Munjal Auto-BUY

Munjal Auto (Buy)

CMP: ₹106.35

Target: ₹155

Munjal Auto Industries is a leading auto component manufacturing company in
India and is a part of the famous Hero Group of companies. The company
primarily manufactures complete exhaust system for two wheelers and four
wheelers, spoke rims for two wheelers, steel wheel rims for two wheelers
and four wheelers, fuel tanks for four wheelers, seat frames for four
wheelers and other automotive assemblies.

The company supplies about 75-80 per cent of products to HeroMoto Corp, the
market leader in two wheeler industry in India. Thus the growth of MAIL is
aligned with the performance of HeroMoto Corp. In the past couple of years,
two wheelers sales remained insulated from slowdown in domestic auto sector
due to its higher affordability, cost-effectiveness and easy convenience of
public transport. Wide product portfolio, increasing cost competitiveness
and sustain demand for two wheelers are the key catalysts for the scrip
going ahead. Moreover, the company has delivered healthy returns to its
shareholders over the period with consistent track record of paying
dividend. On valuation front, the scrip is attractively valued at 5.6x of
its FY16E earnings and hence we believe there is immense upside potential
for the scrip

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