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12 Sep 2025 |
Tata Chemicals
|
Consensus Share Price Target
|
961.25 |
898.88 |
- |
-6.49 |
sell
|
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22 Dec 2015
|
Tata Chemicals
|
Phillip Capital
|
961.25
|
530.00
|
391.25
(145.69%)
|
Target met |
Buy
|
|
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Based on our recent meeting with Tata Chem's management, we infer that its overseas subsidiary'smarginscouldimproveinFY17;tofactorthis,weraiseourEPSestimatesby 7%.Itsconsumerbusinessrevenuescouldgrow2x+byFY20andform~40%ofEBITDA.A...
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07 Aug 2015
|
Tata Chemicals
|
Phillip Capital
|
961.25
|
560.00
|
473.05
(103.20%)
|
Target met |
Buy
|
|
|
concerned, as these are early signs and not a certainty. We leave our estimates (that are below consensusby10/15% forFY16/17)andratingunchanged.WebelieveTataChemhasleversforan earningssurpriseledby(1)improvingchemicalmarginsforIndiaoperations(oneasinginputcosts),...
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02 Jul 2015
|
Tata Chemicals
|
Phillip Capital
|
961.25
|
530.00
|
434.00
(121.49%)
|
Target met |
Buy
|
|
|
Tata Chemicals intends selling off its fertilizer business and the press quotes the deal considerationtobeaboutUS$1bn.Thisdivestmentisstrategicandconsistentwithother periodic hive offs it is selling assets in the same rigorous way as it focused on...
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29 May 2015
|
Tata Chemicals
|
Phillip Capital
|
961.25
|
530.00
|
432.25
(122.38%)
|
Target met |
Buy
|
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300bps causing major EBITDA disappointment. Overall Revenue/EBITDA/PAT missed our estimates by 2%/6%/3%. However, signs of a turnaround are imminentFY15 earnings have almost doubled to Rs 31. The company has more levers for an earnings surprises,...
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