MOL
Meghmani Organics Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
MOL
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹54 today
BEAR
₹15
-72%
5.8% a year · 12.7x exit
BASE
₹28
-48%
10% a year · 22.7x exit
BULL
₹55
+3%
13.6% a year · 43.2x exit
Where the market has priced it
7x48x today96x
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 41 Chemicals: Specialty peers
- at 48x its FY26 earnings the stock already trades above the top of its own ten-year range (43x)
- the range is unusually wide — read it as the span of management's own claim, not as a forecast
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹1.13 (screener) |
|---|---|
| Guided growth | 10% a year, said on the call of 19-May-2026 · transcript |
| Read across as | operating: revenue growth, margin held flat — medium 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 | 12.69x / 22.72x / 43.19x, this company’s own p20 / median / p80 across 41 filed years |
| Filed-industry peers | median 22.72x across 41 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 a third-party research digest · not our own extraction
implied earnings growth 10%
In May 2026, management upgraded guidance, stating Crop Protection would see double-digit revenue growth and improved EBITDA margins in FY27. Pigments profitability is expected to exceed FY26 levels. TiO2 operations remain suspended but anticipate anti-dumping duty reinstatement within 1-2 months.
Call 19-May-2026 · bridge confidence medium · transcript PDF