Research Report

Large Cap
16 Feb 2012, 05:06 PM
Sterlite Industries (India) Ltd.
Goldman Sachs
BUY
LONG TERM
Price when Post
128.8
Target Price
150
Return
16.4596%
Goldman on Sterlite: Buy with a target of 150

The stock trades at 33% discount to mid-cycle valuations. Asarco decision removes overhang for Sterlite. Damages owed are significantly lower than what was being sought.
Forecast an EPS (earnings per share) CAGR (Compound Annual Growth Rate) of 16% over FY12E-14E.    

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