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15 Apr 2025 |
Ahluwalia Contracts
|
Consensus Share Price Target
|
908.00 |
891.08 |
- |
-1.86 |
buy
|
|
|
|
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16 Nov 2022
|
Ahluwalia Contracts
|
Axis Direct
|
908.00
|
485.00
|
423.25
(114.53%)
|
Target met |
Buy
|
|
|
We retain our BUY rating on the stock with a target price of Rs 485/share, implying an upside of 20% from the CMP.
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17 Aug 2022
|
Ahluwalia Contracts
|
Axis Direct
|
908.00
|
515.00
|
447.55
(102.88%)
|
Target met |
Buy
|
|
|
We value the company at 13x FY24E EPS to arrive at the TP of Rs 515 /share, implying an upside potential of 14% from the current levels.
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30 Jun 2022
|
Ahluwalia Contracts
|
Axis Direct
|
908.00
|
490.00
|
431.50
(110.43%)
|
Target met |
Buy
|
|
|
We initiate coverage on the company with a BUY rating and value the company at 12.5x FY24E EPS to arrive at the target price of Rs 490/share, implying an upside potential of 17% from the current levels.
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23 Feb 2022
|
Ahluwalia Contracts
|
Anand Rathi
|
908.00
|
508.00
|
383.70
(136.64%)
|
Target met |
Buy
|
|
|
|
|
28 Jun 2021
|
Ahluwalia Contracts
|
Prabhudas Lilladhar
|
908.00
|
410.00
|
411.45
(120.68%)
|
Target met |
Accumulate
|
|
|
project sites fell to ~30% levels, but improved substantially with ease in lockdown restrictions and fall in cases. Though it is yet to reach pre-covid levels in many sites. Even with healthy order book and rising execution pace, management gave conservative guidance of 10-15% revenue growth in FY22 considering headwinds of second wave (and a possible third wave). EBITDAM is expected to be in 11-12% range, given major provisioning now complete. We believe ACIL is one amongst few EPC companies that turned around with significant improvement in profitability through its sound business strategy,...
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18 Nov 2020
|
Ahluwalia Contracts
|
Prabhudas Lilladhar
|
908.00
|
288.00
|
238.55
(280.63%)
|
Target met |
Buy
|
|
|
Labour availability stands at 80% pre-covid levels (vs 60% pre-covid levels by Sep'20); Company expects to reach ~100% by Dec'20. Ahluwalia Contracts (ACIL) posted a strong quarterly performance with execution rising 4.1% YoY (vs PLe 23% decline) led by rise in labour...
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|
14 Aug 2020
|
Ahluwalia Contracts
|
Prabhudas Lilladhar
|
908.00
|
288.00
|
253.75
(257.83%)
|
Target met |
Buy
|
|
|
Order book stands strong at Rs76.2bn (4.2x TTM revenues) as on 1QFY21 primarily driven by Hospital (48%) and Institutional (26%) segments. Ahluwalia Contracts (ACIL) posted a decent set of results with revenues falling 21.1% YoY (vs PLe 44% decline) despite challenging environment....
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14 Aug 2020
|
Ahluwalia Contracts
|
Dolat Capital
|
908.00
|
266.00
|
248.85
(264.88%)
|
Target met |
Accumulate
|
|
|
We increase our revenue/ EBITDA margin estimates by 7.1%/ 297 bps for FY21E factoring Q1FY21 results. Accordingly, we increase our PAT estimates by 674.1% for FY21E. We broadly maintain our FY22E...
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01 Jul 2020
|
Ahluwalia Contracts
|
Prabhudas Lilladhar
|
908.00
|
264.00
|
215.05
(322.23%)
|
Target met |
Buy
|
|
|
Operations resumed at all project sites with labour force at ~25% pre-covid levels (peer avg of 40-50%); Company expects to reach ~50% by Aug'20. Ahluwalia Contracts (ACIL) results were a mixed bag with revenues growing 14.4% YoY despite impact of nationwide lockdown however margins were hit...
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01 Jul 2020
|
Ahluwalia Contracts
|
Dolat Capital
|
908.00
|
212.00
|
210.15
(332.07%)
|
Target met |
Sell
|
|
|
We reduce our revenue estimates by 20.1%/ 8.5% for FY21E/ FY22E on account of lockdown due to covid-19. We factor EBITDA loss in H1FY21E leading to reduction in EBITDA margin estimates by 712/ 19 bps for FY21E/ FY22E to 4.9%/ 12.0%. Accordingly, we drastically reduce our PAT estimates by 95.1%/ 13.2% for FY21E/ FY22E. We...
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