UPL Limited

BSE:512070 株式レポート

時価総額:₹553.3b

UPL 将来の成長

Future 基準チェック /36

UPL利益と収益がそれぞれ年間28.8%と7.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.8% 29.7%なると予測されています。

主要情報

28.8%

収益成長率

29.71%

EPS成長率

Chemicals 収益成長19.2%
収益成長率7.9%
将来の株主資本利益率10.80%
アナリストカバレッジ

Good

最終更新日26 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 18

512070: Upcoming Governance Meetings Will Support Stronger Medium Term Outlook

Analysts have trimmed their price target on UPL from ₹811.50 to ₹776.22, citing revised assumptions around profit margins, a higher future P/E multiple, and updated views on discount rates and revenue growth. What's in the News UPL has scheduled an Analyst/Investor Day, providing an opportunity to hear directly from management about the business and capital allocation plans.
ナラティブの更新 May 01

512070: Fair Pricing Will Depend On Execution Of Upcoming Restructuring And Treasury Plans

Analysts have trimmed their price target on UPL from ₹647.56 to ₹630.00, citing updated assumptions around revenue growth, profit margin, discount rate and future P/E that slightly adjust their valuation framework. What's in the News UPL has scheduled a Special or Extraordinary Shareholders Meeting on March 31, 2026, at 15:30 IST to consider and approve material related party transactions for sale of materials and functional support services between UPL and its subsidiaries, and between Arysta LifeScience Benelux SRL and UPL Europe Supply Chain GmbH (Key Developments).
ナラティブの更新 Apr 17

512070: Composite Scheme And Governance Steps Will Support Stronger Medium Term Outlook

Analysts have trimmed their price target on UPL slightly from about ₹820.53 to ₹811.50, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E multiple. What's in the News Board meeting on Feb 20, 2026 to consider a Composite Scheme of Arrangement among UPL Limited and multiple group entities under Sections 230 to 232 and 234 of the Companies Act, 2013, based on recommendations from the Audit Committee and the Committee of Independent Directors (company filing).
ナラティブの更新 Apr 03

512070: Upcoming Governance Decisions And Treasury Scheme Will Support A Stronger Outlook

Analysts have trimmed their price target on UPL from ₹975 to ₹947, citing updated assumptions on long term profit margins and P/E multiples, along with refreshed views on growth, discount rates and fair value. What's in the News UPL has called a Special or Extraordinary Shareholders Meeting for March 31, 2026, at 15:30 IST to seek approval for material related party transactions involving sale of materials and functional support services between UPL and its subsidiaries, and between Arysta LifeScience Benelux SRL and UPL Europe Supply Chain GmbH (Key Developments).
ナラティブの更新 Mar 19

512070: Fair Pricing Will Rely On Execution Of Upcoming Restructuring Steps

Analysts have nudged their price target on UPL slightly higher to about ₹648 from roughly ₹641, citing updated assumptions around revenue growth, profit margins, a modestly lower discount rate, and a small adjustment to the expected future P/E multiple. What's in the News UPL has scheduled a board meeting on Feb 02, 2026 at 12:45 Indian Standard Time to consider and approve unaudited consolidated and standalone financial results for the quarter and nine months ended Dec 31, 2025, along with limited review reports from the statutory auditors (Key Developments).
ナラティブの更新 Mar 05

512070: Composite Scheme Board Meeting Will Support Stronger Medium Term Outlook

Analysts have raised their price target on UPL by about ₹39 to ₹820, citing updated assumptions that reflect a slightly lower discount rate, a modest tweak to revenue growth and P/E expectations, and a higher projected profit margin. What's in the News Board meeting scheduled for Feb 20, 2026 at 14:30 IST to consider a Composite Scheme of Arrangement involving UPL and its subsidiaries UPL Sustainable Agri Solutions Limited, UPL Global Sustainable Agri Solutions Limited, and UPL Crop Protection Holdings Limited under Sections 230 to 232 and 234 of the Companies Act, 2013 (company filing).
ナラティブの更新 Feb 18

512070: Revised Margins And Lower P/E Will Likely Struggle To Support Pricing

Analysts have raised their fair value estimate for UPL from ₹600.67 to ₹641.03, citing updated views on the discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News Board meeting scheduled for Feb 02, 2026, at 12:45 Indian Standard Time to review unaudited consolidated and standalone financial results for the quarter and nine months ended Dec 31, 2025 (Key Developments).
ナラティブの更新 Feb 04

512070: Higher Margin Assumptions And Upcoming Results Will Support A Stronger Fair Value Outlook

Analysts have raised their fair value estimate for UPL from ₹944 to ₹975, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News UPL has scheduled a board meeting on Feb 02, 2026, at 12:45 Indian Standard Time to review unaudited consolidated and standalone financial results.
ナラティブの更新 Jan 21

512070: Higher Revenue And Margin Assumptions Will Support A Stronger Fair Value Outlook

Analysts have raised their fair value estimate for UPL from ₹911.93 to ₹944.00 after updating their assumptions for revenue growth, profit margins, discount rate and future P/E. What's in the News UPL has scheduled a Board Meeting on November 6, 2025 to consider and approve the unaudited consolidated and standalone financial results for the quarter and half year ended September 30, 2025, along with the Limited Review Reports from the statutory auditors (company filing).
ナラティブの更新 Jan 07

