ALKYLAMINE
Alkyl Amines Chemicals Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
ALKYLAMINE
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹1,786 today
BEAR
₹829
-54%
5.8% a year · 22.3x exit
BASE
₹1,646
-8%
10% a year · 42.5x exit
BULL
₹2,420
+36%
13.6% a year · 60.5x exit
Where the market has priced it
11x51x today67x
management named no year; shown one year out
- the guided figure reached earnings through a low-confidence bridge
- this company's own median multiple sits 88% above its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹35.19 (screener) |
|---|---|
| Guided growth | 10% a year, said on the call of 13-May-2026 · transcript |
| Read across as | operating: unlabelled growth figure, read as revenue — low 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 | 22.28x / 42.51x / 60.54x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 22.65x across 40 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 NSE earnings-call filings · extracted, not interpreted
generic growth 10%
We expect that the next year will be like a normal year, which is about 5% to 10% growth rate, but there is too much uncertainty in the future.
Call 13-May-2026 · bridge confidence low · transcript PDF