Thermax（THERMAX）株式概要
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Analyst Price Targets
Thermax Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ₹4,757.40 |
| 52週高値 | ₹5,075.00 |
| 52週安値 | ₹2,742.70 |
| ベータ | 0.30 |
| 1ヶ月の変化 | 7.25% |
| 3ヶ月変化 | 46.42% |
| 1年変化 | 38.12% |
| 3年間の変化 | 113.46% |
| 5年間の変化 | 220.49% |
| IPOからの変化 | 7,527.71% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| THERMAX | IN Machinery | IN 市場 | |
|---|---|---|---|
| 7D | -0.4% | 2.8% | 0.6% |
| 1Y | 38.1% | 19.5% | -0.2% |
業界別リターン: THERMAX過去 1 年間で19.5 % の収益を上げたIndian Machinery業界を上回りました。
リターン対市場: THERMAX過去 1 年間で-0.2 % の収益を上げたIndian市場を上回りました。
価格変動
| THERMAX volatility | |
|---|---|
| THERMAX Average Weekly Movement | 6.7% |
| Machinery Industry Average Movement | 7.3% |
| Market Average Movement | 7.0% |
| 10% most volatile stocks in IN Market | 10.1% |
| 10% least volatile stocks in IN Market | 4.5% |
安定した株価: THERMAX 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: THERMAXの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1966 | 5,601 | Ashish Bhandari | www.thermaxglobal.com |
サーマックス・リミテッドは、エネルギー、環境、化学ソリューションをインド国内外で提供している。産業用製品、産業用インフラ、グリーン・ソリューション、化学部門を通じて事業を展開している。同社は、蒸気吸収式およびハイブリッド式冷凍機、三重効用冷凍機、チラーヒーター、ヒートポンプ、ヒートポンプチラー、熱変圧器、蒸発凝縮器、閉ループ冷却塔、断熱・乾燥冷却器、空冷式熱交換器、産業用冷凍機、再生可能エネルギーソリューションを提供している。また、バイオマス焚き、固定板焚き、使用済み洗浄剤焚き、廃棄物エネルギー化、石油・ガス焚き、希薄ガス焚き、廃熱回収、蒸気ボイラー、廃熱回収ユニット、焼成ヒーター・プロセス炉、熱流体・熱風・温水ヒーター、廃熱回収も提供している。さらに、大気汚染防止、水・廃棄物ソリューション、イオン交換樹脂、性能、建設、水処理、油田、製紙用化学品などの化学品、スチームエンジニアリングソリューションを提供している。さらに、コージェネレーション、廃熱回収発電、自家発電、独立発電所の運営、運転・保守サービスも提供している。自動車、セメント、化学・肥料、商業・建設、酪農、蒸留所、紙・パルプ、製薬、合板、発電、食品、製油所・石油化学、清涼飲料、金属、砂糖、繊維、タイヤ業界にサービスを提供している。同社は1966年に設立され、インドのプネーに本社を置いている。サーマックス・リミテッドはRDAホールディングス・プライベート・リミテッドの子会社である。
Thermax Limited 基礎のまとめ
| THERMAX 基礎統計学 | |
|---|---|
| 時価総額 | ₹540.66b |
| 収益（TTM） | ₹7.21b |
| 売上高(TTM) | ₹106.94b |
74.4x
PER（株価収益率5.0x
P/SレシオTHERMAX は割高か？
公正価値と評価分析を参照収益と収入
| THERMAX 損益計算書（TTM） | |
|---|---|
| 収益 | ₹106.94b |
| 売上原価 | ₹69.56b |
| 売上総利益 | ₹37.38b |
| その他の費用 | ₹30.18b |
| 収益 | ₹7.21b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 63.96 |
| グロス・マージン | 34.96% |
| 純利益率 | 6.74% |
| 有利子負債／自己資本比率 | 41.0% |
THERMAX の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.3%
現在の配当利回り22%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/24 15:04 |
| 終値 | 2026/06/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Thermax Limited 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44
| アナリスト | 機関 |
|---|---|
| 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 |