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GPPL: Rising Payouts Will Limit Upside As Earnings Multiple Stays Elevated

Update shared on 04 Dec 2025

Fair value Increased 2.94%
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AnalystConsensusTarget's Fair Value
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1Y
-0.5%
7D
3.9%

Analysts have raised their price target for Gujarat Pipavav Port from ₹161.4 to ₹166.1 per share. This reflects slightly higher long term growth and valuation assumptions while keeping profitability expectations broadly unchanged.

What's in the News

  • The board has scheduled a meeting on November 5, 2025 to approve unaudited Q2 and half-year FY26 results, and to consider the declaration of an interim dividend and the record date for eligible shareholders (company filing).
  • The company has approved payment of an interim dividend of INR 5.40 per share for FY26, with November 12, 2025 as the record date and an expected payout by November 25, 2025 (company filing).
  • Shareholders at the September 4, 2025 AGM approved a final dividend of INR 4.20 per share and confirmed an interim dividend of INR 4.00 per share for FY25 (company filing).
  • M S K A and Associates have been appointed as statutory auditors from the September 4, 2025 AGM until the 38th AGM of the company (AGM resolution).

Valuation Changes

  • Fair Value Estimate has risen slightly from ₹161.38 to ₹166.13 per share, implying a modest upward revision in intrinsic valuation.
  • Discount Rate has increased marginally from 12.76 percent to 12.76 percent, indicating a nearly unchanged cost of capital assumption.
  • Revenue Growth has remained effectively unchanged, moving only fractionally from 13.05 percent to 13.05 percent.
  • Net Profit Margin is virtually flat, edging down slightly from 40.00 percent to 40.00 percent.
  • Future P/E has risen moderately from 18.32x to 18.86x, suggesting a somewhat higher valuation multiple on forward earnings.

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.