Automobiles and Parts

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 3.4 475 378 (20.5)% 27.1 17.7 23.0 (34.9%) 30.1% 26.93 20.70 2.83 2.58 9.15 1.05% 10.5%
Ashok Leyland Auto & Parts - Overall Pramod AMTHE ADD 8.9 134 139 3.7% 4.5 5.6 6.3 26.2% 11.9% 23.84 21.30 6.84 5.98 13.96 2.33% 31.5%
Bajaj Auto Autos Pramod AMTHE ADD 28.5 9,000 9,944 10.5% 264.5 284.3 329.3 7.5% 15.8% 31.65 27.33 7.82 7.20 21.94 2.33% 28.6%
Balkrishna Industries Ltd Auto Parts Pramod AMTHE REDUCE 5.2 2,389 2,400 0.5% 72.3 84.2 86.3 16.5% 2.4% 28.36 27.69 4.45 3.95 18.60 0.67% 16.9%
Bharat Forge Auto Parts Pramod AMTHE HOLD 6.6 1,223 1,209 (1.1)% 19.0 19.1 25.4 0.3% 33.1% 64.03 48.12 6.32 4.63 22.78 0.90% 13.0%
Bosch Ltd Auto Parts Pramod AMTHE REDUCE 13.3 39,885 27,910 (30.0)% 518.8 682.0 776.7 31.5% 13.9% 58.48 51.35 8.52 8.07 46.32 1.13% 15.5%
Eicher Motors Ltd Autos Pramod AMTHE HOLD 21.4 6,875 5,652 (17.8)% 145.6 172.8 174.7 18.7% 1.1% 39.79 39.35 8.85 8.76 36.34 1.02% 23.7%
Endurance Technologies Ltd Auto Parts Pramod AMTHE ADD 4.6 2,867 3,041 6.1% 48.4 59.5 77.3 22.9% 30.0% 48.22 37.09 7.05 6.08 25.93 0.39% 15.4%
Escorts Kubota Ltd Autos Pramod AMTHE REDUCE 4.7 3,689 3,098 (16.0)% 84.7 99.2 220.4 17.1% 122.1% 37.18 16.74 3.98 3.31 34.10 0.76% 11.5%
Exide Industries Ltd Auto Parts Pramod AMTHE REDUCE 4.0 419 349 (16.6)% 12.4 12.7 14.4 2.3% 13.8% 33.03 29.04 2.46 2.39 13.46 1.79% 7.8%
Hero MotoCorp Autos Pramod AMTHE ADD 12.0 5,302 5,231 (1.3)% 206.5 230.6 255.1 11.6% 10.6% 22.99 20.78 5.35 4.98 15.46 3.11% 24.4%
Hyundai Motor India Auto Parts Pramod AMTHE REDUCE 23.6 2,561 1,612 (37.1)% 74.6 69.4 71.6 (6.9%) 3.1% 36.89 35.77 12.77 10.36 22.42 0.81% 41.8%
Mahindra & Mahindra Autos Pramod AMTHE ADD 50.6 3,590 4,157 15.8% 95.0 114.5 126.7 20.6% 10.6% 31.34 28.32 6.51 5.61 20.67 0.75% 22.5%
Maruti Suzuki Autos Pramod AMTHE ADD 54.6 15,325 17,677 15.3% 405.2 443.9 509.4 9.5% 14.8% 34.53 30.09 5.12 4.58 23.48 0.88% 16.6%
Samvardhana Motherson International Ltd Auto Parts Pramod AMTHE ADD 12.5 105 115 9.8% 2.1 3.3 3.9 58.3% 18.0% 31.59 26.77 3.20 2.83 10.97 0.81% 12.0%
Tata Motors Autos Pramod AMTHE HOLD 29.8 715 744 4.0% 86.6 71.1 72.4 (17.9%) 1.7% 10.05 9.88 2.27 1.88 4.16 0.87% 24.8%
TVS Motor Co Ltd Autos Pramod AMTHE REDUCE 18.8 3,492 2,328 (33.3)% 48.6 57.1 63.4 17.5% 11.1% 61.22 55.11 16.70 13.30 37.54 0.29% 30.8%
Show More

Recent Research

More Reports