SOUTHWEST
South West Pinnacle Exploration Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
SOUTHWEST
FY26 → FY29 · 3 years of guidance · ~2.7 years from today₹238 today
BEAR
₹238
-0%-0% a yr
16.4% a year · 13.6x exit
BASE
₹457
+92%+28% a yr
28.3% a year · 19.5x exit
BULL
₹1,072
+350%+76% a yr
38.5% a year · 36.5x exit
Where the market has priced it
7x22x today50x
- the guided figure reached earnings through a low-confidence bridge
- FY27 one quarter filed — the pace is shown, not judged: guided +30.0%, filed +53.4% across 1 quarter(s)
- 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 ₹11.07 (screener) |
|---|---|
| Guided growth | 28.3% a year, said on the call of 24-Jul-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 | 13.64x / 19.53x / 36.48x, this company’s own p20 / median / p80 across 9 filed years |
| Arithmetic | base EPS × (1 + guided growth × delivery)3 × 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 30%
By 2030, we are expecting a further growth of 30% to 40% coming from only coal.
Call 24-Jul-2026 · bridge confidence low · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 30.0%
filed 53.4%
1 of 4 quarters