Greaves Cotton Limited (GCL)
NSE: GREAVESCOT | BSE: 501455
Executive Summary
Greaves Cotton Limited emerges as a transformative engineering and mobility solutions company, strategically pivoting from traditional diesel engines to a diversified, future-focused portfolio. With a robust presence in electric mobility, retail services, and engineering solutions, GCL represents a compelling long-term investment opportunity amid India’s evolving industrial and automotive landscapes.
Market Cap
₹4,846 Cr
Book Value
₹58.4 per share
Return on Equity
1.62%
Debt Level
₹84.0 Cr
Segment Performance (Q2 FY25)
Consolidated Financials
Total Revenue: ₹705 Cr
EBITDA Margin: 14.4%
Net Profit: ₹-34.9 Cr
Electric Mobility
Revenue: ₹175 Cr
Growth: 30% YoY
Three-wheeler EV Growth: 30%
E-two-wheeler Growth: 29%
Strategic Growth Roadmap
Key Objectives
- Revenue Target: ₹10,000 Cr by FY30
- Growth Strategy: 15% CAGR over six years
- Expand EV product range
- Develop fuel-agnostic solutions
- Enhance retail and aftermarket services
Risk Assessment
Key Challenges
- Profitability Concerns
- Recent quarterly losses
- Margin compression
- Ongoing transformation costs
- Competitive Landscape
- Intense EV market competition
- Rapid technological changes
- Macroeconomic Uncertainties
- Global economic volatility
- Potential regulatory shifts
Investment Recommendation
Rating: Hold with Positive Outlook
Target Price: ₹300/share
Investment Horizon: 3-5 years
Ideal Investor Profile
- Patient capital seekers
- Believers in sustainable mobility
- Investors comfortable with transformation stories
Disclaimer: This report is for informational purposes only and should not be considered financial advice. Always conduct personal research and consult financial professionals before making investment decisions.
Leave a Reply
You must be logged in to post a comment.