DDEVPLSTIK
Ddev Plastiks Industries Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
DDEVPLSTIK
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹268 today
BEAR
₹743
+177%
7.5% a year · 35.4x exit
BASE
₹814
+203%
13% a year · 36.9x exit
BULL
₹903
+237%
17.7% a year · 39.4x exit
Where the market has priced it
31x14x today — outside the range73x
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 6 Chemicals: Major Diversified peers
- at 14x its FY26 earnings the stock trades below the bottom of its own ten-year range (35x)
- 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 ₹19.5 (screener) |
|---|---|
| Guided growth | 13% a year, said on the call of 28-May-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 | 35.42x / 36.92x / 39.37x, this company’s own p20 / median / p80 across 6 filed years |
| Filed-industry peers | median 36.92x across 6 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%revenue growth 13%volume growth 15%
Firstly, in the opening remarks, you spoke about 13% revenue growth and 15% volume growth for FY27.
Call 28-May-2026 · bridge confidence medium · transcript PDF