Update shared on 01 Dec 2025
Fair value Increased 0.43%Analysts have raised their fair value estimate for Kalpataru Projects International from ₹1,470 to ₹1,476. This adjustment reflects minor changes in projected discount rates, profit margins, and future earnings expectations.
What's in the News
- H.G. Infra Engineering Limited and Kalpataru Projects International Limited have been declared L-1 bidders for a 20.5 km elevated metro viaduct project in Thane. Kalpataru holds a 60% stake and the project is valued at INR 14,150 million (Key Developments).
- The company revised its earnings guidance for 2026 and is now targeting revenue growth of over 25% at both standalone and consolidated levels, up from the earlier 20-25% guidance (Key Developments).
- Kalpataru Projects International and its subsidiaries secured new orders worth approximately INR 23,320 million in Power Transmission & Distribution overseas and Buildings and Factories in India (Key Developments).
- New orders totaling approximately INR 27,200 million have been announced, boosting KPIL's presence in Indian and overseas Power Transmission & Distribution, as well as in domestic Buildings and Factories. Total order intake for FY 2026 has reached around INR 1,26,200 million (Key Developments).
- A board meeting is scheduled for October 31, 2025, to consider and approve the unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (Key Developments).
Valuation Changes
- Fair Value Estimate has risen slightly from ₹1,470.35 to ₹1,476.65.
- Discount Rate has increased marginally from 15.94% to 16.08%.
- Revenue Growth Projection remains unchanged at 8.92%.
- Net Profit Margin has increased minimally from 4.80% to 4.80%.
- Future P/E Ratio has edged up from 27.98x to 28.20x.
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