BELRISE
Belrise Industries Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
BELRISE
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹237 today
BEAR
₹111
-53%
9.3% a year · 18.9x exit
BASE
₹154
-35%
16% a year · 24.7x exit
BULL
₹251
+6%
21.8% a year · 38.4x exit
Where the market has priced it
9x44x today118x
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 39 Auto Parts: OEM peers
- at 44x 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 ₹5.38 (screener) |
|---|---|
| Guided growth | 16% a year, said on the call of 01-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 | 18.87x / 24.73x / 38.36x, this company’s own p20 / median / p80 across 39 filed years |
| Filed-industry peers | median 24.73x across 39 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
revenue growth 15%generic growth 15%
Looking ahead, • We expect to continue delivering mid-teens revenue growth, consistent with our track record and momentum in our order book.
Call 01-Jun-2026 · bridge confidence medium · transcript PDF