GRINFRA
G R Infraprojects Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
GRINFRA
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹884 today
BEAR
₹804
-9%
8.7% a year · 7.9x exit
BASE
₹1,051
+19%
15% a year · 9.8x exit
BULL
₹1,319
+49%
20.4% a year · 11.7x exit
Where the market has priced it
7x10x today18x
- this company's own median multiple sits 39% below its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹93.31 (screener) |
|---|---|
| Guided growth | 15% a year, said on the call of 16-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 | 7.93x / 9.79x / 11.74x, this company’s own p20 / median / p80 across 5 filed years |
| Filed-industry peers | median 16.16x across 36 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 a third-party research digest · not our own extraction
implied earnings growth 15%
For FY27, targeting INR20,000-22,000 crores order inflow (INR12,000-14,000 crores from roads, INr2,000-3,000 crores from oil & gas, INR5,000 crores from power transmission, INR2,000-3,000 crores from tunnels/hydro). Revenue growth guidance of 15%.
Call 16-May-2026 · bridge confidence medium · transcript PDF