SAKAR
Sakar Healthcare Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
SAKAR
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹885 today
BEAR
₹269
-70%
23.1% a year · 15.9x exit
BASE
₹567
-36%
40% a year · 29.6x exit
BULL
₹932
+5%
54.4% a year · 44.1x exit
Where the market has priced it
8x65x today70x
- the guided figure reached earnings through a low-confidence bridge
- the last 3 years priced this company 27% above its ten-year median (38x vs 30x) — the exit multiple here is the ten-year one, so a sustained re-rating would not be captured
- at 65x its FY26 earnings the stock already trades above the top of its own ten-year range (44x)
- 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 ₹13.7 (screener) |
|---|---|
| Guided growth | 40% a year, said on the call of 22-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 | 15.92x / 29.55x / 44.08x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 29.14x across 38 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 a third-party research digest · not our own extraction
implied earnings growth 40%
Expecting 40% year-on-year growth in FY27, with oncology contributing 60-65% of revenue (38% in FY26) and exports becoming the dominant revenue source. Long-term goal of INR800-1,000 crores revenue at optimal utilization.
Call 22-May-2026 · bridge confidence low · transcript PDF