Construction and Materials

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
ACC Ltd Cement Nishant BAGRECHA ADD 4.3 1,964 2,400 22.2% 124.3 68.6 98.1 (44.8%) 42.9% 28.62 20.02 2.11 1.92 14.57 0.31% 7.6%
Ambuja Cements Ltd Cement Nishant BAGRECHA ADD 15.4 534 630 18.0% 11.9 11.5 14.3 (3.1%) 24.0% 46.26 37.30 2.43 2.32 34.46 0.39% 5.6%
APL Apollo Tubes Building Materials Rahul AGARWAL ADD 5.1 1,562 1,814 16.1% 27.6 39.3 56.0 42.3% 42.6% 39.78 27.89 9.63 7.47 25.36 0.45% 35.9%
Ashoka Buildcon Ltd Construction and Materials Rajarshi MAITRA ADD 0.6 194 97 (49.9)% 0.0 0.0 0.0 0.0% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00% 0.0%
Asian Paints Limited Building Materials Rohan KALLE REDUCE 25.9 2,307 2,230 (3.3)% 56.9 44.9 47.6 (21.1%) 6.0% 51.35 48.44 10.77 9.86 36.20 1.06% 21.9%
Astral Ltd. Building Materials Rajarshi MAITRA REDUCE 4.2 1,341 1,344 0.2% 20.3 20.5 24.0 1.1% 16.7% 65.33 55.96 9.91 8.62 36.37 0.00% 16.2%
Berger Paints India Limited Building Materials Rohan KALLE HOLD 6.9 505 505 0.0% 10.0 10.3 10.9 2.4% 6.1% 49.25 46.40 9.64 8.56 30.94 0.82% 20.8%
Birla Corporation Ltd Cement Nishant BAGRECHA ADD 1.0 1,094 1,455 33.0% 53.7 22.0 47.3 (59.1%) 115.3% 49.77 23.11 1.24 1.19 10.64 0.39% 2.5%
Century Plyboards Building Materials Rahul AGARWAL REDUCE 1.8 706 595 (15.7)% 14.1 17.0 22.4 21.0% 31.6% 41.52 31.54 6.17 5.20 25.58 0.14% 21.3%
Cera Sanitaryware Building Materials Rahul AGARWAL HOLD 0.9 5,735 7,903 37.8% 177.3 202.6 236.8 14.3% 16.9% 28.30 24.21 4.94 4.33 19.43 1.13% 24.7%
Dalmia Bharat Ltd Cement Nishant BAGRECHA ADD 4.0 1,817 2,000 10.1% 43.9 35.4 52.0 (19.4%) 46.9% 51.39 34.98 2.03 1.93 14.83 0.19% 4.0%
Dilip Buildcon Ltd Construction and Materials Rajarshi MAITRA HOLD 0.8 473 400 (15.4)% 13.6 10.2 19.8 (24.8%) 93.8% 46.20 23.84 1.60 1.51 15.07 0.25% 6.7%
Finolex Industries Building Materials Rajarshi MAITRA HOLD 1.3 179 252 40.7% 7.7 13.5 10.1 76.2% (25.1%) 13.26 17.70 1.59 1.49 16.55 1.13% 11.0%
Heidelberg Cement India Ltd Cement Nishant BAGRECHA HOLD 0.5 198 181 (8.9)% 8.9 11.8 13.2 32.5% 11.7% 16.79 15.03 2.83 2.70 8.43 4.38% 17.3%
IRB Infrastructure Developers Ltd Construction and Materials Rajarshi MAITRA REDUCE 3.3 47 40 (14.6)% 1.4 1.9 2.4 38.7% 28.0% 24.62 19.23 1.88 1.71 8.22 0.48% 7.9%
IRB InvIT Fund Construction and Materials Rajarshi MAITRA HOLD 0.4 53 73 38.5% 6.8 6.0 6.3 (12.2%) 6.3% 8.83 8.30 0.76 0.72 5.69 7.55% 8.7%
J K Cement Ltd Cement Nishant BAGRECHA HOLD 4.5 4,993 4,900 (1.9)% 103.1 91.7 122.6 (11.0%) 33.7% 54.46 40.73 6.53 5.82 22.46 0.44% 12.6%
JK Lakshmi Cement Cement Nishant BAGRECHA ADD 1.1 794 930 17.2% 39.4 22.5 37.2 (42.9%) 65.5% 35.28 21.32 2.73 2.45 13.90 0.28% 8.0%
Kajaria Ceramics Building Materials Rahul AGARWAL ADD 1.5 831 1,379 66.1% 29.4 36.3 45.2 23.5% 24.7% 22.88 18.35 4.49 3.95 13.95 1.81% 27.7%
Kansai Nerolac Paints Limited Building Materials Rohan KALLE REDUCE 2.3 240 235 (2.2)% 14.5 8.1 9.1 (44.1%) 11.5% 29.57 26.52 3.57 3.50 17.84 4.10% 11.9%
KNR Constructions Ltd Construction and Materials Rajarshi MAITRA REDUCE 0.8 230 222 (3.4)% 19.6 18.7 20.6 (4.4%) 10.3% 12.28 11.13 1.69 1.47 13.77 0.27% 18.7%
NCC Ltd Construction and Materials Rajarshi MAITRA REDUCE 1.6 214 150 (29.9)% 14.2 15.1 16.1 6.2% 6.2% 14.16 13.33 1.70 1.52 10.14 0.39% 17.1%
Orient Cement Cement Nishant BAGRECHA REDUCE 0.8 346 320 (7.6)% 8.5 10.6 12.9 24.8% 21.4% 32.49 26.76 3.76 3.45 13.75 1.11% 12.0%
Pidilite Industries Limited Building Materials Rohan KALLE ADD 17.0 2,851 3,470 21.7% 34.0 42.3 50.6 24.4% 19.6% 67.39 56.33 14.98 12.95 44.96 0.61% 23.8%
PNC Infratech Ltd Construction and Materials Rajarshi MAITRA ADD 0.8 265 350 32.1% 35.4 10.2 12.6 (71.1%) 22.9% 25.88 21.07 1.25 1.19 16.42 0.26% 10.1%
Prism Johnson Ltd Cement Nishant BAGRECHA ADD 0.8 132 142 7.8% 5.7 0.0 0.0 0.0% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00% 0.0%
Ramco Cements Ltd Cement Nishant BAGRECHA HOLD 2.5 917 900 (1.8)% 16.7 8.0 17.6 (51.9%) 119.2% 114.12 52.06 2.97 2.84 19.32 0.13% 2.6%
Shree Cement Ltd Cement Nishant BAGRECHA HOLD 12.8 30,273 27,600 (8.8)% 664.0 255.2 420.5 (61.6%) 64.8% 118.62 71.99 5.09 4.82 28.40 0.16% 4.4%
Supreme Industries Building Materials Rajarshi MAITRA REDUCE 5.0 3,355 4,125 23.0% 84.2 88.5 101.2 5.1% 14.4% 37.92 33.14 7.38 6.55 25.56 1.07% 27.1%
UltraTech Cement Ltd Cement Nishant BAGRECHA ADD 38.8 11,251 12,900 14.7% 247.6 213.7 292.6 (13.7%) 36.9% 52.65 38.45 5.03 4.61 26.74 0.47% 9.9%
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