STANLEY
Stanley Lifestyles Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
STANLEY
FY26 → FY29 · 3 years of guidance · ~2.7 years from today₹157 today
BEAR
₹89
-43%-19% a yr
5.8% a year · 35.6x exit
BASE
₹106
-32%-14% a yr
10% a year · 37.6x exit
BULL
₹139
-12%-4% a yr
13.6% a year · 44.7x exit
Where the market has priced it
28x74x today — outside the range67x
- the guided figure reached earnings through a low-confidence bridge
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 5 Home Furnishings peers
- at 74x its FY26 earnings the stock already trades above the top of its own ten-year range (45x)
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹2.12 (screener) |
|---|---|
| Guided growth | 10% a year, said on the call of 01-Jun-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 | 35.64x / 37.58x / 44.74x, this company’s own p20 / median / p80 across 5 filed years |
| Filed-industry peers | median 37.58x across 5 peers — the cross-check, not the input |
| 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 10%
While we are quite aspirational to deliver definitely double-digit growth, I hope that in terms of how the global situation is, we are reserving ourselves and I would say we will be very conservative and we want to be continuing to be profi
Call 01-Jun-2026 · bridge confidence low · transcript PDF