NAVNETEDUL
Navneet Education Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
NAVNETEDUL
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹134 today
BEAR
₹122
-9%
6.2% a year · 7.2x exit
BASE
₹192
+43%
10.8% a year · 10.9x exit
BULL
₹479
+257%
14.7% a year · 26.2x exit
Where the market has priced it
4x8x today34x
- the guided figure reached earnings through a low-confidence bridge
- FY27 one quarter filed — the pace is shown, not judged: guided +10.0%, filed -0.8% across 1 quarter(s)
- 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 ₹15.91 (screener) |
|---|---|
| Guided growth | 10.8% a year, said on the call of 26-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 | 7.23x / 10.87x / 26.25x, 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.
What management said
from NSE earnings-call filings · extracted, not interpreted
margin 9%generic growth 10%
So we should be making around 9% margin in the current year post these expenses.
Call 26-May-2026 · bridge confidence low · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 10.0%
filed -0.8%
1 of 4 quarters