SML Isuzu Ltd.

NSE: SMLISUZU | BSE: 505192 | ISIN: INE294B01019 | Industry: Commercial Vehicles
| Mid-range Performer

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SML Isuzu Ltd.
25 May 2018
1608.85
-6.77%
HDFC Securities
We value the stock at Rs 1023 (18x FY20E EPS). Maintain BUY After four quarters of earning decline SMILs finally back on track and posted net profit growth 55% at Rs 148mn in 4Q. EBITDA number missed estimates led by higher RM cost. EBITDA rose by 34% YoY at Rs 242mn with margin 6.6 %( +162bps YoY). Revenue stood at 3.7bn (+0.6% YoY, in line estimates). Total volumes fell by 7% YoY (3.69k) in 4Q, on higher base (pre buying before BSIV).
SML Isuzu Ltd. is trading below its 200 day SMA of 1702.9
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