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PRICOLLTD: New Display Partnership And Steady Margins Will Guide Outlook

Mandatory ABS Regulation And Digitalization Will Expand Global Two-Wheeler Markets

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PRICOLLTD
AnalystConsensusTarget
Not Invested
Published 04 Feb 2025

Update shared on 06 Dec 2025

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1Y
18.4%
7D
8.8%

Analysts have trimmed their price target for Pricol slightly to ₹650.00 from ₹650, reflecting marginally lower discount rate and future P/E assumptions while keeping growth and margin expectations broadly unchanged.

What's in the News

  • Board meeting scheduled on November 6, 2025 to consider unaudited financial results for the quarter and half year ended September 30, 2025 (Key Developments)
  • Signed a Memorandum of Understanding with BOE Varitronix Limited to establish an exclusive collaboration for localization of optical bonding of LCD/TFT displays in India across 2 wheelers, three wheelers, commercial vehicles, and off road vehicles (Key Developments)
  • Initial phase of the BOE Varitronix partnership will focus on optical bonding using OCA, with scope to expand into additional backend assembly activities to deepen localization (Key Developments)
  • MoU with BOE Varitronix is not a related party transaction and does not involve promoter or group company interests, reinforcing governance transparency around the strategic collaboration (Key Developments)
  • Collaboration with BOE Varitronix aims to enhance competitive advantage, reduce costs, and drive innovation in TFT optical bonding for instrument clusters in India (Key Developments)

Valuation Changes

  • Fair Value: maintained at ₹650.00 per share, indicating no change in the analysts fair value estimate.
  • Discount Rate: edged down slightly from 14.76 percent to 14.67 percent, implying a marginally lower required rate of return.
  • Revenue Growth: effectively unchanged at around 18.29 percent, reflecting stable medium term growth expectations.
  • Net Profit Margin: broadly steady at roughly 7.11 percent, with no material revision to margin assumptions.
  • Future P/E: reduced slightly from 30.54x to 30.47x, indicating a marginally lower valuation multiple applied to future earnings.

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Disclaimer

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