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503100: Future Leadership Shifts And Margin Trends Will Shape Performance Outlook

503100: Board Appointments And Outlook Stability Will Shape Urban Demand Prospects

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503100
AnalystConsensusTarget
Not Invested
Published 30 Nov 2024

Update shared on 04 Dec 2025

Fair value Increased 1.35%
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Analysts have nudged their price target for Phoenix Mills slightly higher, from ₹1,830 to about ₹1,854, as they factor in a modest uplift in fair value despite slightly softer long term revenue growth and margin assumptions, offset by a higher expected future valuation multiple.

What's in the News

  • Board meeting scheduled for October 31, 2025, to review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (board meeting agenda)
  • Board meeting on September 29, 2025, to consider elevating Managing Director and key managerial personnel, Shishir Shrivastava, to non executive vice chairman for a two year term starting October 1, 2025, subject to shareholder approval (board meeting agenda)
  • The same September 29, 2025, board meeting will also consider designating whole time directors Rajesh Kulkarni and Rashmi Sen as key managerial personnel effective October 1, 2025 (board meeting agenda)
  • Special or extraordinary shareholders meeting to be conducted via postal ballot in India on December 28, 2025 (shareholder meeting notice)

Valuation Changes

  • The fair value estimate has risen slightly from ₹1,829.79 to ₹1,854.47 per share, reflecting a modestly higher assessed intrinsic value.
  • The discount rate has increased marginally from 15.73 percent to 15.86 percent, indicating a slightly higher required return and risk perception.
  • Revenue growth has eased slightly from 15.30 percent to 15.18 percent, signaling a modestly more conservative long term growth outlook.
  • The net profit margin has reduced slightly from 36.18 percent to 35.39 percent, implying a small downward adjustment to long run profitability assumptions.
  • The future P/E multiple has risen moderately from 46.17x to 48.16x, suggesting a higher expected valuation multiple despite softer growth and margin forecasts.

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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.