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Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

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Sunday, November 27, 2011

Areva T&D India Ltd:-Buy/sell/growth prospects and recommendation,news and results,target price and analysis,view and outlook,multibagger

Scripscan:Areva T&D India Ltd
cmp:194
Code:522275

Story:Areva T&D India Limited manufactures and sells electrical transmission and distribution products. The company’s products include transformers, circuit breakers, gas insulated switchgears, generator circuit breakers, instrument transformers, protection relays, and power system automation equipments. It also undertakes turnkey projects, such as building substations and switchyards, as well as 765 KV substations, HVDC substations, and gas insulated substations. In addition, the company provides hardware and software for managing energy flows from load dispatch centers. It offers supervisory control and data acquisition solutions for managing energy flows. Further, the company provides services for network planning and after sales services for its products and systems. It primarily sells its products in India, Qatar, Kenya, Germany, China, Brazil, France, the United Kingdom, and Vietnam.Areva T&D India Limited is a subsidiary of ALSTOM Grid SAS.Given the deteriorating dynamics in the T&D space (extremely competitive landscape),I feel Areva is likely to face pressures on the earnings front. Despite some improvement in the OPM during the current quarter,I believe margin recovery will not be as swift as anticipated (read concerns). Further, lack of positive news flow in the sector (read sector related) is likely to have a downward bias on the stock. Given these negatives, the stock appears expensive at the CMP (27.3x CY2011E EPS and 23.4x CY2012E EPS). Upside from the current level seems limited, in my view, until concerns dissipate.

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Posted by Arun Mukherjee at 8:13 AM

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This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.com Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
 
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