ICICI Direct has given Buy recommendation for Apollo Tyres recommended buy rating on the stock with a target price of Rs 275 in its research with a target price of Rs. 275 in its research report issued on Jun 29, 2021

ICICI Direct’s research report on Apollo Tyres

In its virtual investor event, Apollo Tyres (ATL) outlined Vision 2026 targets for key performance parameters. It includes (1) revenues of US$5 billion, (2) EBITDA margins in excess of 15%, (3) pre-tax RoCE of 12-15% & (4) <2x net debt to EBITDA. It reiterated its intent of sweating of assets in the near term, de-leveraging b/s, augmenting capital efficiency and calibrated capex spend.

Outlook

We retain our BUY rating on the stock with a revised target price of Rs 275 valuing it at 6x FY23 EV/EBITDA (earlier TP: Rs 260).