Thermax Limited

NSEI:THERMAX Lagerbericht

Marktkapitalisierung: ₹529.3b

Thermax Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Thermax wird ein jährliches Gewinn- und Umsatzwachstum von 18.6% bzw. 13.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 18.2% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 17.6% betragen.

Wichtige Informationen

18.6%

Wachstumsrate der Gewinne

18.22%

EPS-Wachstumsrate

Machinery Gewinnwachstum20.9%
Wachstumsrate der Einnahmen13.9%
Zukünftige Eigenkapitalrendite17.63%
Analystenabdeckung

Good

Zuletzt aktualisiert08 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel May 10

Earnings Beat: Thermax Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Thermax Limited ( NSE:THERMAX ) just released its full-year report and things are looking bullish. Thermax beat...
Analyseartikel Feb 07

Thermax Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Thermax Limited ( NSE:THERMAX ) came out with its quarterly results last week, and we wanted to see how the business is...
Analyseartikel Nov 14

Thermax Limited Just Missed Earnings - But Analysts Have Updated Their Models

Thermax Limited ( NSE:THERMAX ) just released its latest second-quarter report and things are not looking great. It...
Analyseartikel Aug 03

Thermax Limited Just Beat EPS By 6.4%: Here's What Analysts Think Will Happen Next

Thermax Limited ( NSE:THERMAX ) last week reported its latest first-quarter results, which makes it a good time for...

Recent updates

Narrativ-Update Jun 03

THERMAX: Rich P E Will Persist Despite One Off Dividend Windfall

Analysts have revised Thermax's price target from ₹2,700 to ₹2,893, reflecting updated assumptions on revenue growth, profit margins, discount rate, and a slightly lower future P/E multiple. What's in the News The board has recommended a final dividend of ₹14 per share and a special dividend of ₹6 per share to mark Thermax's 60th anniversary, for a total proposed payout of ₹20 per equity share of face value ₹2 each for FY 2025-26, subject to shareholder approval at the 45th AGM.
Analyseartikel May 21

We Think That There Are Issues Underlying Thermax's (NSE:THERMAX) Earnings

Thermax Limited's ( NSE:THERMAX ) stock was strong after they recently reported robust earnings. We did some analysis...
Narrativ-Update May 12

THERMAX: Board Decisions On Results And Dividend Will Support Bullish Outlook

The analyst fair value estimate for Thermax has been revised from ₹4,459.89 to ₹5,600.00. Analysts point to updated assumptions on revenue growth, profit margins and future P/E as the key drivers behind this change.
Analyseartikel May 10

Earnings Beat: Thermax Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Thermax Limited ( NSE:THERMAX ) just released its full-year report and things are looking bullish. Thermax beat...
Narrativ-Update Apr 28

THERMAX: New Energy Partnerships And Dubai Expansion Will Shape Balanced Outlook

Analysts have nudged their fair value estimate for Thermax up from ₹4,381.36 to ₹4,459.89, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and a higher future P/E multiple. What's in the News A board meeting is scheduled for May 7, 2026 to consider and approve audited financial results for the quarter and year ended March 31, 2026, including segment-wise financials (Key Developments).
Narrativ-Update Apr 14

THERMAX: New Energy Expansion Will Likely Sustain Rich P E And Limit Upside

Analysts have lifted their price target on Thermax from ₹2,454.97 to ₹2,700, citing updated assumptions for revenue growth, profit margin and future P/E, along with a revised discount rate. What's in the News The board approved setting up a wholly owned step-down subsidiary in Dubai through Thermax Engineering Singapore Pte Ltd, expanding the group structure into the Middle East region (company filing).
Narrativ-Update Mar 31

THERMAX: New Energy Tie-Ups And Middle East Expansion Will Support Upside

Thermax's analyst fair value estimate is unchanged at ₹4,381.36, with the updated target now supported by slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E that analysts see as better reflecting the current risk and earnings outlook. What's in the News The board has approved the incorporation of a wholly owned step-down subsidiary in Dubai through Thermax Engineering Singapore Pte Ltd, expanding the group structure into the Middle East region (board meeting resolution, February 2, 2026).
Narrativ-Update Mar 16

THERMAX: New Energy Partnership And Dubai Subsidiary Will Support Balanced Medium Term Outlook

Thermax's analyst price target has been adjusted slightly to ₹3,414 from ₹3,413, with analysts attributing the change to small refinements in fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board approved the incorporation of a wholly owned step down subsidiary in Dubai through Thermax Engineering Singapore Pte Ltd, expanding the group structure into the UAE (Board meeting resolution, Feb 2, 2026).
Narrativ-Update Mar 02

