GMMPFAUDLR
GMM Pfaudler Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
GMMPFAUDLR
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹864 today
BEAR
₹473
-45%
5.4% a year · 34.9x exit
BASE
₹858
-1%
9.4% a year · 61x exit
BULL
₹1,246
+44%
12.7% a year · 86x exit
Where the market has priced it
24x67x today88x
management named no year; shown one year out
- the guided figure reached earnings through a low-confidence bridge
- this company's own median multiple sits 118% above its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹12.86 (screener) |
|---|---|
| Guided growth | 9.4% a year, said on the call of 28-May-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 | 34.92x / 61x / 86x, this company’s own p20 / median / p80 across 9 filed years |
| Filed-industry peers | median 28x across 30 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 10%ebitda margin 15%margin 15%
But I wanted to understand that what would be the drivers within the non-glass lining technologies, whether it will be industrial mixing or whether it will be some add-on services business or where we will see some supernatural growth, whic
Call 28-May-2026 · bridge confidence low · transcript PDF