Persistent Systems downgraded to reduce as valuations reach record highs

Persistent Systems Ltd has been downgraded by KR Choksey from "HOLD" to "REDUCE" due to an unfavorable risk-reward profile.

The stock has experienced a significant surge of approximately 61% over the past six months. Despite historical growth rates that exceed current forecasts, the stock's 1-Year Forward P/E now stands at a record high of 65.6x, compared to a 3-Year average of 32.2x.

The firm projects a revenue and PAT growth of 17.0% and 21.0% CAGR for FY24-FY26E, with FY26E EPS estimated at INR 102.7. The target price has been adjusted to INR 5,441 from a previous INR 4,798.

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