SUNTECH
Suntech Infra Solutions Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
SUNTECH
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹33 today
BEAR
₹101
+207%
14.4% a year · 12.5x exit
BASE
₹142
+331%
25% a year · 16x exit
BULL
₹194
+487%
34% a year · 20.4x exit
Where the market has priced it
4x5x today43x
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 37 Engineering & Construction peers
- at 5x its FY26 earnings the stock trades below the bottom of its own ten-year range (12x)
- 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 ₹7.1 (screener) |
|---|---|
| Guided growth | 25% a year, said on the call of 23-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 | 12.46x / 16x / 20.36x, this company’s own p20 / median / p80 across 37 filed years |
| Filed-industry peers | median 16x across 37 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 25%revenue growth 25%ebitda margin 27%
So, you can work out, how much will that be and we're quite confident that with the robust order book of INR214 crores, 25% growth over the top line is very much visible.
Call 23-May-2026 · bridge confidence medium · transcript PDF