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 1.8 6,501 7,000 7.7% 126.7 107.9 129.9 (14.8%) 20.4% 60.26 50.05 10.02 8.80 17.49 0.44% 17.6%
Container Corp of India Ltd Logistics Rajarshi MAITRA ADD 5.8 810 970 19.8% 20.6 21.2 25.5 3.2% 20.3% 38.11 31.68 3.99 3.67 24.66 1.42% 10.0%
Delhivery Logistics Rajarshi MAITRA REDUCE 3.2 367 263 (28.4)% (11.5) (13.4) 0.0 16.0% 0.0% (27.42) 0.00 3.85 0.00 (72.48) 0.00% (13.1%)
Tech Mahindra Services - Overall Abhishek SHINDADKAR ADD 18.0 1,571 1,877 19.5% 26.7 52.0 65.0 95.0% 25.1% 30.22 24.16 5.03 4.83 17.94 2.65% 16.9%