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COCHINSHIP: Electric Tug Collaboration Will Likely Fail To Justify Rich Expectations

Digital Upgrades And HD KSOE Ties Will Balance Overvaluation Risks

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COCHINSHIP
AnalystConsensusTarget
Not Invested
Published 24 Aug 2025

Update shared on 17 Dec 2025

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1Y
12.1%
7D
5.5%

Analysts have modestly revised their price target for Cochin Shipyard upward to ₹1,150.50 from ₹1,150.00, citing marginally lower discount rate assumptions and a slightly improved long term profitability outlook.

What's in the News

  • Board meeting scheduled on November 12, 2025 to review standalone and consolidated unaudited financial results for the quarter and half year ended September 30, 2025, and to consider declaration of an interim dividend for FY 2025-26, with November 18, 2025 proposed as the record date (company filing)
  • Cochin Shipyard and Svitzer sign a Letter of Intent to construct a new generation of electric TRAnsverse tugboats at CSL's Indian yards, supporting Svitzer's global fleet renewal and India's ambition to become a leading maritime manufacturing hub (company announcement)
  • The Svitzer collaboration aims to deploy advanced, low emission TRAnsverse tugs designed for high manoeuvrability and efficiency in confined waters, aligning with India's green port and green towage initiatives (company announcement)

Valuation Changes

  • Fair Value: Unchanged at ₹1,150.50 per share, indicating no material shift in the central valuation estimate.
  • Discount Rate: Fallen slightly from 14.98 percent to about 14.96 percent, reflecting a marginally lower perceived risk or required return.
  • Revenue Growth: Essentially unchanged at around 12.12 percent, signalling a stable view on long term top line expansion.
  • Net Profit Margin: Broadly unchanged at about 16.24 percent, implying no significant revision to long term profitability assumptions.
  • Future P/E: Edged down slightly from about 39.30x to 39.29x, pointing to a nearly stable earnings multiple in the updated model.

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Disclaimer

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