Gandhimathi comparable valuation
| Estimates (Rs in Mn) | TTK | Hawkins | Gandhimathi |
| YE 03/10 | YE 03/10 | YE 03/10 | |
| Price | 446.0 | 690.0 | 61.0 |
| O/S | 11.3 | 5.3 | 9.6 |
| Mcap | 5,044.3 | 3,648.0 | 585.6 |
| Free float | 1,265.1 | 1,604.0 | 144.6 |
| Free float % | 25.1% | 44.0% | 24.7% |
| EV/Sales | 1.0 | 1.2 | 0.4 |
| EV/EBITDA | 7.0 | 5.7 | 4.1 |
| Peer discount | -41.8% | -28.5% | 0.0% |
| Net debt/ebitda | -0.3 | -0.1 | 1.0 |
| Cash conversion cycle | 76.1 | 18.7 | 32.4 |
| ROCE | 66.8% | 292.2% | 66.9% |
| Net debt | -223.4 | -55.2 | 190.0 |
| EV | 4,820.9 | 3,592.8 | 775.6 |
| Sales | 4,935.7 | 2,969.2 | 1,751.3 |
| Sales Growth | 23.0% | 23.0% | 55.0% |
| COGS% | 51.0% | 37.0% | 62.5% |
| Staff cost % | 8.0% | 11.7% | 5.0% |
| Other Exp % | 27.0% | 30.0% | 21.6% |
| EBITDA | 691.0 | 632.4 | 190.9 |
| EBITDA margin | 14.0% | 21.3% | 10.9% |
| EBIT | 656.9 | 615.4 | 180.9 |
| EBIT margin | 13.3% | 20.7% | 10.3% |
| Incremental margin | 32.4% | 63.1% | 846.4% |
| EBIT growth | 83.5% | 132.1% | 68.3% |
| Dep as % Op PP&E | 9.5% | 11.5% | 7.0% |
| Last available info | |||
| Inventory days | 82.9 | 85.9 | 53.1 |
| receivables days | 44.5 | 40.3 | 54.4 |
| payables days | 51.2 | 107.6 | 75.1 |
| Net Wcap | 542.9 | 66.8 | 128.3 |
| % of sales | 11.0% | 2.8% | 8.9% |
| PP&E | 440.7 | 143.8 | 142.0 |
| CE | 983.6 | 210.6 | 270.3 |
posted by jagadish @ 7:29 AM
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