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GREENLAM: Future Earnings Multiple And Margins Will Drive Balanced Outlook

Overexpansion And Debt Will Weaken Future Market Position

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GREENLAM
AnalystLowTarget
Not Invested
Published 17 Aug 2025

Update shared on 14 Dec 2025

Fair value Increased 18%
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AnalystLowTarget's Fair Value
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1Y
-14.0%
7D
7.4%

Analysts have raised their fair value estimate for Greenlam Industries from ₹199 to ₹235 per share, reflecting slightly higher margin expectations and a richer future earnings multiple, despite modestly lower projected revenue growth and a marginally higher discount rate.

What's in the News

  • Board meeting scheduled on November 8, 2025, at 15:30 IST to review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).
  • Management to present unaudited standalone and consolidated assets and liabilities as of September 30, 2025, providing updated visibility into the company’s balance sheet position (company filing).
  • Unaudited standalone and consolidated cash flow statements for the half year ended September 30, 2025, to be placed before the board, outlining operating, investing, and financing cash movements (company filing).

Valuation Changes

  • Fair Value Estimate increased moderately from ₹199 to ₹235 per share, indicating a higher intrinsic valuation despite softer growth assumptions.
  • Discount Rate edged up slightly from 15.45 percent to about 15.63 percent, reflecting a marginally higher perceived risk or cost of capital.
  • Revenue Growth was reduced modestly from roughly 16.02 percent to about 14.74 percent, signaling slightly more conservative top line expectations.
  • Net Profit Margin improved slightly from around 6.62 percent to about 6.70 percent, implying a small uplift in expected profitability.
  • Future P/E rose significantly from about 25.8x to roughly 33.2x, pointing to a richer earnings multiple embedded in the new valuation.

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