Update shared on 04 Dec 2025
Analysts have nudged up their price target on Grasim Industries slightly, citing modest adjustments to the discount rate and future P/E assumptions that leave their fair value estimate steady at ₹3,293.09 per share while reinforcing confidence in the company’s long term earnings profile.
What's in the News
- Board meeting scheduled for November 5, 2025 at 12:00 IST to review and approve unaudited financial results for the quarter and half year ended September 30, 2025 (company filing)
- Board to consider changes in senior management personnel, signaling potential realignment of leadership roles (company filing)
- Proposal to acquire a 26 percent equity stake in multiple renewable energy SPVs formed or to be formed as captive power users for the Vilayat plant in Gujarat, Balabhadrapuram plant in Andhra Pradesh, and Ganjam plant in Odisha (company filing)
- Renewable energy SPV investments aimed at securing long term green power for key manufacturing locations, with the potential to reduce energy costs and carbon footprint over time (company filing)
Valuation Changes
- Fair Value Estimate remains unchanged at ₹3,293.09 per share, indicating no revision to the analysts' central valuation outcome.
- The Discount Rate has risen slightly from 17.85 percent to about 17.97 percent, reflecting a modestly higher perceived risk or required return.
- Revenue Growth is effectively unchanged at around minus 46.77 percent, with only a negligible technical adjustment.
- The Net Profit Margin is broadly stable at about 4.35 percent, with the new estimate differing only in the fourth decimal place.
- The Future P/E has edged up slightly from 366.84x to about 367.91x, implying a marginally higher multiple applied to forward earnings.
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