RAJRATAN
Rajratan Global Wire Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
RAJRATAN
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹495 today
BEAR
₹347
-30%
10.4% a year · 22.7x exit
BASE
₹424
-14%
18% a year · 26x exit
BULL
₹676
+37%
24.5% a year · 39.4x exit
Where the market has priced it
15x36x today43x
- FY27 one quarter filed — the pace is shown, not judged: guided +30.0%, filed +28.7% across 1 quarter(s)
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹13.81 (screener) |
|---|---|
| Guided growth | 18% a year, said on the call of 29-Apr-2026 · transcript |
| Read across as | operating: volume growth, realisation+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 | 22.73x / 26x / 39.35x, this company’s own p20 / median / p80 across 6 filed years |
| Filed-industry peers | median 24.14x across 15 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
volume growth 18%generic growth 30%
I am asking for FY27 guidance, the guidance which we are giving 17%, 18% volume growth for FY27.
Call 29-Apr-2026 · bridge confidence medium · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 30.0%
filed 28.7%
1 of 4 quarters