Loading...
Back to narrative

LALPATHLAB: New Autoimmune Lab And Dividend Will Support Long Term Upside

Ayushman Bharat And Chronic Trends Will Expand Diagnostics Access

LALPATHLAB logo
LALPATHLAB
AnalystConsensusTarget
Not Invested
Published 18 Feb 2025

Update shared on 09 Dec 2025

Fair value Increased 0.21%
Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-5.5%
7D
-3.2%

Analysts have nudged their price target for Dr. Lal PathLabs slightly higher to ₹3,428 from ₹3,421, citing marginally stronger expectations for long term revenue growth and profit margins, along with a modestly lower future P E multiple.

What's in the News

  • Launch of India's first dedicated Complement Testing Laboratory, positioning Dr. Lal PathLabs as a leading national hub for advanced autoimmune diagnostics and complement assays (company announcement).
  • New complement testing capabilities, including key markers such as C3, C4, and C5, aimed at faster and more accurate diagnosis of autoimmune, kidney, and recurrent infection related conditions (company announcement).
  • Board approval of a second interim dividend of INR 7 per equity share for FY 2025-26, with a record date of November 7, 2025 and payment expected within 30 days (board meeting outcome).
  • Proposal to increase authorized share capital from INR 1,07,96,00,000 to INR 2,00,00,00,000 through alteration of the capital clause in the Memorandum of Association, subject to shareholder approval (board resolution).
  • Upcoming special shareholders meeting on December 7, 2025 via postal ballot to consider a new 2025 Restricted Stock Unit plan, grants to subsidiary employees, trust based share acquisition, funding for share purchase, and adjustment of the 2022 ESOP reserve (shareholder notice).

Valuation Changes

  • The Fair Value Estimate has risen slightly to ₹3,428 from ₹3,421, reflecting a modestly higher intrinsic value assessment.
  • The Discount Rate remains unchanged at 12.76 percent, indicating no revision to the perceived risk profile or cost of capital.
  • The Revenue Growth assumption has increased marginally to about 12.05 percent from 11.89 percent, suggesting a slightly stronger long term growth outlook.
  • The Net Profit Margin forecast has edged up to around 19.73 percent from 19.70 percent, implying a small improvement in expected profitability.
  • The future P/E multiple has fallen moderately to about 56.5x from 58.3x, signaling a somewhat more conservative valuation of future earnings.

Have other thoughts on Dr. Lal PathLabs?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.