Global Infrastructure Cycles Will Erode US, India And Saudi Capacity

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

21 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

15.0%

7D

-2.5%

Loading

1Y

15.0%

7D

-2.5%

You can edit this narrative until Nov 22 3:10 PM. Then, changes will post as Updates.

Author's Valuation

₹1.11k21.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 21 Nov 25

Fair value Increased 0.27%

532144: Major US Orders Will Drive Record Global Order Book Expansion

Analysts have raised their price target for Welspun slightly from ₹1,110.25 to ₹1,113.25. They cite marginal improvements in future estimates and a lower discount rate as the reasons for this adjustment.

Shared on 06 Nov 25

Fair value Increased 2.14%

532144: Major US Orders And Middle East Exports Will Drive Global Book Expansion

Analysts have raised Welspun's fair value estimate from ₹1,087 to ₹1,110.25, reflecting updated views on key growth and profitability assumptions. What's in the News The board approved the incorporation of two wholly owned subsidiaries in the United Arab Emirates, intended as investment holding and global marketing entities, subject to regulatory approvals (Board Meeting).

Shared on 04 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 on 12 May 25

Fair value Increased 20%

Shared on 07 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 on 06 May 25

Fair value Increased 9.23%

Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 3.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

₹1.11k

21.6% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

20.48%

Metals and Mining revenue growth rate

18.04%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

14.66%

Calculation

₹17.89b

Earnings '28

x

25.01x

PE Ratio '28

=

₹447.49b

Market Cap '28

₹447.49b

Market Cap '28

/

267.80m

No. shares '28

=

₹1.67k

Share Price '28

₹1.67k Share Price '28

Discounted to 2025 @ 14.61% p.a.

=

₹1.11k

Fair Value '25