WCIL
Western Carriers (India) Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
WCIL
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹90 today
BEAR
₹30
-67%
0.9% a year · 7.8x exit
BASE
₹75
-17%
1.5% a year · 19.3x exit
BULL
₹173
+92%
2.1% a year · 44.5x exit
Where the market has priced it
4x24x today172x
- the guided figure reached earnings through a low-confidence bridge
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 7 Air Freight/Couriers peers
- 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 ₹3.81 (screener) |
|---|---|
| Guided growth | 1.5% a year, said on the call of 22-May-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 | 7.8x / 19.28x / 44.47x, this company’s own p20 / median / p80 across 7 filed years |
| Filed-industry peers | median 19.28x across 7 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 1.5%
Advanced economies are projected to grow between 1.5% to 2% range and emerging markets has also seen a reduction projection to 3.9% from 4.2% till the January projection.
Call 22-May-2026 · bridge confidence low · transcript PDF