sense.
đź”°
And yes, I too have the stock at an average price of XXX.
I would still shiver a bit buying more of the stock at this level.
Expecting 2x-3x from this level doesn't seem logical.
XXX engagements
**Related Topics**
[$zomatobo](/topic/$zomatobo)
[10x](/topic/10x)
[india](/topic/india)
[stocks](/topic/stocks)
[Post Link](https://x.com/Stock_marketIND/status/1947588850538451295)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Stock Market India 🇮🇳 @Stock_marketIND on x 7361 followers
Created: 2025-07-22 09:25:41 UTC
Eternal [ #Zomato ]
Everyone's talking about it. But should you enter now❓️
Let’s talk facts, not hype.
â—Ź CMP: XXX â—Ź EPS: XXXX â—Ź P/E: XXX
Now imagine this:
Even if PAT (assuming XXX cr, last year high) grows 10x from here to â‚ą2,000 Cr, P/E still stays at ~100
🔰 Now let’s talk future expectations:
Management has guided for long term margins of 5–6%. Let’s assume future revenue hits ₹40,000 Cr by 2030 (ambitious, but possible).
That’s a net profit of ₹2,000 Cr at X% margin.
At current valuations, that’s a P/E of ~ 100, in 2030.
đź”° That means the market has already priced in about X - X years of hyper growth.
So what’s priced in❓️
âś… Hyper growth âś… Margin expansion âś… Zero execution risk âś… 4-5 years of flawless future
That's not investing. That’s betting on perfection.
đź”° Likely scenario:
âś” Either the stock stays flat for few years to cool off.
âś” Or it corrects sharply if reality overtakes hype.
Currently, there's No margin of safety.
🔰 Should you Buy or Avoid❓️
If you think the company will indeed improve the margins & can 10x the profit, & you are fine with waiting for 4-5 years even if the stock doesn't move, you can consider it.
If you think all this is simply too optimistic, there are many stocks with better opportunities.
đź”° No doubt the sector has great potential. Even Tier X cities aren't fully penetrated yet.
But this valuation doesn't make much sense.
đź”° And yes, I too have the stock at an average price of XXX. I would still shiver a bit buying more of the stock at this level.
Expecting 2x-3x from this level doesn't seem logical.
XXX engagements
