MAYURUNIQ
Mayur Uniquoters Ltd
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
MAYURUNIQ
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹751 today
BEAR
₹564
-25%
5% a year · 12.2x exit
BASE
₹822
+10%
8.6% a year · 17.1x exit
BULL
₹877
+17%
11.7% a year · 17.8x exit
Where the market has priced it
9x17x today22x
- the guided figure reached earnings through a low-confidence bridge
- this company's own median multiple sits 32% above its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹44.13 (screener) |
|---|---|
| Guided growth | 8.6% a year, said on the call of 23-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 | 12.18x / 17.15x / 17.78x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 13x across 17 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%
Arun Bagaria: So, we have said in the last phone call also, our expectation from domestic growth is between 8%-10%.
Call 23-May-2026 · bridge confidence low · transcript PDF