Consumer Discretionary

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
Aditya Birla Fashion and Retail Ltd Retail Rohan KALLE ADD 1.2 88 198 124.0% 0.0 0.0 0.0 0.0% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00% 0.0%
Amber Enterprises Electronics Components Arafat SAIYED ADD 3.0 7,936 8,055 1.5% 40.7 94.0 139.9 130.7% 48.8% 84.42 56.74 11.23 9.37 33.68 0.00% 14.3%
Colgate Palmolive India Personal Products Rohan KALLE HOLD 7.3 2,354 2,570 9.2% 49.4 52.8 56.8 0.1% 0.1% 44.56 41.43 38.46 36.76 32.17 2.54% 81.2%
Dabur India Ltd Personal Products Rohan KALLE HOLD 10.8 539 545 1.1% 10.4 10.0 10.6 (4.1%) 6.4% 54.02 50.77 8.84 7.84 40.66 1.02% 17.1%
Elin Electronics Electronics Components Ishan VERMA ADD 0.1 222 271 22.0% 2.8 4.5 8.9 60.8% 98.0% 49.19 24.84 2.10 1.94 19.97 0.00% 4.4%
Emami Ltd Personal Products Rohan KALLE ADD 3.0 602 690 14.6% 16.5 18.5 23.4 12.1% 26.7% 32.58 25.72 9.75 7.70 25.04 1.33% 31.4%
Ethos Limited Retail Rohan KALLE ADD 0.7 2,371 3,400 43.4% 34.0 37.4 49.4 10.0% 31.9% 63.32 48.01 5.95 5.29 28.41 0.00% 13.4%
Godrej Consumer Products Ltd Personal Products Rohan KALLE ADD 14.5 1,250 1,375 10.0% (5.5) 18.1 24.3 (430.4%) 34.0% 69.01 51.52 10.65 9.32 42.50 2.00% 15.6%
Hindustan Unilever Ltd Personal Products Rohan KALLE ADD 68.7 2,581 2,800 8.5% 42.7 47.1 46.5 10.4% (1.3%) 54.80 55.54 12.34 12.06 41.71 1.51% 21.3%
India Glycols Ltd Brewers Nitin AWASTHI ADD 0.6 839 2,768 230.0% 50.5 58.9 78.9 16.7% 34.0% 14.24 10.62 1.15 1.01 8.50 0.00% 8.5%
Jyothy Labs Limited Personal Products Rohan KALLE ADD 1.4 325 380 16.9% 10.1 10.1 10.3 0.3% 2.1% 32.24 31.58 5.83 5.18 23.62 1.08% 19.4%
Kaynes Technology Electronics Components Arafat SAIYED ADD 5.4 7,172 6,117 (14.7)% 28.7 42.8 63.0 49.2% 47.4% 167.71 113.79 16.63 14.51 114.71 0.00% 10.4%
Marico Ltd Personal Products Rohan KALLE ADD 10.8 735 840 14.4% 10.4 12.6 13.1 21.7% 3.6% 58.17 56.15 23.84 19.89 43.61 1.26% 41.7%
PG Electroplast Electronics Components Arafat SAIYED REDUCE 1.8 570 760 33.4% 5.3 9.1 12.0 72.3% 32.3% 62.78 47.44 11.64 9.35 36.14 0.00% 20.4%
Radico Khaitan Ltd Brewers Nitin AWASTHI ADD 4.4 2,871 3,405 18.6% 19.1 25.8 41.6 35.0% 60.9% 111.17 69.08 14.26 11.82 57.82 0.00% 13.6%
Raymond Ltd Textile Rohan KALLE ADD 0.5 615 3,650 493.9% 246.0 114.3 160.9 (53.5%) 40.8% 5.38 3.82 0.77 0.64 2.05 0.81% 15.3%
Som Distilleries & Breweries Ltd Consumer Discretionary - overall Nitin AWASTHI ADD 0.3 131 446 239.2% 12.3 15.4 20.3 25.1% 31.9% 8.56 6.49 1.51 1.06 5.66 1.13% 26.1%
Titan Co Ltd Retail Rohan KALLE ADD 35.9 3,572 3,900 9.2% 39.3 37.5 53.1 (4.5%) 41.6% 95.26 67.27 27.35 24.76 57.15 0.31% 31.8%
VIP Industries Limited Retail Harsh SHAH ADD 0.7 441 0 (100.0)% 18.8 0.0 0.0 0.0% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00% 0.0%
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