JAGSNPHARM
Jagsonpal Pharmaceuticals Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
JAGSNPHARM
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹231 today
BEAR
₹79
-66%
5.4% a year · 11.7x exit
BASE
₹200
-13%
9.3% a year · 28.4x exit
BULL
₹237
+3%
12.7% a year · 32.7x exit
Where the market has priced it
6x36x today48x
- the guided figure reached earnings through a low-confidence bridge
- FY27 one quarter filed — the pace is shown, not judged: guided +10.0%, filed +7.9% across 1 quarter(s)
- at 36x its FY26 earnings the stock already trades above the top of its own ten-year range (33x)
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹6.43 (screener) |
|---|---|
| Guided growth | 9.3% a year, said on the call of 04-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 | 11.67x / 28.43x / 32.68x, this company’s own p20 / median / p80 across 9 filed years |
| 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%
Amrut Medhekar: If you remember Deepesh, I'm not sure you were there in the last concall, but we had given you this guidance that we will be delivering a double-digit growth.
Call 04-May-2026 · bridge confidence low · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 10.0%
filed 7.9%
1 of 4 quarters