BASILIC
Basilic Fly Studio Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
BASILIC
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹199 today
BEAR
₹530
+166%
17.3% a year · 23.4x exit
BASE
₹793
+298%
30% a year · 31.6x exit
BULL
₹1,002
+403%
40.8% a year · 36.9x exit
Where the market has priced it
17x10x today — outside the range41x
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 7 Movies/Entertainment peers
- at 10x its FY26 earnings the stock trades below the bottom of its own ten-year range (23x)
- the range is unusually wide — read it as the span of management's own claim, not as a forecast
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹19.32 (screener) |
|---|---|
| Guided growth | 30% a year, said on the call of 09-Jun-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 | 23.4x / 31.59x / 36.86x, this company’s own p20 / median / p80 across 7 filed years |
| Filed-industry peers | median 31.59x across 7 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 30%
FY27 guidance: Order book of INR 232 crores, bid pipeline of INR 456 crores (60-70% conversion rate), 30%+ revenue growth target, and PAT of INR 65-66 crores (up from INR 50.6 crores in FY26) with potential for INR 70+ crores due to AI/USD efficiency gains.
Call 09-Jun-2026 · bridge confidence medium · transcript PDF