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500109: Elevated Throughput And Thin Margins Will Likely Cap Future Upside

Analysts Raise Valuation Estimates for Mangalore Refinery and Petrochemicals After Q2 Results Update

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500109
AnalystConsensusTarget
Not Invested
Published 04 May 2025
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Update shared on 10 Dec 2025

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22 Apr
₹163.60
AnalystConsensusTarget's Fair Value
₹192.00
14.8% undervalued intrinsic discount
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1Y
12.1%
7D
6.0%

Analysts have inched up their price target for Mangalore Refinery and Petrochemicals to ₹129.50, reflecting steady assumptions on revenue growth, profit margins and valuation multiples that support a marginally more constructive outlook on the stock.

What's in the News

  • Mangalore Refinery and Petrochemicals reported throughput of 4.43 MMT for the second quarter ended September 30, 2025, signaling continued operational scale despite market volatility (company announcement).
  • Throughput for the first half of fiscal 2025 also stood at 4.43 MMT, indicating that the bulk of volumes were realized in the second quarter after a softer start to the year (company announcement).
  • The board scheduled a meeting on October 15, 2025, to consider and approve standalone and consolidated unaudited financial results for the quarter and half year ended September 30, 2025. This is a key catalyst for earnings visibility (board meeting notice).

Valuation Changes

  • Fair Value: Maintained at ₹129.50 per share, indicating no change in the fundamental price target.
  • Discount Rate: Held steady at 12.76 percent, suggesting unchanged assumptions for risk and cost of capital.
  • Revenue Growth: Nudged up fractionally to about 2.02 percent, reflecting a marginally more constructive outlook on topline expansion.
  • Net Profit Margin: Edged higher to approximately 2.72 percent, implying a very small improvement in expected profitability.
  • Future P/E: Essentially unchanged at about 12.9x, signaling stable valuation multiples in the forward earnings framework.

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