Buy BASF India, target of Rs 270: Sharekhan

2009 April 17

Sharekhan has maintained its buy rating on BASF India with a price target of Rs 270 in its april 16, 2009 research report.

“BASF India’s standalone Q4FY2009 performance is in line with our expectation. The net profit for the quarter has come in at Rs 5.5 crore, up by 24.3% year on year (yoy), as compared with our estimate of Rs 5.6 crore for the quarter. However, the net sales for the quarter grew by a paltry 3.4% yoy to Rs202.2 crore, which is well below our expectation.”

“We would revise our earnings estimates once more clarity emerges after the release of the annual report of the company and after discussion with the
management. Meanwhile we expect the company to continue its stable performance and record double-digit earnings growth in the current fiscal. Consequently, considering the company’s steady performance, strong return ratios and high dividend pay-out, and the rerating potential of the stock, we maintain our Buy recommendation on BASF India with a revised price target of Rs 270 per share,” says Sharekhan’s research report.

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