Zach Bristow on Muck Rack

Zach Bristow

Australia
As seen in: Seeking Alpha, The Motley Fool (Australia), MSN, NewsBreak, citybizlist: Baltimore, citybiz
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Articles

ReNew Energy: FY 2026 Improved, Capital Productivity Still An Issue

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By Zach Bristow
| Seeking Alpha
Summary ReNew Energy delivered record FY26 EBITDA, improved cash flow, and expanded commissioned capacity to 12.8GW, yet remains a capital-heavy, low-turnover utility. Despite margin strength and cash conversion gains, RNW's returns on capital remain average, limiting its investment appeal versus opportunity cost. I maintain a hold rating, requiring sustained DSO below 50 days, leverage toward 5.5x, and ROIC near 9–10% to consider an upgrade.
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Schneider Electric: Long Reinvestment Runway Across Electrification

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By Zach Bristow
| Seeking Alpha
May 16, 2026, 8:46 AM ET, Summary Schneider Electric S.E. (SBGSY) remains a premier European industrial compounder, consistently reinvesting cash flows into high-return electrification, grid, and data center assets. Q1 FY26 delivered record €9.77bn revenue (+11.2% YoY) with management reaffirming robust FY26 guidance: +7-10% organic revenue growth, +50-80bps margin expansion, +10-15% EBITA growth.
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Insulet Corporation: Excellent Business, Valuation Hurdle Remains (PODD)

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By Zach Bristow
| Seeking Alpha
Zach Bristow 4.22K Followers Comments Summary Insulet delivers strong fundamentals, with robust revenue growth, high margins, and impressive returns on capital, driven by Omnipod's success. PODD's Q3 results were strong, featuring record revenues, expanding margins, and raised guidance. Despite operational excellence, valuations are extremely demanding, trading at ~15x capital and ~50x forward EBIT, leaving little margin of safety for investors.
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