IRISDOREME
Iris Clothings Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
IRISDOREME
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹53 today
BEAR
₹26
-52%
15.1% a year · 26.2x exit
BASE
₹39
-26%
26.1% a year · 36.4x exit
BULL
₹66
+24%
35.4% a year · 56.9x exit
Where the market has priced it
15x62x today71x
management named no year; shown one year out
- the guided figure reached earnings through a low-confidence bridge
- at 62x its FY26 earnings the stock already trades above the top of its own ten-year range (57x)
- this company's own median multiple sits 30% above its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹0.85 (screener) |
|---|---|
| Guided growth | 26.1% a year, said on the call of 30-Jul-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 | 26.25x / 36.41x / 56.94x, this company’s own p20 / median / p80 across 8 filed years |
| Filed-industry peers | median 27.93x across 16 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 30%
Harsh Vardhan Sarda: We expect to grow at a 30% to 35% growth rate definitely.
Call 30-Jul-2026 · bridge confidence low · transcript PDF