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Thesis: Butterfly Gandhimathi Appliances: the story is balanced — Aluminum and stainless steel spot prices (60-70% of raw material basket) - 100 bps change in input costs impacts gross…
value - Stock trades at 1.2x P/S and 13.3x EV/EBITDA, below historical 15-18x range…
Moderate sensitivity through two channels: (1) Consumer financing - 15-20% of mixer grinder sales (₹5…
Watch on earnings: London Metal Exchange (LME) aluminum prices - direct 2-3 month leading indicator for gross margins, India rural wage growth and agricultural commodity prices (wheat, rice MSP) - drives 40% of demand base, Stainless steel 304 grade spot prices in India - impacts mixer grinder and cookware COGS.
One Sentence Summary:
Butterfly Gandhimathi Appliances: the story is balanced — aluminum and stainless steel spot prices (60-70% of raw material basket) - 100 bps change in input costs impacts gross margins by 40-50 bps.
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