MPS Limited

Publishing: Books/Magazines/ 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

MPSLTD

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹2,696 today

BEAR

₹1,539

-43%

20.9% a year · 12.6x exit

BASE

₹2,291

-15%

36.1% a year · 16.6x exit

BULL

₹3,697

+37%

49.1% a year · 24.5x exit

Where the market has priced it

7x27x today33x

FY27 one quarter filed — the pace is shown, not judged: guided +15.0%, filed +20.4% across 1 quarter(s)
the last 3 years priced this company 34% above its ten-year median (22x vs 17x) — the exit multiple here is the ten-year one, so a sustained re-rating would not be captured
at 27x its FY26 earnings the stock already trades above the top of its own ten-year range (24x)

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹101.26 (screener)
Guided growth	36.1% a year, said on the call of 29-Jul-2026 · transcript
Read across as	operating: guided margin x own realised revenue CAGR — 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	12.57x / 16.62x / 24.49x, this company’s own p20 / median / p80 across 10 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.

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

ebitda margin 34%generic growth 15%

This is how a 34% EBITDA margin quarter gets built, and they are the reason the conviction behind our FY’27 guidance is as high as it is.

Call 29-Jul-2026 · bridge confidence medium · transcript PDF

Pace against its own guidance

FY27 one quarter filed — the pace is shown, not judged

guided 15.0% filed 20.4% 1 of 4 quarters