ICICI Direct has given Hold recommendation for Relaxo Footwears with a target price of Rs. 1100 in its research report issued on May 16, 2022

ICICI Direct’s research report on Relaxo Footwears

Relaxo is India’s leading footwear manufacturing company, boasting of largest capacity of 10.0 lakh pairs per day. It is a dominant player in the open footwear space (~80% of sales), with its strong portfolio of brands (‘Flite’, ‘Bahamas’, ‘Sparx’, ‘Relaxo). Market leader in value priced segment selling ~19 crore pairs annually • Relaxo, over the years, has maintained b/s prudence with controlled working capital cycle, healthy asset turns of 2.5x and generating RoCE of 20%+.

Outlook

However, premium valuations and near term headwinds may cap upsides. Hence, we reiterate HOLD rating on the stock with a revised target price. We value Relaxo at Rs 1100 i.e. 65x FY24E EPS.

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