Valuation
Company Industry Analyst Rating MktCap
(US$bn)
Price Target
Price
Up/
down (%)
CORE EPS EPS Growth (%) PER (x) P/Bk (x) EV/EBITDA (x) Yield (%) ROAE (%)
FY24 FY25F FY26F FY25F FY26F FY25F FY26F FY25F FY26F FY25F FY25F FY25F
Apollo Tyres Ltd Auto Parts Pramod AMTHE REDUCE 3.2 428 353 (17.6)% 27.1 21.0 24.3 (22.6%) 16.0% 20.41 17.60 1.83 1.70 7.52 1.40% 9.6%
Ashok Leyland Auto & Parts - Overall Pramod AMTHE ADD 7.2 209 265 26.9% 8.9 10.6 12.3 18.6% 16.3% 19.74 16.97 5.95 5.11 11.60 2.64% 31.3%
Bajaj Auto Autos Pramod AMTHE ADD 26.4 8,073 10,590 31.2% 267.9 303.9 362.8 13.4% 19.4% 26.56 22.25 8.12 7.23 19.59 2.48% 32.2%
Balkrishna Industries Ltd Auto Parts Pramod AMTHE ADD 5.8 2,567 3,517 37.0% 72.3 85.8 100.2 18.6% 16.8% 29.93 25.62 4.88 4.25 19.22 0.70% 17.4%
Bharat Forge Auto Parts Pramod AMTHE ADD 6.4 1,153 1,407 22.0% 19.5 22.6 31.9 15.5% 41.6% 51.09 36.09 4.61 4.03 18.80 0.98% 12.8%
Bosch Ltd Auto Parts Pramod AMTHE REDUCE 9.7 28,024 26,379 (5.9)% 518.8 648.5 722.2 25.0% 11.4% 43.21 38.81 6.51 6.22 31.37 1.61% 15.5%
Eicher Motors Ltd Autos Pramod AMTHE HOLD 17.2 5,356 5,197 (3.0)% 145.6 161.4 174.0 10.9% 7.8% 33.18 30.78 7.74 6.73 28.27 1.05% 23.5%
Endurance Technologies Ltd Auto Parts Pramod AMTHE ADD 3.2 1,917 2,498 30.3% 48.4 58.7 79.9 21.4% 36.1% 32.65 23.99 4.80 4.13 17.16 0.68% 15.6%
Escorts Kubota Ltd Autos Pramod AMTHE REDUCE 4.2 3,228 3,010 (6.8)% 96.7 110.1 240.4 13.9% 118.3% 29.32 13.43 3.45 2.84 25.98 0.50% 11.5%
Exide Industries Ltd Auto Parts Pramod AMTHE REDUCE 3.7 372 395 6.3% 12.4 13.5 15.7 8.7% 16.7% 27.59 23.65 2.31 2.22 11.16 2.02% 8.5%
Hero MotoCorp Autos Pramod AMTHE ADD 8.9 3,784 5,525 46.0% 195.2 236.9 270.2 21.4% 14.1% 15.98 14.00 3.87 3.55 10.40 4.23% 25.2%
Hyundai Motor India Auto Parts Pramod AMTHE REDUCE 16.0 1,680 1,414 (15.8)% 74.6 67.0 74.2 (10.2%) 10.8% 25.08 22.64 10.00 8.04 15.36 1.79% 44.8%
Mahindra & Mahindra Autos Pramod AMTHE HOLD 38.4 2,638 3,205 21.5% 93.2 110.0 116.6 18.1% 6.0% 23.98 22.62 4.76 4.12 15.32 1.02% 21.5%
Maruti Suzuki Autos Pramod AMTHE ADD 43.1 11,716 14,261 21.7% 406.5 455.8 543.3 12.1% 19.2% 25.71 21.56 3.47 3.14 15.90 1.37% 16.0%
Samvardhana Motherson International Ltd Auto Parts Pramod AMTHE ADD 10.9 132 152 15.0% 2.9 4.9 6.5 71.2% 32.0% 26.98 20.44 2.79 2.43 9.00 0.90% 11.6%
Tata Motors Autos Pramod AMTHE REDUCE 28.9 672 661 (1.6)% 86.6 55.5 73.0 (36.0%) 31.6% 12.11 9.21 2.40 1.95 4.50 0.93% 21.7%
TVS Motor Co Ltd Autos Pramod AMTHE REDUCE 13.9 2,496 1,901 (23.8)% 50.1 52.8 55.1 5.3% 4.4% 47.28 45.30 14.99 11.79 28.50 0.36% 31.7%