Update shared on 21 Nov 2025
Fair value Increased 4.97%Narrative Update on Britannia Industries
Analysts have raised their fair value estimate for Britannia Industries from ₹6,166 to ₹6,472. They highlight stronger expected revenue growth as the key driver of this upward revision.
What's in the News
- Rakshit Hargave will assume the roles of Managing Director and CEO of Britannia Industries, beginning December 15, 2025. Former CEO Varun Berry has resigned after a 13-year tenure with the company (Key Developments).
- Natarajan Venkataraman, current Executive Director and CFO, has been appointed interim CEO until Hargave takes over (Key Developments).
- The company has scheduled a Board Meeting on November 5, 2025, to review and approve financial results for the quarter and half-year ended September 30, 2025, and to discuss other business matters (Key Developments).
- An Extraordinary Shareholders Meeting on October 4, 2025, will consider the appointment of Rajesh Kumar Batra as a Non-Executive Independent Director (Key Developments).
Valuation Changes
- The Fair Value Estimate has risen moderately from ₹6,166 to ₹6,473, reflecting analyst optimism about future performance.
- The Discount Rate remains unchanged at 12.76%, indicating no shift in risk or expected return assumptions.
- The Revenue Growth projection has increased from 10.32% to 11.39%, showing improved growth expectations.
- The Net Profit Margin estimate has decreased slightly from 13.34% to 13.17%.
- The Future Price-to-Earnings (P/E) Ratio has edged up from 64.89x to 66.38x, signaling a slightly higher valuation multiple.
Disclaimer
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