THERMAX: New Energy Partnerships Will Drive Long-Term Upside

Analysts have trimmed their Thermax fair value estimate from ₹4,458 to ₹4,381 as they now assume slightly lower revenue growth and profit margins, partly offset by a reduced discount rate and a higher future P/E multiple. What's in the News The Board approved setting up a wholly owned step down subsidiary in Dubai through Thermax Engineering Singapore Pte Ltd, aimed at expanding the group’s presence in the region (Board meeting filing).
Narrativ-Update Feb 16

THERMAX: New Energy Tie-Up And Dubai Expansion Will Support Upside Potential

Analysts have trimmed their Thermax price target slightly to ₹3,413 from ₹3,438, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E that remain broadly consistent with prior expectations. What's in the News Thermax plans to set up a wholly owned step down subsidiary in Dubai through its Singapore unit, as approved by the Board on February 2, 2026 (Board meeting resolution).
Analyseartikel Feb 07

Thermax Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Thermax Limited ( NSE:THERMAX ) came out with its quarterly results last week, and we wanted to see how the business is...
Narrativ-Update Feb 02

THERMAX: Upcoming December Results Will Support Long-Term Upside Potential

Analysts have nudged up their fair value estimate for Thermax to ₹3,438 from ₹3,424, reflecting slightly adjusted assumptions for the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News A board meeting is scheduled on Feb 02, 2026 to consider and approve the unaudited financial results for the quarter ended December 31, 2025.
Narrativ-Update Jan 19

THERMAX: Upcoming Earnings Releases Will Support Long-Term Upside Potential

Analysts have slightly reduced their 12 month price target for Thermax to ₹3,424 from about ₹3,464, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that are now marginally more conservative in their models. What's in the News Board meeting scheduled on Feb 02, 2026 to consider and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025, including segment-wise financials (company filing).
Narrativ-Update Jan 05

THERMAX: Merger And Energy Transition Moves Will Drive Long-Term Upside

Analysts have modestly trimmed their price target on Thermax to reflect a lower fair value of ₹4,458 from ₹4,749, citing a slightly higher discount rate, even as they factor in marginally better long term revenue growth, profit margins, and a reduced future P E multiple. What's in the News A board meeting is scheduled on October 17, 2025 to consider the merger by absorption of Buildtech Products India Private Limited with Thermax Limited and their respective shareholders (Key Developments).
Analyseartikel Dec 31

Why We're Not Concerned About Thermax Limited's (NSE:THERMAX) Share Price

When close to half the companies in India have price-to-earnings ratios (or "P/E's") below 25x, you may consider...
Narrativ-Update Dec 14

THERMAX: Board Actions Will Likely Pressure Margins And Limit Upside Potential

Analysts have trimmed their price target on Thermax by roughly 4 percent to about ₹2,455, citing slightly higher discount rates, mildly softer revenue growth expectations, a modestly lower profit margin outlook and a marginally richer future price to earnings multiple. What's in the News Thermax has scheduled a board meeting on November 11, 2025 to consider and approve unaudited financial results for the quarter and half year ended September 30, 2025, including segment wise financials (company filing).
Analyseartikel Dec 10

Thermax (NSE:THERMAX) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Narrativ-Update Nov 29

THERMAX: Upcoming Mergers And New Investments Will Drive Long-Term Upside

Analysts have slightly lowered their price target for Thermax, reducing the fair value estimate from ₹3,562.05 to ₹3,464.35. This change reflects minor adjustments to projected discount rates and revenue growth outlooks.
Analyseartikel Nov 19

Thermax's (NSE:THERMAX) Problems Go Beyond Weak Profit

Investors were disappointed by Thermax Limited's ( NSE:THERMAX ) latest earnings release. We did some further digging...
Narrativ-Update Nov 14

THERMAX: Upcoming Mergers And Investments Will Support Future Momentum

Analysts have revised their fair value estimate for Thermax downward from ₹3,646.86 to ₹3,562.05. This adjustment is due to lowered expectations for revenue growth and profit margins, as well as a higher discount rate in their updated assessment.
Analyseartikel Nov 14

Thermax Limited Just Missed Earnings - But Analysts Have Updated Their Models

Thermax Limited ( NSE:THERMAX ) just released its latest second-quarter report and things are not looking great. It...
Analyseartikel Nov 11

We Like These Underlying Return On Capital Trends At Thermax (NSE:THERMAX)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Narrativ-Update Sep 05

Global Green Investments Will Secure A Promising Industrial Future

As both the discount rate and future P/E for Thermax remained virtually unchanged, the consensus analyst price target also held steady at ₹3647. What's in the News Thermax entered a strategic partnership with HydrogenPro, securing exclusive rights in India for the supply, installation, and servicing of hydrogen electrolyser systems and announcing plans for joint technology development, manufacturing integration, and a new test station in Pune.
Analyseartikel Aug 27

