AWL Agri Business Limited

Agricultural Commodities/Milling/ NSE

Compiled

Auto-generated from filings and public channels — no analyst dossier.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

AWL

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹189 today

BEAR

₹202

+6%

4.3% a year · 24.1x exit

BASE

₹551

+191%

7.4% a year · 63.8x exit

BULL

₹1,581

+734%

10% a year · 178.7x exit

Where the market has priced it

23x24x today298x

FY27 one quarter filed — the pace is shown, not judged: guided +10.0%, filed +17.5% across 1 quarter(s)
the last 3 years priced this company 56% below its ten-year median (28x vs 64x) — the exit multiple here is the ten-year one, so a sustained re-rating would not be captured
at 24x its FY26 earnings the stock trades below the bottom of its own ten-year range (24x)
the range is unusually wide — read it as the span of management's own claim, not as a forecast
this company's own median multiple sits 205% above its filed-industry peers; the scenario uses its own

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹8 (screener)
Guided growth	7.4% a year, said on the call of 05-May-2026 · transcript
Read across as	operating: volume growth, realisation+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	24.07x / 63.83x / 178.69x, this company’s own p20 / median / p80 across 5 filed years
Filed-industry peers	median 20.92x across 21 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.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

What management said

from NSE earnings-call filings · extracted, not interpreted

margin 55%volume growth 10%generic growth 10%

We continue to maintain the material margin at level of 55% and 54% for the quarter and full year, respectively.

Call 05-May-2026 · bridge confidence medium · transcript PDF

Pace against its own guidance

FY27 one quarter filed — the pace is shown, not judged

guided 10.0% filed 17.5% 1 of 4 quarters

Coverage

SectorAgricultural Commodities/Milling

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

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Regulatory30 Apr 03:04

AWL AGRI BUSINESS: RELAUNCHES ALIFE BATHING SOAP PORTFOLIO WITH 4 NEW VARIANTS 🧼✨

Mention only17 Jul 07:47

Institutional Buyers

AWL Agri Business: AustralianSuper sold shares while ICICI Prudential Mutual Fund bought shares worth ₹234.13 Cr.

Capital action02 Jul 15:43

Good-Bajaj Finance, JBM Auto, GNG Electronics, Satin Credit, Niva Bupa, Torrent Pharma, AWL Agri Business, Pricol, Honda India Power, Filatex India, Aluvius Life, Mazagaon Dock

Mention only31 Jul 03:15