Thermax (THERMAX) Resumen de Acciones
Thermax Limited ofrece soluciones energéticas, medioambientales y químicas en la India y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 5/6 |
| Dividendos | 3/6 |
THERMAX Community Fair Values
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Analyst Price Targets
Competidores de Thermax Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | ₹4,828.80 |
| Máximo en las últimas 52 semanas | ₹5,075.00 |
| Mínimo de 52 semanas | ₹2,742.70 |
| Beta | 0.30 |
| Cambio en 1 mes | 5.19% |
| Variación en 3 meses | 51.05% |
| Cambio de 1 año | 44.24% |
| Variación en 3 años | 111.63% |
| Variación en 5 años | 224.06% |
| Variación desde la OPV | 7,642.18% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 17
THERMAX: Dividend Milestone And Revised Assumptions Will Support Stock Upside
Analysts have raised their price target on Thermax to ₹5,930 from ₹5,600, citing updated assumptions that reflect the latest views on discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for Thermax Thermax has recommended a final dividend of ₹14 per equity share for the financial year 2025-26, subject to shareholder approval at the 45th Annual General Meeting.
Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Recent updates
Actualización de narrativa • Jun 17
THERMAX: Dividend Milestone And Revised Assumptions Will Support Stock Upside
Analysts have raised their price target on Thermax to ₹5,930 from ₹5,600, citing updated assumptions that reflect the latest views on discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for Thermax Thermax has recommended a final dividend of ₹14 per equity share for the financial year 2025-26, subject to shareholder approval at the 45th Annual General Meeting.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).
Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Rentabilidad de los accionistas
| THERMAX | IN Machinery | Mercado IN | |
|---|---|---|---|
| 7D | 2.7% | 2.1% | -0.5% |
| 1Y | 44.2% | 17.4% | -1.8% |
Rentabilidad vs. Industria: THERMAX superó a la industria Indian Machinery, que obtuvo un rendimiento del 17.4% el año pasado.
Rentabilidad vs. Mercado: THERMAX superó al mercado Indian, que obtuvo un rendimiento del -1.8% el año pasado.
Volatilidad de los precios
| THERMAX volatility | |
|---|---|
| THERMAX Average Weekly Movement | 6.7% |
| Machinery Industry Average Movement | 7.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in IN Market | 10.0% |
| 10% least volatile stocks in IN Market | 4.4% |
Precio estable de las acciones: THERMAX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Indian.
Volatilidad a lo largo del tiempo: La volatilidad semanal de THERMAX (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1966 | 5,601 | Ashish Bhandari | www.thermaxglobal.com |
Thermax Limited ofrece soluciones energéticas, medioambientales y químicas en la India y a escala internacional. Opera a través de los segmentos Industrial Products, Industrial Infra, Green Solutions y Chemical. La empresa ofrece refrigeradores de absorción de vapor e híbridos, refrigeradores de triple efecto, refrigeradores-calentadores, bombas de calor, refrigeradores con bomba de calor y transformadores de calor; condensadores evaporativos, torres de refrigeración de circuito cerrado, refrigeradores adiabáticos y secos e intercambiadores de calor refrigerados por aire; refrigeración industrial y soluciones de energía renovable.
Resumen de fundamentos de Thermax Limited
| Estadísticas fundamentales de THERMAX | |
|---|---|
| Capitalización bursátil | ₹543.92b |
| Beneficios(TTM) | ₹7.21b |
| Ingresos (TTM) | ₹106.94b |
75.5x
Ratio precio-beneficio (PE)5.1x
Ratio precio-ventas (PS)¿Está THERMAX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de THERMAX | |
|---|---|
| Ingresos | ₹106.94b |
| Coste de los ingresos | ₹69.56b |
| Beneficio bruto | ₹37.38b |
| Otros gastos | ₹30.18b |
| Beneficios | ₹7.21b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 63.96 |
| Margen bruto | 34.96% |
| Margen de beneficio neto | 6.74% |
| Ratio deuda/patrimonio | 41.0% |
¿Cómo se ha desempeñado THERMAX a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.3%
Rentabilidad actual por dividendo22%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/26 21:02 |
| Precio de las acciones al final del día | 2026/06/25 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Thermax Limited está cubierta por 44 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Kunal Sheth | 360 ONE Capital Market Private Limited |
| Amol Rao | Anand Rathi Shares and Stock Brokers Limited |
| null null | Anand Rathi Shares and Stock Brokers Limited |