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500109: Steady Fair Value Will Rely On Margins And Upcoming Results

Rising Indian Energy Demand Will Fuel Refining And Petrochemicals

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500109
AnalystHighTarget
Not Invested
Published 05 Jul 2025
1 viewusers have viewed this narrative update

Update shared on 07 Jan 2026

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07 Jun
₹155.65
AnalystHighTarget's Fair Value
₹215.00
27.6% undervalued intrinsic discount
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1Y
9.0%
7D
-0.5%

Analysts have kept their fair value estimate for Mangalore Refinery and Petrochemicals steady at ₹159.00, citing slightly adjusted assumptions for revenue growth, profit margins and future P/E as the basis for the unchanged target.

What's in the News

  • Board meeting scheduled on January 15, 2026, to review and approve standalone and consolidated unaudited financial results for the quarter ended December 31, 2025, and to consider other business matters (company filing).
  • Operating results released for the second quarter and first half ended September 30, 2025, with reported throughput of 4.43 MMT for the quarter and 4.43 MMT for the first half, covering crude and other inputs (company announcement).

Valuation Changes

  • The fair value estimate was held steady at ₹159.00 per share, with no change in the headline valuation figure.
  • The discount rate remained unchanged at 12.758%, indicating no revision in the risk or return assumptions used in the model.
  • Revenue growth assumptions were adjusted slightly, moving from 2.85% to 2.88% in the model inputs.
  • The net profit margin assumption was tweaked modestly, moving from 2.50% to 2.52%.
  • The future P/E multiple was trimmed slightly in the model, moving from 16.80x to 16.65x, while still supporting the same fair value estimate.

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Disclaimer

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