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$94.73 blackmores limited

BkL earning report day, page-136

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louii

80 Posts.

26/02/16

01:00

Post #: 17120663
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Originally posted by louii ↑

Well, I will keep this simple using relative valuation.

The current Asia vitamins market size is ~$25b, expected to grow at ~7% for the next 10 years which is ~$50b. Of which I can expect BKL to capture atleast ~7% market share which will be ~3.5b in revenues. Assuming that that they earn a long-term 25% EBIT margins will = NPAT of $613m. Applying the long-term P/E ratio of 20 that is in line with industry averages = $12.25b market value in 10 years. This is an annualised return of ~16%+ relative to current market value which I think is reasonable. Also note, this does not include western countries.

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BKL Price at posting: $157.07 Sentiment: Buy Disclosure: Held
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0 Great analysis

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