Analysts have trimmed their price target for Kirloskar Ferrous Industries from ₹659.50 to ₹602.00. They cite updated assumptions that include a higher discount rate, a slightly different revenue growth outlook, a modestly adjusted profit margin profile, and a lower future P/E expectation.
What's in the News
- A board meeting is scheduled for Feb 10, 2026 at 12:00 Indian Standard Time to consider the unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025, along with the limited review reports from the statutory auditor (Key Developments).
- The same board meeting will also consider a dividend, if any, for the financial year 2025-2026, which may be relevant for income expectations from the stock (Key Developments).
- A special or extraordinary shareholders meeting is set for Jan 12, 2026 via postal ballot in India to decide on appointing Mr. Aman Rahul Kirloskar as a director, based on the Nomination and Remuneration Committee recommendation and prior board approval (Key Developments).
- If approved, Mr. Aman Rahul Kirloskar would serve as a director liable to retire by rotation, following his co-option as an additional director effective Nov 7, 2025 (Key Developments).
Valuation Changes
- Fair Value: trimmed from ₹659.50 to ₹602.00, a reduction of about 8.7% in the modelled price level.
- Discount Rate: raised from 13.96% to 14.91%, indicating a slightly higher required return in the updated assumptions.
- Revenue Growth: adjusted from 12.99% to 13.27%, a small upward change in the projected top line growth rate in ₹ terms.
- Net Profit Margin: revised from 9.43% to 9.94%, a modestly higher margin assumption on future ₹ earnings.
- Future P/E: brought down from 17.54x to 15.32x, pointing to a lower valuation multiple applied in the updated model.
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