193.4100 0.35 (0.18%)
NSE May 05, 2025 15:31 PM
Volume: 164.3K
 

193.41
0.18%
HDFC Securities
Maintain BUY with a revised TP of Rs 480 (12.5x Dec-19E EV/EBITDA). DCAL reported a strong top-line but lower margins in 3QFY18. Revenue grew 27% YoY to Rs 4.6bn (in-line with estimates), and EBITDA came in at Rs 1.2bn, up 22% YoY. However, there was a miss at the margin level, with the EBITDA margin coming in at 26.4%, down ~100bps YoY. This was primarily owing to an unfavourable business mix, which led to a decline at the gross margin level (~460bps YoY). The lower margin Carbogen Amcis pie contributed 62% of the top-line in 3QFY18 (vs 49% in 3QFY17) and the high margin India CRAMs segment contributed 10% (vs 15% YoY), causing the margin decline. PAT came in at Rs 420mn, below estimates, but up ~29% YoY.
Dishman Carbogen Amcis Ltd. is trading below all available SMAs
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