ADVAIT
Advait Energy Transitions Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
ADVAIT
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹2,311 today
BEAR
₹1,062
-54%
23.1% a year · 18.2x exit
BASE
₹1,738
-25%
40% a year · 26.3x exit
BULL
₹2,768
+20%
54.4% a year · 38x exit
Where the market has priced it
14x49x today94x
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 22 Electrical Products peers
- at 49x its FY26 earnings the stock already trades above the top of its own ten-year range (38x)
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹47.26 (screener) |
|---|---|
| Guided growth | 40% a year, said on the call of 19-Feb-2026 · transcript |
| Read across as | operating: revenue growth, margin held flat — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 18.25x / 26.27x / 38x, this company’s own p20 / median / p80 across 22 filed years |
| Filed-industry peers | median 26.27x across 22 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from a third-party research digest · not our own extraction
implied earnings growth 40%
Confident of delivering sustained revenue growth of 40%+, with a 300 MW electrolyzer capacity target by FY27 and a 1% margin improvement in FY27.
Call 19-Feb-2026 · bridge confidence medium · transcript PDF