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 3.7 261 198 (24.2)% 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 2.8 6,996 8,055 15.1% 40.7 94.0 139.9 130.7% 48.8% 74.42 50.02 9.90 8.26 29.80 0.00% 14.3%
Colgate Palmolive India Personal Products Rohan KALLE HOLD 7.5 2,365 2,870 21.4% 49.4 52.8 58.4 0.1% 0.1% 44.77 40.51 33.05 31.75 31.42 2.12% 75.2%
Dabur India Ltd Personal Products Rohan KALLE ADD 10.3 496 590 19.0% 10.4 10.4 11.6 (0.5%) 11.6% 47.90 42.91 7.92 7.17 35.33 0.94% 17.5%
Elin Electronics Electronics Components Ishan VERMA ADD 0.1 132 271 105.0% 2.8 4.5 8.9 60.8% 98.0% 29.27 14.78 1.25 1.15 11.32 0.00% 4.4%
Emami Ltd Personal Products Rohan KALLE ADD 3.0 587 660 12.4% 16.5 20.7 22.7 25.6% 9.5% 28.34 25.88 8.89 7.56 24.04 1.87% 30.8%
Ethos Limited Retail Rohan KALLE ADD 0.7 2,480 3,400 37.1% 34.0 37.4 49.4 10.0% 31.9% 66.23 50.23 6.22 5.54 29.80 0.00% 13.4%
Godrej Consumer Products Ltd Personal Products Rohan KALLE ADD 13.9 1,163 1,245 7.1% (5.5) 19.4 23.2 (453.3%) 19.8% 60.04 50.11 8.66 7.85 38.40 0.69% 15.0%
Hindustan Unilever Ltd Personal Products Rohan KALLE HOLD 61.5 2,238 2,530 13.1% 42.7 43.7 47.4 2.5% 8.4% 51.16 47.20 10.11 9.89 35.76 1.76% 20.0%
Jyothy Labs Limited Personal Products Rohan KALLE ADD 1.4 335 460 37.4% 10.1 10.8 12.5 7.0% 16.2% 31.11 26.77 6.03 5.17 23.93 1.34% 20.5%
Kaynes Technology Electronics Components Arafat SAIYED ADD 3.8 5,037 6,117 21.4% 28.7 42.8 63.0 49.2% 47.4% 117.79 79.92 11.68 10.19 79.85 0.00% 10.4%
Marico Ltd Personal Products Rohan KALLE ADD 9.9 656 750 14.3% 10.4 12.0 13.5 15.3% 13.1% 54.87 48.52 16.90 14.90 38.76 1.05% 34.9%
PG Electroplast Electronics Components Arafat SAIYED REDUCE 3.0 917 760 (17.1)% 5.3 9.1 12.0 72.3% 32.3% 100.98 76.30 18.72 15.03 57.46 0.00% 20.4%
Raymond Ltd Textile Rohan KALLE ADD 1.1 1,413 3,650 158.3% 246.0 114.3 160.9 (53.5%) 40.8% 12.36 8.78 1.76 1.48 5.26 0.35% 15.3%
Som Distilleries & Breweries Ltd Consumer Discretionary - overall Nitin AWASTHI ADD 0.3 130 446 243.5% 12.3 15.4 20.3 25.1% 31.9% 8.45 6.40 1.49 1.04 5.60 1.14% 26.1%
Titan Co Ltd Retail Rohan KALLE ADD 32.2 3,098 3,850 24.3% 39.3 39.9 54.0 1.5% 35.3% 77.68 57.41 16.84 15.63 50.20 0.39% 27.6%
VIP Industries Limited Retail Harsh SHAH ADD 0.5 282 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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