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 1.1 78 198 154.6% 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 2.5 6,397 8,055 25.9% 40.7 94.0 139.9 130.7% 48.8% 68.04 45.73 9.05 7.56 27.33 0.00% 14.3%
Colgate Palmolive India Personal Products Rohan KALLE HOLD 7.7 2,433 2,570 5.7% 49.4 52.8 56.8 0.1% 0.1% 46.05 42.82 39.75 37.99 33.26 2.46% 81.2%
Dabur India Ltd Personal Products Rohan KALLE HOLD 10.0 481 515 7.0% 10.4 10.0 10.6 (4.1%) 6.4% 48.25 45.35 7.90 7.00 36.26 1.14% 17.1%
Elin Electronics Electronics Components Ishan VERMA ADD 0.1 163 271 66.4% 2.8 4.5 8.9 60.8% 98.0% 36.06 18.21 1.54 1.42 14.27 0.00% 4.4%
Emami Ltd Personal Products Rohan KALLE ADD 3.0 583 710 21.7% 16.6 18.5 20.0 11.5% 8.3% 31.57 29.16 9.45 8.68 24.25 2.16% 31.4%
Ethos Limited Retail Rohan KALLE ADD 0.8 2,858 3,400 19.0% 34.0 37.4 49.4 10.0% 31.9% 76.33 57.88 7.17 6.38 34.61 0.00% 13.4%
Godrej Consumer Products Ltd Personal Products Rohan KALLE ADD 14.5 1,210 1,380 14.0% (5.5) 18.1 24.3 (430.4%) 12.7% 66.83 49.88 10.31 9.03 41.15 2.07% 15.6%
Hindustan Unilever Ltd Personal Products Rohan KALLE HOLD 65.6 2,390 2,525 5.7% 42.7 47.1 45.9 10.4% (2.6%) 50.75 52.08 11.43 11.17 38.58 1.63% 21.3%
Jyothy Labs Limited Personal Products Rohan KALLE ADD 1.5 339 390 15.1% 10.1 10.1 10.5 0.3% 3.9% 33.58 32.33 6.07 5.38 24.61 1.03% 19.4%
Kaynes Technology Electronics Components Arafat SAIYED ADD 4.3 5,732 6,117 6.7% 28.7 42.8 63.0 49.2% 47.4% 134.04 90.94 13.29 11.59 91.19 0.00% 10.4%
Marico Ltd Personal Products Rohan KALLE ADD 10.6 699 750 7.3% 10.4 12.0 13.5 15.3% 13.1% 58.40 51.64 17.99 15.85 41.27 0.99% 34.9%
PG Electroplast Electronics Components Arafat SAIYED REDUCE 2.6 773 760 (1.6)% 5.3 9.1 12.0 72.3% 32.3% 85.11 64.31 15.78 12.67 48.60 0.00% 20.4%
Raymond Ltd Textile Rohan KALLE ADD 0.5 617 3,650 491.5% 246.0 114.3 160.9 (53.5%) 40.8% 5.40 3.84 0.77 0.65 2.06 0.81% 15.3%
Som Distilleries & Breweries Ltd Consumer Discretionary - overall Nitin AWASTHI ADD 0.3 151 446 194.5% 12.3 15.4 20.3 25.1% 31.9% 9.85 7.47 1.74 1.22 6.40 0.98% 26.1%
Titan Co Ltd Retail Rohan KALLE ADD 36.9 3,560 3,930 10.4% 39.3 37.5 54.8 (4.5%) 46.1% 94.94 65.00 27.26 24.49 56.96 0.32% 31.8%
VIP Industries Limited Retail Harsh SHAH ADD 0.6 343 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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