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PNCINFRA: Order Wins And New Renewable Arm Will Drive Next Stage

Update shared on 27 Nov 2025

Fair value Decreased 3.90%
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AnalystConsensusTarget's Fair Value
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1Y
-16.2%
7D
-2.3%

Analysts have revised their price target for PNC Infratech downward from ₹381.81 to ₹366.93. This change is attributed to updated outlooks on profit margins, even though revenue growth forecasts have improved and there is a lowered discount rate.

What's in the News

  • A board meeting is scheduled on November 12, 2025, to consider and approve the un-audited Standalone and Consolidated Financial Results for the quarter and half-year ended September 30, 2025 (Company filing).
  • PNC Infratech has incorporated a new wholly owned subsidiary, "PNC Renewable Energy Private Limited," to focus on renewable energy projects. No immediate financial impact has been reported (Key Developments).
  • The company has emerged as the lowest (L1) bidder for a high-level bridge and approach road project in Bihar, valued at INR 4,955.4 million. The project is to be executed over three years (Client Announcement).
  • PNC Infratech is the lowest (L1) bidder for runway extension and strengthening at Lal Bahadur Shastri International Airport, Varanasi, for INR 2,970.1 million (Client Announcement).

Valuation Changes

  • Consensus Analyst Price Target has fallen moderately from ₹381.81 to ₹366.93.
  • Discount Rate has decreased from 19.65% to 18.30%, which indicates a lower perceived risk in valuation models.
  • Revenue Growth projection has risen slightly from 13.47% to 14.77%.
  • Net Profit Margin forecast has declined from 7.92% to 7.07%.
  • Future P/E (Price to Earnings) ratio has increased from 24.01x to 25.22x.

Disclaimer

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