HomeNewsBusinessStocksHold VST Industries; target of Rs 1700: ICICIdirect

Hold VST Industries; target of Rs 1700: ICICIdirect

ICICIdirect.com has recommended to hold VST Industries with a target price of Rs 1700, in its research report dated April 22, 2015.

July 31, 2015 / 20:21 IST
Story continues below Advertisement

ICICIdirect.com's report on VST Industries

VST Industries posted better-than-expected Q4FY15 results exceeding our expectations on all fronts with net sales witnessing 15.3% YoY growth to Rs 218 crore (I-direct estimate: Rs 173.2 crore)

Story continues below Advertisement

A major reason behind this was aggressive price hikes after two consecutive excise duty hikes in the 64 mm category & higher sales in tobacco exports. Volumes were dismal with 7% de-growth in Q4FY15 as well as for FY15. Tobacco exports stand at Rs 68 crore for the quarter and Rs 256 crore for FY15. Revenue contribution from the 64 mm category remains at ~67% in Q4FY15

Operating margin witnessed a contraction of 426 bps mainly due to excessive excise duty hikes for two consecutive years. This resulted in a decline in net profit by 21.6% YoY to Rs 40.7 crore