Pinning Down Thermax Limited's (NSE:THERMAX) P/E Is Difficult Right Now

With a price-to-earnings (or "P/E") ratio of 54.7x Thermax Limited ( NSE:THERMAX ) may be sending very bearish signals...
Analyseartikel Aug 03

Thermax Limited Just Beat EPS By 6.4%: Here's What Analysts Think Will Happen Next

Thermax Limited ( NSE:THERMAX ) last week reported its latest first-quarter results, which makes it a good time for...
Analyseartikel Jul 30

Thermax (NSE:THERMAX) Is Experiencing Growth In Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Analyseartikel Jun 28

Thermax (NSE:THERMAX) Is Paying Out A Larger Dividend Than Last Year

Thermax Limited ( NSE:THERMAX ) will increase its dividend from last year's comparable payment on the 1st of January to...
Analyseartikel Jun 18

Thermax (NSE:THERMAX) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Neues Narrativ Dec 04

International Orders And Renewable Energy Expansion To Drive Growth And Boost Profitability

Expansion into international markets and strategic boiler projects can drive revenue growth and improve profit margins.

Gewinn- und Umsatzwachstumsprognosen

NSEI:THERMAX - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (INR Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
3/31/2029168,36313,53011,10312,3658
3/31/2028148,29411,0726,82813,17421
3/31/2027125,7758,5786,9869,39520
3/31/2026106,9427,205-4,1085,416N/A
12/31/2025103,3196,820N/AN/AN/A
9/30/2025102,2605,937-1,7715,899N/A
6/30/2025103,5456,710N/AN/AN/A
3/31/2025103,8876,3451,40110,428N/A
12/31/2024100,6746,191N/AN/AN/A
9/30/202498,8407,415-3,2995,889N/A
6/30/202495,7497,022N/AN/AN/A
3/31/202493,2356,453-5,9662,473N/A
12/31/202388,7066,109N/AN/AN/A
9/30/202385,9554,988-4,9145,083N/A
6/30/202383,6834,513N/AN/AN/A
3/31/202380,8984,503-2,0474,596N/A
12/31/202277,7093,968N/AN/AN/A
9/30/202273,3643,5019372,495N/A
6/30/202267,3053,289N/AN/AN/A
3/31/202261,2833,1232,4093,247N/A
12/31/202157,1093,171N/AN/AN/A
9/30/202155,0683,2094,8785,646N/A
6/30/202151,7872,643N/AN/AN/A
3/31/202147,9132,0666,8617,695N/A
12/31/202045,3971,383N/AN/AN/A
9/30/202045,3921,4005,8266,560N/A
6/30/202050,0381,344N/AN/AN/A
3/31/202057,3132,1252,7763,256N/A
12/31/201964,8203,003N/AN/AN/A
9/30/201965,0862,904N/A319N/A
6/30/201963,3043,392N/AN/AN/A
3/31/201959,7323,254N/A-1,154N/A
12/31/201853,4252,742N/AN/AN/A
9/30/201850,2292,578N/AN/AN/A
6/30/201846,2832,405N/AN/AN/A
3/31/201844,6492,321N/A5,336N/A
12/31/201745,1231,971N/AN/AN/A
9/30/201743,3931,933N/AN/AN/A
6/30/201743,7582,147N/AN/AN/A
3/31/201744,8312,230N/A3,346N/A
12/31/201648,3212,896N/AN/AN/A
9/30/201651,0362,891N/AN/AN/A
6/30/201652,7302,697N/AN/AN/A
3/31/201651,4502,823N/A2,526N/A
12/31/201553,5482,659N/AN/AN/A
9/30/201556,2182,803N/AN/AN/A
6/30/201556,3732,502N/AN/AN/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: THERMAXDas prognostizierte Gewinnwachstum (18.6% pro Jahr) liegt über der Sparquote (6.9%).

Ertrag vs. Markt: THERMAXDie Erträge des Unternehmens (18.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Indian (16.1% pro Jahr).

Hohe Wachstumserträge: THERMAXDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: THERMAXDie Einnahmen des Unternehmens (13.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Indian (10.8% pro Jahr).

Hohe Wachstumseinnahmen: THERMAXDie Einnahmen des Unternehmens (13.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: THERMAXDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (17.6%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/10 22:21
Aktienkurs zum Tagesende2026/06/10 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Thermax Limited wird von 44 Analysten beobachtet. 21 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Kunal Sheth360 ONE Capital Market Private Limited
Amol RaoAnand Rathi Shares and Stock Brokers Limited
null nullAnand Rathi Shares and Stock Brokers Limited