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532482: Upcoming German Acquisition And US Compliance Will Shape Balanced Outlook

FDA Remediation And Genome Valley Ramp-Up Will Unlock Capacity

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532482
AnalystConsensusTarget
Not Invested
Published 17 Feb 2025

Update shared on 14 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-2.7%
7D
2.3%

Analysts have modestly reaffirmed their stance on Granules India, keeping the fair value estimate steady at ₹632.14 per share. They continue to forecast solid mid teens revenue growth and stable profit margins, supported by consistent execution and unchanged valuation multiples.

What's in the News

  • Board meeting scheduled for November 13, 2025, to review unaudited Q2 and H1 FY2026 financial results and to discuss other matters, including potential strategic decisions (company filing).
  • Proposal to acquire a 160 percent equity stake in Optus 1039 GmbH, a Frankfurt based entity, signaling an expansion drive in the European market (company filing).
  • Received an Establishment Inspection Report from the U.S. FDA for the Bonthapally API Unit I, classified as Voluntary Action Indicated after a June 2025 inspection with one observation, confirming continued U.S. compliance for key APIs such as Paracetamol, Metformin, and Guaifenesin (regulatory disclosure).

Valuation Changes

  • Fair value estimate remains unchanged at ₹632.14 per share, indicating no reassessment of intrinsic value.
  • The discount rate is maintained at 12.76 percent, reflecting a stable risk and return assumption for future cash flows.
  • Revenue growth is effectively unchanged at about 14.45 percent annually, suggesting no material shift in top line expectations.
  • The net profit margin is stable at roughly 13.29 percent, implying no meaningful revision to long term profitability assumptions.
  • The future P/E multiple is kept steady at about 22.83x, indicating no change in the market valuation framework applied to earnings.

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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.