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GPPL: Elevated Earnings Multiple Will Constrain Future Upside Despite Higher Interim Dividend

India's Port Upgrades And Capacity Expansions Will Unlock Opportunities

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GPPL
AnalystConsensusTarget
Not Invested
Published 18 Mar 2025

Update shared on 19 Dec 2025

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5.0%
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2.8%

Analysts have marginally reaffirmed their view on Gujarat Pipavav Port with no change in the fair value at ₹166.13 per share. This reflects fine tweaks to discount rate and forward valuation assumptions rather than a shift in the underlying earnings outlook.

What's in the News

  • The board has scheduled a meeting on November 5, 2025 to review unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, signalling an upcoming earnings update (Key Developments).
  • At the same November 5, 2025 board meeting, directors will consider declaring an interim dividend for FY 2025-26 and fix the record date for eligible shareholders, highlighting the company’s ongoing focus on shareholder payouts (Key Developments).
  • The company has approved an interim dividend of INR 5.40 per share for FY 2025-26, with November 12, 2025 as the record date and expected payment by November 25, 2025 (Key Developments).

Valuation Changes

  • Fair Value: Unchanged at ₹166.13 per share, indicating no revision to the overall valuation target.
  • Discount Rate: Effectively unchanged at 12.76 percent, implying a steady required return.
  • Revenue Growth: Effectively unchanged at around 13.05 percent, reflecting a stable growth outlook.
  • Net Profit Margin: Essentially steady at about 40.00 percent, suggesting no material change in profitability expectations.
  • Future P/E: Effectively unchanged at 18.86x, indicating a consistent earnings multiple.

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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.