UNIPARTS
Uniparts India Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
UNIPARTS
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹728 today
BEAR
₹534
-27%
23.1% a year · 12.4x exit
BASE
₹733
+1%
39.9% a year · 14.9x exit
BULL
₹1,000
+37%
54.2% a year · 18.5x exit
Where the market has priced it
12x21x today — outside the range19x
- multiple band rests on only 4 filed years
- at 21x its FY26 earnings the stock already trades above the top of its own ten-year range (18x)
- this company's own median multiple sits 41% below its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹35.07 (screener) |
|---|---|
| Guided growth | 39.9% a year, said on the call of 01-Jun-2026 · transcript |
| Read across as | operating: revenue growth x margin change — high 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 | 12.38x / 14.94x / 18.49x, this company’s own p20 / median / p80 across 4 filed years |
| Filed-industry peers | median 25.12x 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 a third-party research digest · not our own extraction
implied earnings growth 40%
Full year FY27 growth expected in line with FY26's 21% revenue growth, with EBITDA margin above 20% as volumes recover
Call 01-Jun-2026 · bridge confidence high · transcript PDF