Nagarjuna Construction Company ; Target Price Rs. 82.

Expect subdued performance from NCC (Nagarjuna Construction) for this
December quarter.

On the top-line front, NCC is expected to post modest yoy growth of 5.0%
to Rs. 1,261 cr. EBITDA margin is expected to be flat at 10.3% for the quarter.

However, the blow is expected on the earnings front, as we expect the company to
post a decline of 35.1% on a yoy basis to Rs. 29.8 cr ( Rs.46.0 cr) for the quarter. This
would be primarily on account of burgeoning interest cost (yoy jump of 79.4%),
led by elongated working capital cycle.

We maintain our Buy rating on the stock
with a target price of  Rs. 82.

Research By Angel Broking
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