RAINBOW
Rainbow Childrens Medicare Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
RAINBOW
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹1,525 today
BEAR
₹1,134
-26%
7.8% a year · 38.4x exit
BASE
₹1,565
+3%
13.5% a year · 50.3x exit
BULL
₹1,982
+30%
18.4% a year · 61.1x exit
Where the market has priced it
35x56x today63x
- the guided figure reached earnings through a low-confidence bridge
- multiple band rests on only 4 filed years
- FY27 one quarter filed — the pace is shown, not judged: guided +15.0%, filed +33.1% across 1 quarter(s)
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹27.4 (screener) |
|---|---|
| Guided growth | 13.5% a year, said on the call of 03-Feb-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 | 38.38x / 50.31x / 61.1x, this company’s own p20 / median / p80 across 4 filed years |
| Filed-industry peers | median 57.12x across 10 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 15%
Now let's say, if one had to evaluate the business over a medium to a long-term perspective, would you say that maybe the growth potential for our business is mid-teens kind of a number over the next 5-year period versus our earlier guidanc
Call 03-Feb-2026 · bridge confidence low · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 15.0%
filed 33.1%
1 of 4 quarters