PRIVISCL
Privi Speciality Chemicals Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
PRIVISCL
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹3,617 today
BEAR
₹2,599
-28%
11.6% a year · 27.8x exit
BASE
₹3,716
+3%
20% a year · 37x exit
BULL
₹8,119
+124%
27.2% a year · 76.2x exit
Where the market has priced it
9x43x today185x
- FY27 one quarter filed — the pace is shown, not judged: guided +20.0%, filed +19.1% across 1 quarter(s)
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹83.77 (screener) |
|---|---|
| Guided growth | 20% a year, said on the call of 15-May-2026 · transcript |
| Read across as | operating: unlabelled growth figure, read as revenue — 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 | 27.81x / 37x / 76.21x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 36.88x across 5 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 20%margin 24%
Rohit Sinha: First question, sir, on the guidance side, as we are looking at a 20% growth and 24% margin.
Call 15-May-2026 · bridge confidence medium · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 20.0%
filed 19.1%
1 of 4 quarters