$SIGNPOST

Signpost is a leader in the Out-of-Home(OOH) advertising market, managing over 15,000 installations across metros, bus stands, and airports in 32 cities. As brands shift from unorganized hoardings to digital and organized transit art, Signpost is perfectly positioned. They are aiming for 20% growth in FY27 while keeping fat margins of 25-27%. The numbers are quite striking: they have a return on equity of 27% and are growing their core business at a rapid clip. In my view, this is one of the most interesting plays on Indian urban consumption. The stock is trading at a forward PE of about 18, which is quite cheap for a company growing profits at over 25%. Even though the latest quarterly profit jump was aided by some one-time items, the underlying momentum is undeniable. For investors looking for a high-growth, high-margin business in a digitizing world, Signpost looks like a winner.