Update shared on 16 Dec 2025
Fair value Increased 2.98%Narrative Update
The analyst price target for TBO Tek has been raised modestly from ₹1,852.78 to ₹1,908.00, as analysts factor in slightly faster revenue growth, improving profit margins, and a marginally higher justified future earnings multiple, despite a small uptick in the assumed discount rate.
What's in the News
- TBO Tek has partnered with Amadeus South Asia to launch Travel Marketplace, an AI driven platform connecting travel sellers and providers through a single ecosystem, aimed at expanding access to next generation travel content and services across South Asia (Key Developments).
- The Travel Marketplace collaboration is expected to enhance TBO Tek's value proposition for travel agents and partners by enabling more efficient, personalized, and seamless booking experiences in an increasingly digital travel landscape (Key Developments).
- The board has scheduled a meeting on November 3, 2025 to review and approve the unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, along with the statutory auditors' limited review report (Key Developments).
- A special shareholders meeting via postal ballot in India is set for November 8, 2025 to seek approval for creating security over or disposing of more than 20 percent of assets of material subsidiaries, and for a potential reduction of shareholding in material subsidiaries to 50 percent or below (Key Developments).
Valuation Changes
- Fair Value Estimate increased slightly from ₹1,852.78 to ₹1,908.00, reflecting a modest uplift in the intrinsic value per share.
- Discount Rate edged up marginally from 14.92 percent to 15.05 percent, implying a slightly higher required return and risk assumption.
- Revenue Growth inched up from 34.69 percent to 34.72 percent, indicating a very small upgrade in long term topline expectations.
- Net Profit Margin has risen modestly from 12.63 percent to 12.84 percent, suggesting improved operating efficiency in future forecasts.
- Future P/E increased slightly from 50.56x to 51.32x, pointing to a marginally higher valuation multiple being applied to expected earnings.
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