Godrej Agrovet Limited

Agricultural Commodities/Milling/ NSE

Compiled

Auto-generated from filings and public channels — no analyst dossier.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

GODREJAGRO

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹557 today

BEAR

₹606

+9%

8.7% a year · 22.7x exit

BASE

₹750

+35%

15% a year · 26.6x exit

BULL

₹966

+74%

20.4% a year · 32.6x exit

Where the market has priced it

22x23x today53x

at 23x its FY26 earnings the stock trades below the bottom of its own ten-year range (23x)

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹24.58 (screener)
Guided growth	15% a year, said on the call of 08-May-2026 · transcript
Read across as	operating: PAT growth guided directly — high 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	22.68x / 26.55x / 32.65x, this company’s own p20 / median / p80 across 9 filed years
Filed-industry peers	median 20.92x across 21 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.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

What management said

from NSE earnings-call filings · extracted, not interpreted

pat growth 15%generic growth 15%

Along with the way our PBT has improved this year, we'd like to again target a let's say a mid-strong double-digit, mid-teens kind of a PBT growth also for the next year.

Call 08-May-2026 · bridge confidence high · transcript PDF

Coverage

SectorAgricultural Commodities/Milling

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

GODREJ AGROVET: INAUGURATES INDIA'S FIRST INTEGRATED OIL PALM COMPLEX IN TELANGANA 🌴🏭

Mention only20 Jul 07:18

🤝 AWL Agri Business is the lead sponsor, alongside partners including Bunge India, Louis Dreyfus India, Godrej Agrovet, VVF India, JR Agro Industries and Arihant Solvex

Mention only09 Jul 13:04

romandel International, Paradeep Phosphates, Chambal Fertilisers, RCF, NFL, FACT, PI Industries, UPL, Dhanuka Agritech, Kaveri Seed, Godrej Agrovet and other agri-input companies.

Mention only31 Jul 11:23