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Profit Margins Expected To Decline, Yet New Defense Orders May Improve Outlook

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MAZDOCK
AnalystConsensusTarget
Not Invested
Published 09 Feb 2025

Update shared on15 Jul 2025

Fair value Increased 20%
Previous
AnalystConsensusTarget's Fair Value
₹2,958.40
8.7% undervalued intrinsic discount
15 Jul
₹2,700.30
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1Y
22.4%
7D
-0.8%

Despite a notable reduction in consensus revenue growth forecasts, the significant rise in Mazagon Dock Shipbuilders’ future P/E multiple reflects higher expected valuations, driving the analyst price target up from ₹2,459 to ₹2,958.


WHAT'S IN THE NEWS


  • The Board plans to consider acquiring a controlling stake in Colombo Dockyard PLC through an investment not exceeding USD 52.96 million, using both primary subscription and secondary share acquisitions.
  • Recommended a final dividend of INR 2.71 per share for FY 2024-25, pending approval at the AGM.
  • Audited financial statements for the quarter and year ended 31 March 2025 to be considered and approved at the upcoming Board meeting.
  • The Board will review and consider updates to the company's code of conduct regarding insider trading, with trading window closed from 01 April to 31 May 2025.

VALUATION CHANGES


Summary of Valuation Changes for Mazagon Dock Shipbuilders

  • The Consensus Analyst Price Target has significantly risen from ₹2459 to ₹2958.
  • The Future P/E for Mazagon Dock Shipbuilders has significantly risen from 35.21x to 46.63x.
  • The Consensus Revenue Growth forecasts for Mazagon Dock Shipbuilders has significantly fallen from 23.3% per annum to 15.9% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.