GRPLTD
GRP Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
GRPLTD
FY26 → FY30 · 4 years of guidance · ~3.7 years from today₹2,098 today
BEAR
₹211
-90%-47% a yr
5.8% a year · 27.9x exit
BASE
₹356
-83%-38% a yr
10% a year · 40.3x exit
BULL
₹1,496
-29%-9% a yr
13.6% a year · 148.7x exit
Where the market has priced it
25x347x today — outside the range313x
- FY27 one quarter filed — the pace is shown, not judged: guided +10.0%, filed +26.7% across 1 quarter(s)
- at 347x its FY26 earnings the stock already trades above the top of its own ten-year range (149x)
- 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 ₹6 (screener) |
|---|---|
| Guided growth | 10% a year, said on the call of 30-Jul-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 | 27.9x / 40.27x / 148.7x, this company’s own p20 / median / p80 across 9 filed years |
| Filed-industry peers | median 35.28x across 9 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)4 × 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%revenue growth 10%volume growth 12%
And over the next 3 years, we expect Reclaim Rubber to continue a sustained, midterm -- midteen volume growth on the back of new product introductions, translating into a healthy double-digit revenue growth and with EBITDA margins improving
Call 30-Jul-2026 · bridge confidence medium · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 10.0%
filed 26.7%
1 of 4 quarters