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 HOLD 1.7 6,224 7,000 12.5% 126.7 107.9 129.9 (14.8%) 20.4% 57.69 47.91 9.59 8.42 16.74 0.46% 17.6%
Container Corp of India Ltd Logistics Rajarshi MAITRA ADD 5.1 709 1,133 59.7% 20.6 22.1 28.0 7.2% 27.2% 32.16 25.30 3.29 3.01 18.98 0.00% 10.8%
Delhivery Logistics Rajarshi MAITRA REDUCE 2.3 259 263 1.4% (11.5) (13.4) 0.0 16.0% 0.0% (19.35) 0.00 2.71 0.00 (52.45) 0.00% (13.1%)
Tech Mahindra Services - Overall Abhishek SHINDADKAR ADD 16.3 1,423 1,877 31.9% 26.7 52.0 65.0 95.0% 25.1% 27.37 21.89 4.56 4.38 16.17 2.92% 16.9%