Update shared on 27 Nov 2025
Fair value Increased 7.32%Analysts have raised their price target for Ashok Leyland from ₹144.50 to ₹155.08, reflecting improved expectations for revenue growth and profit margins.
What's in the News
- The board of directors declared an interim dividend of INR 1/- per equity share for the financial year ending 2025-26. The dividend is to be paid on or before December 11, 2025. (Board Meeting Announcement)
- Ashok Leyland won a major order for 1,937 buses from Tamil Nadu State Transport Undertakings. The order is valued at INR 6,687.6 million and deliveries are scheduled between October 2025 and January 2027. (Client Announcement)
- Plans were announced to invest in next-generation battery development and manufacturing. This includes a long-term exclusive partnership with CALB Group to support electrification initiatives. (Client Announcement)
- A special shareholders meeting considered the appointment of Ms. Geeta Mathur and Mr. Sridharan Kesavan as Non-Executive Independent Directors for five and three years respectively, effective August 25, 2025. (Shareholders Meeting)
Valuation Changes
- Consensus Analyst Price Target has increased from ₹144.50 to ₹155.08, reflecting a positive revision in fair value estimates.
- Discount Rate has risen slightly, moving from 17.15% to 17.33%.
- Revenue Growth expectations have shifted from -0.10% to 0.27%, indicating improved growth prospects.
- Net Profit Margin is projected to improve from 9.05% to 9.43%.
- Future P/E ratio is expected to decrease slightly from 30.46x to 29.90x.
Disclaimer
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