will government's massive surge in investment ... - Myiris.com
will government's massive surge in investment ... - Myiris.com
will government's massive surge in investment ... - Myiris.com
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Apr-Jun 2013 Earn<strong>in</strong>gs Preview<br />
FMCG<br />
Nifty: Company & Sector Valuations<br />
Wgt<br />
(%)<br />
Mcap<br />
(Rs m)<br />
No. of<br />
Shares (m)<br />
CMP<br />
(Rs)<br />
PAT (Rs m) EPS (Rs) PER (x)<br />
2012 2013 2014 2015 2012 2013 2014 2015 2012 2013 2014 2015<br />
27 H<strong>in</strong>dustan Unilever 3.3% 1,318,459 2,162.5 610 25,726 31,882 34,935 40,292 11.9 14.7 16.2 18.6 51.2 41.4 37.7 32.7<br />
Growth (%) 18.4 23.9 9.6 15.3 18.3 23.9 9.6 15.3<br />
28 ITC 10.2% 2,739,566 7,901.8 347 61,622 74,184 85,312 103,444 7.9 9.5 10.9 13.2 44.0 36.5 31.8 26.2<br />
Growth (%) 23.1 20.4 15.0 21.3 21.9 20.4 15.0 21.3<br />
29 Asian Pa<strong>in</strong>ts 1.1% 448,228 95.9 4,673 10,226 11,137 13,380 16,307 106.6 116.1 139.5 170.0 43.8 40.2 33.5 27.5<br />
Growth (%) 21.3 8.9 20.1 21.9 21.3 8.9 20.1 21.9<br />
Total 14.6% 4,506,253 10,064.3 97,573 117,204 133,627 160,044 46.2 38.4 33.7 28.2<br />
Growth (%) 35.9 20.1 14.0 19.8<br />
Source: Company Data, Bloomberg, PL Research<br />
Metals<br />
Nifty: Company & Sector Valuations<br />
Wgt<br />
(%)<br />
Mcap<br />
(Rs m)<br />
No. of<br />
Shares (m)<br />
CMP<br />
(Rs)<br />
PAT (Rs m) EPS (Rs) PER (x)<br />
2012 2013 2014 2015 2012 2013 2014 2015 2012 2013 2014 2015<br />
30 H<strong>in</strong>dalco Industries 0.7% 191,745 1,914.6 100 33,970 30,269 26,892 29,142 17.7 15.8 13.6 14.6 5.6 6.3 7.3 6.8<br />
Growth (%) 38.3 (10.9) (11.2) 8.4 38.2 (10.9) (13.8) 7.5<br />
31 J<strong>in</strong>dal Steel & Power 0.5% 207,299 934.8 222 40,585 34,842 29,849 30,816 43.4 37.3 31.9 33.0 5.1 5.9 6.9 6.7<br />
Growth (%) 8.1 (14.2) (14.3) 3.2 8.0 (14.2) (14.3) 3.2<br />
32 Sesa Goa 0.3% 122,543 869.1 141 26,955 22,803 24,329 27,347 31.0 26.2 27.9 32.1 4.5 5.4 5.1 4.4<br />
Growth (%) (36.2) (15.4) 6.7 12.4 (36.9) (15.4) 6.3 15.0<br />
33 Tata Steel 0.9% 252,419 971.2 260 20,279 3,323 24,323 34,528 20.9 3.4 25.0 35.5 12.5 76.0 10.4 7.3<br />
Growth (%) (65.8) (83.6) 632.0 42.0 (66.3) (83.6) 632.0 42.0<br />
34 Coal India 1.0% 1,831,746 6,316.4 290 147,263 179,742 181,030 196,991 23.3 28.5 28.7 31.2 12.4 10.2 10.1 9.3<br />
Growth (%) 35.2 22.1 0.7 8.8 35.2 22.1 0.7 8.8<br />
35 NMDC 0.4% 406,185 3,964.7 102 72,654 61,949 65,172 59,044 18.3 15.6 16.1 14.9 5.6 6.6 6.3 6.9<br />
Growth (%) 11.8 (14.7) 5.2 (9.4) 11.8 (14.9) 3.5 (7.7)<br />
Total 3.8% 3,011,938 14,971 341,705 332,928 351,595 377,868 8.8 9.0 8.6 8.0<br />
Growth (%) 1.2 (2.6) 5.6 7.5<br />
Source: Company Data, Bloomberg, PL Research<br />
July 8, 2013 182
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