SUPRIYA
Supriya Lifescience Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
SUPRIYA
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹867 today
BEAR
₹590
-32%
11.6% a year · 20.4x exit
BASE
₹745
-14%
20% a year · 23.9x exit
BULL
₹959
+11%
27.2% a year · 29x exit
Where the market has priced it
17x33x today — outside the range31x
- the guided figure reached earnings through a low-confidence bridge
- at 33x its FY26 earnings the stock already trades above the top of its own ten-year range (29x)
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹26 (screener) |
|---|---|
| Guided growth | 20% a year, said on the call of 02-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 | 20.35x / 23.89x / 29x, this company’s own p20 / median / p80 across 5 filed years |
| Filed-industry peers | median 30.27x across 38 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
margin 35.5%generic growth 20%
Financial year '26 revenue grew to 18.9% year-on-year to INR828 crores, in line with our guided growth of ~20%, while EBITDA stood at INR294 crores with a robust margin of 35.5%.
Call 02-Jun-2026 · bridge confidence low · transcript PDF