BECTORFOOD
Mrs. Bectors Food Specialities Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
BECTORFOOD
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹206 today
BEAR
₹173
-16%
8.7% a year · 34.7x exit
BASE
₹218
+6%
15% a year · 41.2x exit
BULL
₹305
+48%
20.4% a year · 55.1x exit
Where the market has priced it
28x45x today64x
- the guided figure reached earnings through a low-confidence bridge
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹4.59 (screener) |
|---|---|
| Guided growth | 15% a year, said on the call of 02-Jun-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 | 34.74x / 41.25x / 55.14x, this company’s own p20 / median / p80 across 6 filed years |
| Filed-industry peers | median 46.71x across 11 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 15%
FY27 guidance: Biscuits growth low to mid-teens, Bakery mid-teens, Exports mid-teens. EBITDA margin improvement to 14% in H1 FY27 with inflation mitigation measures.
Call 02-Jun-2026 · bridge confidence low · transcript PDF