Thermon Group Holdings

Electrification And Decarbonization Trends Will Unlock New Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Sep 24

Updated

10 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

27.7%

7D

8.3%

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1Y

27.7%

7D

8.3%

You can edit this narrative until Dec 11 12:10 AM. Then, changes will post as Updates.

Author's Valuation

US$3710.6% overvalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

THR: Share Repurchases Will Support Stable Outlook And Fairly Priced Shares

Narrative Update on Analyst Price Target for Thermon Group Holdings Analysts have maintained their price target for Thermon Group Holdings at approximately $37.00 per share, with only immaterial adjustments to the underlying discount rate, revenue growth, profit margin, and future P/E assumptions. This reflects a broadly unchanged fundamental outlook.

Shared on 25 Nov 25

Fair value Increased 12%

THR: Fair Value Reflects Improved Margins Amid Share Repurchases and Modest Revenue Shift

Narrative Update on Thermon Group Holdings Analysts have raised their price target for Thermon Group Holdings from $33 to $37.00 per share, citing improved profit margin expectations. This comes despite slightly lower projected revenue growth and a modest increase in discount rate.

Shared on 10 Aug 25

Fair value Decreased 8.33%

The consensus analyst price target for Thermon Group Holdings has been reduced to $33.00 from $36.00, primarily due to a decline in net profit margin and a higher future P/E multiple, signaling expectations of weaker profitability and a less attractive valuation. What's in the News Thermon Group launched Poseidon (US) and Pontus (non-US) advanced liquid load banks for global data center and HPC market applications, emphasizing rapid deployment, modularity, and compliance with major international standards.

Shared on 01 May 25

Fair value Decreased 3.04%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 4.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 4.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$37

10.6% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.26%

Electrical revenue growth rate

0.52%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.43%

Calculation

US$67.69m

Earnings '28

x

21.52x

PE Ratio '28

=

US$1.46b

Market Cap '28

US$1.46b

Market Cap '28

/

30.42m

No. shares '28

=

US$47.90

Share Price '28

US$47.90 Share Price '28

Discounted to 2025 @ 9.49% p.a.

=

US$36.49

Fair Value '25