VINATIORGA
Vinati Organics Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
VINATIORGA
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹1,305 today
BEAR
₹1,514
+16%
12.9% a year · 28.5x exit
BASE
₹2,295
+76%
22.3% a year · 39.9x exit
BULL
₹3,053
+134%
30.3% a year · 49.8x exit
Where the market has priced it
25x28x today59x
- at 28x its FY26 earnings the stock trades below the bottom of its own ten-year range (28x)
- this company's own median multiple sits 76% above its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹47 (screener) |
|---|---|
| Guided growth | 22.3% a year, said on the call of 29-May-2026 · transcript |
| Read across as | operating: guided margin x own realised revenue CAGR — 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 | 28.5x / 39.87x / 49.79x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 22.65x across 40 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
volume growth 15%ebitda margin 26%margin 26%
Overall, we are targeting approximately 15% volume growth at the company level in FY 2027.
Call 29-May-2026 · bridge confidence medium · transcript PDF