HDFC Securities

IFB Ind (Hold/Buy)

CMP: ₹337

Target: ₹394-433

IFB Industries originally known as Indian Fine Blanks started their operations in India during 1974 in collaboration with Hienrich Schmid AG of Switzerland. The product range includes Fine Blanked components, tools and related machine tools such as straighteners, decoilers, strip loaders and others. IFB Industries witnessed inline set of numbers as sales grew by 25.7 per cent (y-o-y) to ₹394.7 crore led by festive demand and healthy growth of its top-loading washing machine segment. The Engineering division business was affected by sluggish demand from customers impacted by Tamil Nadu floods.

During the quarter, EBITDA margin dipped by 260 bps (y-o-y) and stood at 4.1 per cent, impacted by higher material cost due to weakening of the Rupee and retrospective bonus provision as per payment of Bonus Act of ₹4.33 crore during the quarter.

While existing investors are advised to ‘hold’, fresh investors can ‘buy’ the stock at the CMP and add on dips to ₹286.

Published on March 15, 2016