*AFCOM HOLDINGS LTD - Blockbuster Outlook* _India's only listed pureplay Air-Freight player_ Co has been operating single Boeing 737-800 Aircaft so far *_Now 2nd Dry Lease Aircraft will begin operations from 16th February_* *_Opens new route Chennai-Colombo-Male-Chennai for a Japanese Giant (2 flights/week)_* 👉Already operating on Chennai-Bangkok-Chennai and Chennai-Singapore-Chennai route *_Begins Freight delivery for one of worlds largest tech companies_* 👉This opens first domestic freighter route Chennai-Mumbai-Delhi-Chennai *_Co has signed a long-term contract with ETIHAD AIRWAYS (globally acclaimed) and operating on Chennai-Male route_* *We estimate ~70% QoQ growth* 👉H1FY25 Revenue 89 Cr & 19 Cr PAT so far 👉H2FY25E Revenue 150 Cr & 28-29 Cr PAT 👉FY25E Revenue 240 Cr & 47-48 Cr PAT *Co has target to induct 5 Aircrafts into service* 👉We estimate 3rd Aircraft to be inducted in March'25 👉Another 2 aircrafts to be inducted in April'25 *FY26 Estimates (Conservative)* ▪️Revenue 1050-1100 Cr & PAT 210-215 Cr ▪️ _*Trades at just 8.6x FY26EEPS*_ *_The quality of clients (Global giants) acquired in it short history speaks volumes of the execution capabilities of AFCOM_* _*Revenues & Profits are expected to multiply (Not just grow)*_ _*An absolute no brainer in the booming Air-Freight industry*_ _*PS: South Asia’s cargo freighter fleet to grow 5 fold by 2043 (Imagine the potential this industry holds)*_ https://x.com/desiwallstreet/status/1889721596690178175?t=-fu6GwbtBh-70e3hlcRpjw&s=19