Global Infrastructure Cycles Will Erode US, India And Saudi Capacity

Published
09 Feb 25
Updated
04 Aug 25
AnalystConsensusTarget's Fair Value
₹1,087.00
19.0% undervalued intrinsic discount
04 Aug
₹880.55
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1Y
22.7%
7D
1.9%

Author's Valuation

₹1.1k

19.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 6.53%

Welspun's analyst price target was raised to ₹1087 as the market is assigning a higher earnings multiple despite largely unchanged revenue growth forecasts. What's in the News Board meeting scheduled to consider and approve standalone and consolidated unaudited financial results for the quarter ended June 30, 2025.

Shared on12 May 25
Fair value Increased 20%

Shared on07 May 25
Fair value Decreased 8.45%

AnalystConsensusTarget has decreased revenue growth from 24.6% to 20.5%, decreased profit margin from 7.5% to 6.7%, increased future PE multiple from 17.5x to 20.1x and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on06 May 25
Fair value Increased 9.23%

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 3.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.