211.5500 2.35 (1.12%)
NSE May 19, 2025 15:31 PM
Volume: 3.6M
 

211.55
1.12%
HDFC Securities
We like IGL given (1) Strong volume growth of ~11% CAGR over FY20-22E, (2) Portfolio of mature, semi-mature and new GAs and (3) Pricing power as evident in 3.9% CAGR growth in per unit EBITDA over FY17-9MFY20 to Rs 6.4. Superior operational metrics (~80% CNG+D-PNG volume), strong earnings growth and healthy return ratios compel to value IGL at 25x Dec-21E EPS vs 19/20x for MGL/GGL. We maintain BUY on IGL following a performance in-line with our PAT estimates in 3QFY20. Our target price is Rs 545/sh (25x Dec-21E standalone EPS and 23x Dec-21E MNGL and CUGL) versus the consensus TP of Rs 435.
Indraprastha Gas Ltd. is trading below its 200 day SMA of 216.7
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