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
Blue Dart Express Ltd Logistics Rajarshi MAITRA ADD 1.5 5,724 6,600 15.3% 126.7 106.2 119.3 (16.1%) 12.3% 53.88 47.99 8.72 7.38 15.62 0.44% 17.3%
Container Corp of India Ltd Logistics Rajarshi MAITRA ADD 4.7 550 970 76.3% 20.6 21.2 25.5 3.2% 20.3% 25.89 21.53 2.71 2.49 16.14 2.09% 10.0%
Delhivery Logistics Rajarshi MAITRA REDUCE 4.0 468 300 (35.9)% (3.5) 2.2 0.8 (163.2%) (64.4%) 210.54 591.42 3.70 3.68 1,096.02 0.00% 1.6%
Tech Mahindra Services - Overall Abhishek SHINDADKAR ADD 16.9 1,526 1,908 25.1% 26.7 48.1 59.5 80.5% 23.6% 31.71 25.66 4.93 4.94 18.51 2.95% 15.8%