Update shared on 10 Dec 2025
Fair value Increased 2.92%Analysts have raised their price target for ZF Commercial Vehicle Control Systems India from ₹15,734 to ₹16,194, citing slightly faster expected revenue growth and a higher prospective earnings multiple, partly offset by a modest reduction in projected profit margins.
What's in the News
- Secured a major business nomination from a leading Indian e-mobility commercial vehicle OEM to develop and calibrate an ADAS suite aligned with upcoming Indian safety regulation GSR 184e, certified by ARAI for full compliance (Key Developments)
- New scalable ADAS solution supports SAE Level 2 automation with a roadmap to higher automation levels globally, while being engineered specifically for challenging Indian road conditions (Key Developments)
- Business win covers key ADAS components and systems for coaches, heavy-duty trucks, and tractor trailers, expanding ZF CVCS India presence across multiple commercial vehicle platforms (Key Developments)
- Received a demand order from CGST and Central Excise, Jamshedpur, imposing tax, penalty, and interest related to alleged excess or ineligible input tax credit for FY 2018-19 to FY 2022-23, totaling more than INR 9.3 crore before interest (Key Developments)
- Scheduled a special or extraordinary shareholders meeting via postal ballot in India on December 18, 2025, alongside a board meeting on November 4, 2025 to review unaudited financial results for the quarter and half year ended September 30, 2025 (Key Developments)
Valuation Changes
- Fair Value Price Target has risen slightly from ₹15,734.2 to ₹16,194.2, reflecting a modest uplift in the intrinsic valuation estimate.
- Discount Rate has declined marginally from 14.74 percent to 14.64 percent, indicating a slightly lower perceived risk or cost of capital.
- Revenue Growth has risen slightly from 19.45 percent to 20.49 percent, suggesting a modestly stronger top line outlook.
- Net Profit Margin has fallen moderately from 13.27 percent to 12.39 percent, pointing to somewhat weaker profitability expectations.
- Future P/E has increased moderately from 49.0x to 52.4x, implying a higher valuation multiple being applied to forward earnings.
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