Loading...
Back to narrative

SJVN: New Finance Leadership Will Shape Fairly Valued Earnings Outlook

Arun 3 And Bikaner Delays Will Erode Legacy Projects

SJVN logo
SJVN
AnalystLowTarget
Not Invested
Published 29 Jun 2025

Update shared on 12 Dec 2025

Fair value Increased 61%
n/a
n/a
AnalystLowTarget's Fair Value
n/a
Loading
1Y
-38.5%
7D
-1.7%

Analysts have raised their fair value estimate for SJVN from ₹46.00 to ₹74.00 per share, citing expectations of stronger revenue growth, slightly higher profit margins, and a richer future earnings multiple, despite a broadly unchanged discount rate.

What's in the News

  • The Board has approved the appointment of Shri Sipan Kumar Garg as Chief Financial Officer and Key Managerial Personnel, bringing over 23 years of power sector finance and accounting experience to SJVN (Key Developments).
  • New CFO Shri Garg has previously served as Director Finance and CFO at THDC India Limited and in senior finance roles across NTPC Group entities, including Aravali Power Company and Patratu Vidyut Utpadan Nigam (Key Developments).
  • Under Shri Garg’s earlier leadership, Aravali Power Company achieved its highest credit ratings and significant interest savings on long term loans, underscoring his track record in capital efficiency (Key Developments).
  • The upcoming board meeting on November 10, 2025 will review quarterly and half year financial results, consider securitization of assets, and evaluate broader fund-raising proposals alongside senior finance appointments (Key Developments).
  • The board meeting held on October 9, 2025 focused on approving the appointment of Shri Shailender Aggarwal as Chief Internal Auditor of the company (Key Developments).

Valuation Changes

  • Fair Value Estimate increased significantly from ₹46.00 to ₹74.00 per share, reflecting higher expectations for earnings and valuation multiples.
  • Discount Rate edged up marginally from 12.73 percent to 12.76 percent, implying a broadly unchanged risk assessment in the valuation model.
  • Revenue Growth was revised higher from about 40.0 percent to approximately 45.0 percent, indicating stronger anticipated top line expansion.
  • Net Profit Margin improved slightly from around 20.1 percent to about 20.3 percent, suggesting modestly better profitability expectations.
  • Future P/E was raised substantially from roughly 14.9x to about 22.0x, signaling a richer expected earnings multiple applied to forward profits.

Have other thoughts on SJVN?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystLowTarget 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 AnalystLowTarget 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 AnalystLowTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.