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500109: Higher Future P E Will Likely Restrain Share Price Returns

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 06 Mar 2026

Fair value Increased 24%
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22 Apr
₹154.80
AnalystConsensusTarget's Fair Value
₹192.00
19.4% undervalued intrinsic discount
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1Y
9.7%
7D
6.9%

Analysts have raised their fair value estimate for Mangalore Refinery and Petrochemicals from ₹131 to ₹162, reflecting updated views on revenue trends, profit margins and an adjusted future P/E assumption.

What's in the News

  • Board meeting scheduled for March 3, 2026, at 16:00 IST to consider the declaration of an interim dividend for the 2025-26 financial year and the appointment of a Secretarial Auditor (Board Meeting agenda).
  • Board meeting set for January 14, 2026, to review and approve standalone and consolidated unaudited financial results for the quarter ended December 31, 2025, along with other business items (Board Meeting agenda).

Valuation Changes

  • Fair Value: Revised upward from ₹131 to ₹162, a rise of about 23.7% in the analysts' estimate.
  • Discount Rate: Held unchanged at 12.484%, indicating no adjustment in the required rate of return used in the model.
  • Revenue Growth: Assumption increased from about 134.1% to a much higher projected revenue growth rate in the updated model.
  • Net Profit Margin: Adjusted slightly lower from roughly 2.31% to about 2.26%, pointing to a modestly more conservative margin assumption.
  • Future P/E: Raised from 15.17x to 18.68x, reflecting a higher valuation multiple applied to future earnings.

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