Revenue Grew, Margins Cracked and This Stock’s Valuations Cannot Absorb That
Volume growth steady at 5.7%, but cotton and synthetic inflation compressed margins, pricing power constrained, and the stock trades at 54x FY27 earnings There is a specific kind of tension in Page Industries’ Q1FY27 results — a business that is growing steadily, adding stores, launching products and expanding channels, but simultaneously absorbing input cost inflation … Read more