HomeNewsBusinessStocksBuy Exide; target of Rs 200: Motilal Oswal

Buy Exide; target of Rs 200: Motilal Oswal

Motilal Oswal is bullish on Exide recommended buy rating on the stock with a target price of Rs 200 in its research report dated July 29, 2022.

August 01, 2022 / 17:23 IST
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Motilal Oswal's research report on Exide

Exide (EXID)’s robust 1QFY23 performance was driven by strong revenue growth in both automotive and industrial segments. We expect a sustained recovery led by OEM revival and aftermarket growth, with a continuous shift from the unorganized to the organized segments. We maintain our EPS estimates and BUY rating on the stock.

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Outlook

The stock trades at 14.2x/12.0x FY23E/FY24E standalone EPS. Valuing it at ~12x standalone Jun’24E EPS + INR34/share for a stake in HDFC Life Insurance (@ 40% Holdco discount), we arrive at our TP of ~INR200. We maintain our BUY rating on the stock.