Bernstein SocGen rates Tata Elxsi stock 'Underperform' on high valuation

Published 09/07/2024, 11:50
Bernstein SocGen rates Tata Elxsi stock 'Underperform' on high valuation

On Tuesday, Tata Elxsi Ltd (TELX:IN) stock received an Underperform rating from Bernstein SocGen Group, with a price target set at INR 6,030.00. The firm cited a variety of factors influencing its decision, including the company's slower growth rate and high valuation compared to its peers.

Tata Elxsi, part of the prestigious Tata group and with Jaguar Land Rover (JLR) as a significant client, was noted for its diverse revenue mix which stands out from other pure-play Engineering Research and Development (ER&D) companies.

Despite this, the firm pointed out that Tata Elxsi has the lowest revenue growth among mid-cap companies covered by Bernstein SocGen, with a Compound Annual Growth Rate (CAGR) of 17.1% over the past five years.

The top five clients of Tata Elxsi contribute to 44% of the company's revenue, which Bernstein SocGen flags as a considerable risk for the firm's financial health. This client concentration could potentially impact the company's revenue stability and growth prospects.

Furthermore, Tata Elxsi's stock valuation was considered high by the firm, with a Price Earnings to Growth (PEG) ratio of 4 times, surpassing the peer average of 3.5 times, based on Bernstein SocGen's estimates. The price target of INR 6,030.00 is derived from a 35 times multiple applied to the company's projected earnings over a two-year forward-looking period.

The coverage initiation and the setting of the price target reflect Bernstein SocGen's assessment of Tata Elxsi's market position, growth trajectory, and financial metrics in comparison to other companies in the same sector. The Underperform rating suggests that the firm expects Tata Elxsi's stock performance to lag behind that of its industry peers.

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