Growth StrategyAnalyst recommends a 'BUY' rating with a raised price objective to 650 USD, reflecting confidence in the company's long-term strategy and visibility.
Mergers And AcquisitionsPH has a strong track record in mergers and acquisitions, with plans for potential capital deployment of 35 billion USD from FY25-FY29, which could drive further growth.
ProfitabilityPH raised its margin targets, aiming for 27% segment margins by 2029 and increasing EBITDA margin target from 25% to 28%, showcasing potential for higher profitability.