Jindal Stainless Limited

Steel/ 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

JSL

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹735 today

BEAR

₹451

-39%

7.1% a year · 10.9x exit

BASE

₹758

+3%

12.2% a year · 17.4x exit

BULL

₹908

+24%

16.6% a year · 20.1x exit

Where the market has priced it

3x19x today35x

the guided figure reached earnings through a low-confidence bridge

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹38.74 (screener)
Guided growth	12.2% a year, said on the call of 28-Jan-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	10.88x / 17.44x / 20.09x, this company’s own p20 / median / p80 across 10 filed years
Filed-industry peers	median 19.52x across 25 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

generic growth 10–15%

So I just wanted your thought process that do we have a plan to continue to grow at least 10-15% for the next three years or another 10% growth in the next year, and then we have to wait a couple of years of waiting time for the next… − Mr.

Call 28-Jan-2026 · bridge confidence low · transcript PDF

Coverage

SectorSteel

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

JINDAL STAINLESS: Launches nationwide brand campaign featuring Ranveer Singh to promote authenticity seal.

Capacity / capex23 Apr 13:29

JINDAL STAINLESS: Hisar unit achieves Platinum+ zero waste to landfill certification.

11 May 13:29

Prefer Buy-rated Hindalco, NALCO, TATA Steel, JSW Steel, Jindal Stainless and Hindustan Zinc

Mention only01 Jun 04:46

⭐ Jindal Stainless wins sustainability award, boosting green credentials. #JSL - 34 seconds ago

AI-curated filing alert · Not investment advice

Order win31 Jul 08:17