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503100: Leadership Changes And Stable Margins Will Shape Balanced Future 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 18 Dec 2025

Fair value Increased 0.57%
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Analysts have nudged their price target for Phoenix Mills slightly higher to ₹1,865 from ₹1,854, citing marginally stronger expectations for revenue growth and a modestly lower discount rate that more than offset a small trim to projected profit margins.

What's in the News

  • Phoenix Mills has scheduled a special or extraordinary shareholders meeting on December 28, 2025 via postal ballot in India to seek investor approvals on key matters (company filing).
  • The board will meet on October 31, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).
  • A board meeting on September 29, 2025 will consider elevating Managing Director and key managerial personnel Shishir Shrivastava to non executive vice chairman for the period from October 1, 2025 to September 30, 2027, subject to shareholder approval (company filing).
  • The same September 29, 2025 board meeting will also consider designating whole time directors Rajesh Kulkarni and Rashmi Sen as key managerial personnel with effect from October 1, 2025 (company filing).

Valuation Changes

  • Fair value estimate has risen slightly to ₹1,865 from ₹1,854, reflecting a modestly more optimistic outlook.
  • Discount rate has fallen marginally to 15.81 percent from 15.86 percent, boosting the present value of projected cash flows.
  • Revenue growth assumption has increased slightly to 15.26 percent from 15.18 percent, indicating a small upgrade to top line expectations.
  • Net profit margin forecast has eased slightly to 34.96 percent from 35.39 percent, incorporating expectations of modestly higher costs or lower operating leverage.
  • Future P/E multiple has inched up to 48.86x from 48.16x, implying a small increase in the valuation multiple applied to forward 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.