SEAMECLTD
Seamec Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
SEAMECLTD
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹1,462 today
BEAR
₹1,438
-2%
8.7% a year · 13.4x exit
BASE
₹2,667
+82%
15% a year · 23.4x exit
BULL
₹5,027
+244%
20.4% a year · 42.2x exit
Where the market has priced it
5x15x today496x
- 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 ₹98.88 (screener) |
|---|---|
| Guided growth | 15% a year, said on the call of 26-May-2026 · transcript |
| Read across as | operating: revenue growth, 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 | 13.38x / 23.45x / 42.23x, this company’s own p20 / median / p80 across 9 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
revenue growth 15%generic growth 15%margin 40%
Sunil Gupta: See, while we gave a guidance that we should be doing about 15% growth in revenue, the margin should be in the range of 40% to 42%.
Call 26-May-2026 · bridge confidence medium · transcript PDF