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Centrum - Great Report on Logistic Players and Indian Logistics

Centrum - Great Report on Logistic Players and Indian Logistics

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Published by kartik_rajendran

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Published by: kartik_rajendran on Feb 17, 2010
Copyright:Attribution Non-commercial


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Please refer to important disclosures/disclaimers inside.
December 2008
Siddhartha Khemka
siddhartha.khemka@centrum.co.in+91 22 6724 9857
Mahantesh Sabarad
mahantesh.sabarad@centrum.co.in91 22 6724 9855
India - Logistics
Aegis LogisticsAllcargo Global LogisticsTransport Corporation of India
 This document does not constitute an offer or invitation to subscribe for or purchase or deal in any securities and neither this documentnor anything contained herein shall form the basis of any contract or commitment whatsoever. This document is strictly confidential andis being furnished to you solely for your information, may not be distributed to the press or other media and may not be reproduced orredistributed to any other person. In particular, neither this document nor any copy thereof may be taken or transmitted into the unitedstates, canada or japan or distributed, directly or indirectly, in the united states, canada or japan or to any U.S. person. The distribution of this report in other jurisdictions may be restricted by law and persons into whose possession this report comes shouldinform themselves about, and observe any such restrictions. By accepting this report, you agree to be bound by the fore going limitations.No representation is made that this report is accurate or complete. The opinions and projections expressed herein are entirely those of the author and are given as part of the normal research activity of centrum broking and are given as of this date and are subject to change without notice. Any opinion estimate or projection hereinconstitutes a view as of the date of this report and there can be no assurance that future results or events will be consistent with any suchopinions, estimate or projection. This document has not been prepared by or in conjunction with or on behalf of or at the instigation of, or by arrangement with thecompany or any of its directors or any other person. Information in this document must not be relied upon as having been authorised orapproved by the company or its directors or any other person. Any opinions and projections contained herein are entirely those of theauthors. None of the company or its directors or any other person accepts any liability whatsoever for any loss arising from any use of thisdocument or its contents or otherwise arising in connection therewith.Please read the detailed disclaimer on the back page of this report.Logistics Sector
Table of contents
CompaniesAllcargo Global LogisticsTransport Corporation of IndiaAegis LogisticsSector OverviewInvestment Rationale
Containerised cargo volumes to remain buoyantFocus on CFS / ICD business to improve profitabilityEquipment hiring division to enhance service portfolio
Investment RisksFinancial AnalysisValuation : Attractive at current levelsFinancial StatementsInvestment Rationale
Increasing trend towards outsourcing logistics activities TCI well-placed to capitalise on emerging opportunitiesFocus on high margin business to improve profitabilitySpecial initiatives to make the book lean and improving RoI
Investment RisksFinancial AnalysisValuation: Attractively valued at three-year lowFinancial StatementsInvestment Rationale
Higher capacity in liquid to help ride oil consumption boomRetailing of auto-gas - a future growth driver
Investment RisksFinancial AnalysisValuation: Robust growth visibility, attractive valuationsFinancial Statements

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