Beruflich Dokumente
Kultur Dokumente
01 SEP 2016
Parikshit D Kandpal
parikshitd.kandpal@hdfcsec.com
+91-22-6171-7317
Prabhat Anantharaman
prabhat.anantharaman@hdfcsec.com
+91-22-6171-7319
HDFC securities Institutional Research is also available on Bloomberg HSLB <GO> & Thomson Reuters
Key Beneficiaries
Company
HCC
Gammon India
NCC
Ashoka Buildcon
PNC Infra
Simplex Infra
Dilip Buildcon
IRB Infra
KNR Construction
Gammon Infra
Sadbhav Engineering
Sadbhav Infra
Total
Claims Under
Arbitration
(Rs mn)
64,000
40,000
14,000
2,500
1,500
11,010
200
4,500
10,000
4,000
8,000
159,710
Claims Awarded
In Favour
(Rs mn)
34,000
5,000
2,000
Expected Inflow
at 75%
(Rs mn)
22,500
3,750
1,500
170
3,220
150
44,540
128
2,415
113
30,405
Expected
Expected
inflow/Standalone Inflow/Current Mkt
FY16 - Debt / (x)
Cap (x)
0.46
1.05
0.07
0.59
0.08
0.03
2.13
0.00
0.08
0.16
Page | 2
HDFC securities
Institutional Equities
Unit No. 1602, 16th Floor, Tower A, Peninsula Business Park,
Senapati Bapat Marg, Lower Parel, Mumbai - 400 013
Board : +91-22-6171 7330 www.hdfcsec.com
Page | 3