Thursday, 27 October 2016

Re: {LONGTERMINVESTORS} Research Reports extracts & summaries - Thread

 Management meet

 

IL&FS Transportation Networks Ltd: Deleveraging holds the key; set up of InVIT crucial

CMP (Rs) 111

 

Going forward, we expect ITNL top line growth to pick up on the back of the execution of a robust order book, fruition of under-construction projects besides a strong order pipeline. We expect the consolidated top line to grow at ~10% during the coming years. ITNL, which outsources its entire EPC work to third parties, is expected to generate consolidated margins of ~30% during next few years. The InVIT setup would be crucial for ITNL for deleveraging and maintaining its order intake ability.

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