512070: Small Assumption Tweaks Will Likely Fail To Prevent Margin Pressure

Analysts have slightly increased their fair value estimate for UPL from ₹596.98 to ₹600.67. This reflects small adjustments to assumptions around the discount rate, revenue growth, profit margins and future P/E multiples.
ナラティブの更新 Dec 19

512070: Future Margins Will Likely Deteriorate Despite Higher Market Expectations

Analysts have raised their price target for UPL from approximately 526.51 to 596.98, citing slightly stronger expectations for revenue growth and future valuation multiples, partly offset by a more conservative view on profit margins and discount rates. What's in the News UPL Limited has scheduled a board meeting for November 06, 2025 to consider and approve unaudited consolidated and standalone financial results for the quarter and half year ended September 30, 2025, along with the limited review reports from the statutory auditors (company filing).
ナラティブの更新 Dec 05

512070: Board Meeting And Stable Assumptions Will Shape Medium Term Outlook

Analysts have modestly raised their price target for UPL to ₹781.39, reflecting slightly improved discount rate and future P E assumptions, while largely maintaining their views on growth and profitability. What's in the News A board meeting is scheduled on November 6, 2025 to consider and approve the unaudited consolidated and standalone financial results for the quarter and half year ended September 30, 2025, along with the Statutory Auditors' limited review reports (company filing).
ナラティブの更新 Nov 21

512070: Board Meetings And Adjusted Forecasts Will Influence Medium-Term Outlook

Analysts have raised their price target for UPL from $756.34 to $781.39. This reflects optimism driven by slightly improved revenue growth expectations and adjustments to projected profit margins and valuation multiples.
ナラティブの更新 Nov 07

512070: Upcoming Board Decisions And Steady Financials Will Shape Outlook

Analysts have raised their price target for UPL from $736.09 to $756.34. They cite modest improvements in profit margin and revenue growth forecasts as the reason for this adjustment.
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新しいナラティブ Dec 10

Biosolutions Innovation And Improved Financial Stability Expected To Boost Earnings Growth

Strategic inventory management and sales mix enhancement are expected to boost margins and improve earnings.

業績と収益の成長予測

BSE:512070 - アナリストの将来予測と過去の財務データ ( )INR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/2029664,43443,52569,53082,8884
3/31/2028607,20141,38166,95985,78815
3/31/2027563,21833,11150,44868,23016
3/31/2026518,39019,22054,49078,550N/A
12/31/2025490,77016,210N/AN/AN/A
9/30/2025477,15020,53060,52077,890N/A
6/30/2025467,86010,570N/AN/AN/A
3/31/2025466,3707,61083,790100,740N/A
12/31/2024451,420-950N/AN/AN/A
9/30/2024441,220-21,40069,33087,980N/A
6/30/2024432,020-18,860N/AN/AN/A
3/31/2024430,980-13,360-1,73018,220N/A
12/31/2023455,890-5,830N/AN/AN/A
9/30/2023493,81017,2103,88026,540N/A
6/30/2023517,18027,240N/AN/AN/A
3/31/2023535,76034,35053,91077,510N/A
12/31/2022528,68040,360N/AN/AN/A
9/30/2022504,86038,85014,92043,170N/A
6/30/2022485,46037,050N/AN/AN/A
3/31/2022462,40035,05038,08064,960N/A
12/31/2021431,75032,200N/AN/AN/A
9/30/2021410,04030,78024,52046,600N/A
6/30/2021393,76029,070N/AN/AN/A
3/31/2021386,94027,81050,90072,120N/A
12/31/2020370,39024,250N/AN/AN/A
9/30/2020368,05023,39053,29073,610N/A
6/30/2020356,83020,420N/AN/AN/A
3/31/2020357,56017,76067,59087,390N/A
12/31/2019331,40013,650N/AN/AN/A
9/30/2019291,6909,340N/A40,010N/A
6/30/2019256,09011,150N/AN/AN/A
3/31/2019218,37014,910N/A23,560N/A
12/31/2018190,03019,770N/AN/AN/A
9/30/2018182,76020,900N/AN/AN/A
6/30/2018177,89020,590N/AN/AN/A
3/31/2018173,78020,220N/A28,360N/A
12/31/2017170,29020,270N/AN/AN/A
9/30/2017167,54019,120N/AN/AN/A
6/30/2017165,25018,400N/AN/AN/A
3/31/2017163,12017,270N/A25,850N/A
12/31/2016146,18015,473N/AN/AN/A
9/30/2016140,16313,692N/AN/AN/A
6/30/2016135,36613,840N/AN/AN/A
3/31/2016140,4809,400N/A13,960N/A
12/31/2015125,86111,913N/AN/AN/A
9/30/2015125,37011,538N/AN/AN/A
6/30/2015123,97811,347N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: 512070の予測収益成長率 (年間28.8% ) は 貯蓄率 ( 6.9% ) を上回っています。

収益対市場: 512070の収益 ( 28.8% ) はIndian市場 ( 16.1% ) よりも速いペースで成長すると予測されています。

高成長収益: 512070の収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: 512070の収益 ( 7.9% ) Indian市場 ( 10.7% ) よりも低い成長が予測されています。

高い収益成長: 512070の収益 ( 7.9% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: 512070の 自己資本利益率 は、3年後には低くなると予測されています ( 10.8 %)。


成長企業の発掘

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2026/05/26 13:26
終値2026/05/26 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

UPL Limited 16 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。40

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