MAHLIFE
Mahindra Lifespace Developers Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
MAHLIFE
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹393 today
BEAR
₹321
-18%
0.5% a year · 22.9x exit
BASE
₹775
+97%
0.9% a year · 54.9x exit
BULL
₹1,490
+280%
1.3% a year · 105.4x exit
Where the market has priced it
20x28x today124x
management named no year; shown one year out
- the guided figure reached earnings through a low-confidence bridge
- the last 3 years priced this company 76% above its ten-year median (97x vs 55x) — the exit multiple here is the ten-year one, so a sustained re-rating would not be captured
- the range is unusually wide — read it as the span of management's own claim, not as a forecast
- this company's own median multiple sits 86% above its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹14 (screener) |
|---|---|
| Guided growth | 0.9% a year, said on the call of 05-Feb-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 | 22.85x / 54.93x / 105.36x, this company’s own p20 / median / p80 across 8 filed years |
| Filed-industry peers | median 29.49x across 21 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 8%
Again, you know, 8% growth over prior year, that said, the OCs that we received in, in December, we got it towards the fag end, you know, we will expect to catch up on the residential collections in, in Q4 of this year.
Call 05-Feb-2026 · bridge confidence low · transcript PDF