CIEINDIA
CIE Automotive India Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
CIEINDIA
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹409 today
BEAR
₹488
+20%
8.7% a year · 18.9x exit
BASE
₹677
+66%
15% a year · 24.7x exit
BULL
₹1,100
+169%
20.4% a year · 38.4x exit
Where the market has priced it
9x17x today118x
management named no year; shown one year out
- 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 17x its FY26 earnings the stock trades below the bottom of its own ten-year range (19x)
How these numbers are produced
| Earnings base | FY26 TTM EPS ₹23.81 (universe (TradingView, diluted TTM)) |
|---|---|
| Guided growth | 15% a year, said on the call of 27-Jul-2026 · transcript |
| Read across as | operating: unlabelled growth figure, read as revenue — 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
generic growth 15%
So even now when we say like over the next two quarters, we expect 14%, 15% growth, do we expect that, okay, on the upside, you might not have grown as much, but when the market is not as solid as it has been, that you would continue to mai
Call 27-Jul-2026 · bridge confidence medium · transcript PDF