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 (%)
FY21 FY22F FY23F FY22F FY23F FY22F FY23F FY22F FY23F FY22F FY22F FY22F
Blue Dart Express Ltd Logistics Rajarshi MAITRA REDUCE 2.4 7,378 6,000 (18.7)% 42.9 160.8 155.9 275.3% (3.0%) 45.87 47.31 20.10 14.86 17.55 0.81% 57.1%
Container Corp of India Ltd Logistics Rajarshi MAITRA ADD 6.6 786 1,083 37.8% 8.4 17.3 19.2 105.0% 11.3% 45.50 40.87 4.44 4.26 24.12 1.15% 11.4%
Delhivery Logistics Rajarshi MAITRA REDUCE 3.5 344 263 (23.7)% (8.1) (17.5) (17.9) 116.6% 2.3% (19.71) (19.27) 3.71 2.86 (49.17) 0.00% (23.1%)
Tech Mahindra Services - Overall Abhishek SHINDADKAR ADD 22.9 1,700 1,877 10.4% 50.5 63.0 54.6 24.9% (13.4%) 26.97 31.15 5.60 5.39 18.02 2.63% 21.5%