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 (%)
FY21 FY22F FY23F FY22F FY23F FY22F FY23F FY22F FY23F FY22F FY22F FY22F
Aditya Birla Fashion and Retail Ltd Retail Rohan KALLE ADD 4.3 289 198 (31.5)% (6.0) 1.5 2.9 (124.6%) 96.3% 195.82 99.75 8.53 7.86 0.50 0.00% 6.3%
Amber Enterprises Electronics Components Arafat SAIYED HOLD 2.9 6,169 6,880 11.5% 24.2 32.4 46.7 33.8% 44.0% 190.36 132.22 11.99 10.89 77.32 0.00% 6.5%
Colgate Palmolive India Personal Products Rohan KALLE HOLD 10.2 2,734 3,320 21.5% 38.1 39.6 38.9 0.0% 0.0% 68.95 70.25 42.86 43.32 47.05 1.42% 74.4%
Dabur India Ltd Personal Products Rohan KALLE ADD 12.4 508 610 20.0% 9.6 10.2 9.6 6.8% (5.6%) 49.76 52.68 10.72 10.03 40.03 1.08% 22.5%
Elin Electronics Electronics Components Ishan VERMA ADD 0.1 206 271 31.7% 7.0 7.9 5.4 12.3% (31.5%) 26.13 38.17 3.38 2.07 14.18 0.00% 13.8%
Emami Ltd Personal Products Rohan KALLE ADD 3.9 643 785 22.1% 16.2 24.5 14.5 51.1% (40.9%) 26.20 44.37 13.66 12.32 30.04 1.25% 44.0%
Ethos Limited Retail Rohan KALLE ADD 1.0 2,950 3,400 15.3% 2.6 12.7 25.8 385.1% 103.3% 232.16 114.22 23.47 10.91 81.58 0.00% 16.2%
Godrej Consumer Products Ltd Personal Products Rohan KALLE ADD 16.7 1,185 1,440 21.5% 16.8 17.4 16.6 3.6% (4.5%) 67.97 71.20 10.49 8.79 50.42 0.00% 17.1%
Hindustan Unilever Ltd Personal Products Rohan KALLE HOLD 78.0 2,410 2,820 17.0% 34.3 37.4 42.1 9.1% 12.7% 64.48 57.22 11.62 11.28 44.76 1.33% 18.3%
Jyothy Labs Limited Personal Products Rohan KALLE ADD 2.0 405 575 42.1% 5.4 4.4 6.5 (18.8%) 48.0% 91.76 61.99 10.30 9.59 59.37 0.99% 11.3%
Kaynes Technology Electronics Components Arafat SAIYED ADD 5.1 5,776 6,000 3.9% 0.9 5.8 14.9 570.9% 158.3% 1,001.58 387.81 182.24 107.31 417.22 0.00% 21.6%
Marico Ltd Personal Products Rohan KALLE ADD 10.5 591 715 21.0% 9.0 8.7 9.0 (3.0%) 2.8% 67.64 65.83 22.98 20.07 44.86 1.18% 34.4%
PG Electroplast Electronics Components Arafat SAIYED REDUCE 2.4 676 515 (23.8)% 0.5 1.4 3.0 198.7% 108.7% 473.82 227.04 56.32 44.42 239.54 0.00% 14.7%
Raymond Ltd Textile Rohan KALLE ADD 1.4 1,482 3,650 146.3% (45.2) 39.1 79.5 (186.4%) 103.2% 37.90 18.66 4.18 3.40 14.91 0.20% 19.0%
Som Distilleries & Breweries Ltd Consumer Discretionary - overall Nitin AWASTHI ADD 0.3 104 446 328.0% (7.8) (1.5) 8.4 (81.3%) (674.8%) (71.32) 12.41 2.52 2.05 51.60 0.00% (4.4%)
Titan Co Ltd Retail Rohan KALLE ADD 39.4 3,225 3,600 11.6% 11.2 24.4 36.5 118.5% 49.6% 132.14 88.31 30.85 24.22 85.62 0.23% 26.5%
VIP Industries Limited Retail Harsh SHAH ADD 0.9 460 0 (100.0)% (6.8) 4.7 15.3 (169.6%) 223.9% 97.15 30.00 11.62 8.87 45.45 0.00% 12.4%
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