STEELCAS
Steelcast Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
STEELCAS
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹310 today
BEAR
₹154
-50%
11.6% a year · 16.1x exit
BASE
₹243
-21%
20% a year · 23.6x exit
BULL
₹302
-3%
27.2% a year · 27.7x exit
Where the market has priced it
13x36x today — outside the range28x
- FY27 one quarter filed — the pace is shown, not judged: guided +20.0%, filed +16.8% across 1 quarter(s)
- at 36x its FY26 earnings the stock already trades above the top of its own ten-year range (28x)
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹8.58 (screener) |
|---|---|
| Guided growth | 20% a year, said on the call of 08-Jun-2026 · transcript |
| Read across as | operating: unlabelled growth figure, read as revenue — 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 | 16.08x / 23.65x / 27.67x, this company’s own p20 / median / p80 across 5 filed years |
| Filed-industry peers | median 18.59x across 25 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
generic growth 20%
In this context, we remain confident of sustaining our strong growth momentum, maintaining stable margins and delivering healthy long-term growth, with an estimated CAGR of around 20% over the next three years and particularly for FY27.
Call 08-Jun-2026 · bridge confidence medium · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 20.0%
filed 16.8%
1 of 4 quarters