Shivam AGARWAL

Shivam AGARWAL

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(91) 22 4161 1500
shivam.agarwal@incredresearch.com
Executive Summary

Valuation
Company Industry Sector 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
Adani Ports & Special Economic Zone Ltd Ports Transport Infrastructure ADD 30.2 1,195 1,457 21.9% 37.2 47.2 59.6 27.1% 26.2% 25.31 20.06 4.19 3.56 16.26 0.57% 21.1%
Astral Ltd. Building Materials Construction and Materials 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%
Blue Dart Express Ltd Logistics Services HOLD 1.7 6,224 7,000 12.5% 126.7 107.9 129.9 (14.8%) 20.4% 57.69 47.91 9.59 8.42 16.74 0.46% 17.6%
Container Corp of India Ltd Logistics Services ADD 5.1 709 1,133 59.7% 20.6 22.1 28.0 7.2% 27.2% 32.16 25.30 3.29 3.01 18.98 0.00% 10.8%
Finolex Industries Building Materials Construction and Materials 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%
Gujarat Pipavav Port Ltd Ports Transport Infrastructure HOLD 0.8 141 137 (3.1)% 7.3 8.2 8.8 12.0% 7.7% 17.26 16.03 3.18 3.12 9.80 4.95% 18.7%
InterGlobe Aviation Ltd Airlines Aviation REDUCE 22.9 5,068 3,030 (40.2)% 211.7 155.0 83.0 (26.8%) (46.5%) 32.70 61.09 24.72 17.60 14.24 0.00% 100.0%
IRB InvIT Fund Construction and Materials Construction and Materials 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%
JSW Infrastructure Ltd Ports Transport Infrastructure REDUCE 7.9 322 172 (46.7)% 5.5 6.7 6.9 22.1% 3.9% 48.36 46.53 7.23 6.26 30.98 0.00% 16.3%
PNC Infratech Ltd Construction and Materials Construction and Materials 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%
Supreme Industries Building Materials Construction and Materials 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%
VRL Logistics Ltd Transport Transport (General) ADD 0.5 484 650 34.3% 10.1 17.8 19.4 75.9% 9.2% 27.21 24.92 4.03 3.66 9.42 1.24% 15.6%
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