Blue Star Limited

BSE:500067 주식 리포트

시가총액: ₹311.5b

Blue Star 향후 성장

Future 기준 점검 4/6

Blue Star (는) 각각 연간 21.8% 및 13.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 21.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.9% 로 예상됩니다.

핵심 정보

21.8%

이익 성장률

21.75%

EPS 성장률

Building 이익 성장21.3%
매출 성장률13.7%
향후 자기자본이익률19.85%
애널리스트 커버리지

Good

마지막 업데이트07 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jul 10

500067: Higher Assumed Margins And Dividend Timing Will Sustain Future Overvaluation

Analysts have raised their blended fair value estimate for Blue Star from about ₹1,328.58 to roughly ₹1,418.00. This change reflects updated assumptions around revenue growth, profit margins, a slightly lower discount rate, and a modestly lower future P/E multiple.
내러티브 업데이트 • Jun 26

500067: Dividend Payout And Upcoming Results Will Drive Balanced Long Term Outlook

Analysts have kept their price target for Blue Star broadly unchanged around ₹1,802 per share, citing only marginal tweaks to inputs such as the discount rate and future P/E assumptions. They noted that these changes reflect adjustments in modelling rather than any shift in the underlying outlook.
내러티브 업데이트 • Jun 11

500067: Dividend And Governance Actions Will Support Long Term Upside

Analysts have slightly reduced their fair value estimate for Blue Star, with the price target moving from about ₹1,810 to roughly ₹1,802 as small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions are reflected in their models. What's in the News Blue Star has announced an annual dividend of ₹8.50 per share, with payment scheduled for September 5, 2026, and an ex dividend and record date of July 17, 2026.
내러티브 업데이트 • May 28

500067: Upcoming Results And Dividend Will Support Earnings Resilience Narrative

Analysts have revised their price target on Blue Star from ₹2,178 to ₹2,069. This reflects updated views on slightly lower revenue growth and profit margin expectations, along with a higher assumed future P/E multiple.
내러티브 업데이트 • May 14

500067: Expanded Cooling Portfolio And Dividend Will Support Long Term Upside

Analysts now place Blue Star's price target at ₹1,810, down from ₹1,880. This reflects updated views that combine slightly higher revenue growth expectations with modestly softer profit margin and future P/E assumptions.
내러티브 업데이트 • Apr 20

500067: New AC Lineup And Board Changes Will Sustain Future Overvaluation

Analysts have trimmed their fair value estimate for Blue Star from ₹1,370.04 to ₹1,328.58, reflecting slightly updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples. What's in the News A board meeting is scheduled on May 6, 2026 to review unaudited standalone and consolidated financial results for Q4 and audited results for the year ended March 31, 2026, and to consider a final dividend on equity shares, if any (company filing).
내러티브 업데이트 • Apr 06

500067: Expansive New AC Portfolio Will Likely Sustain Earnings Risk And Overvaluation

Analysts have nudged their fair value estimate for Blue Star slightly higher, with the price target moving from about ₹1,364 to roughly ₹1,370, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News Board meeting scheduled for May 6, 2026 to review unaudited standalone and consolidated results for Q4 and audited results for the year ended March 31, 2026, and to consider a final dividend on the equity shares, if any (Key Developments).
내러티브 업데이트 • Mar 22

500067: Upcoming Product Expansion Will Likely Reinforce Persistent Overvaluation Risk

Analysts have made only marginal tweaks to their assumptions for Blue Star, keeping the implied fair value steady at about ₹1,364. Slightly different inputs for discount rate, revenue growth, profit margin and future P/E feed into the refreshed price target narrative.
내러티브 업데이트 • Mar 07

500067: Upcoming Board Meeting Will Likely Confirm Persistent Overvaluation Risk

Analysts have lifted their price target on Blue Star to ₹1,364, citing slightly lower required returns, as well as modestly higher assumptions for revenue growth, profit margins and future P/E. What's in the News A board meeting is scheduled for January 29, 2026 to consider and approve unaudited standalone and consolidated financial results for the third quarter and nine months ended December 31, 2025, along with other business matters (company filing).
내러티브 업데이트 • Feb 20

500067: Upcoming Board Review Will Likely Reinforce Persistent Overvaluation Concerns

Analysts have raised their price target on Blue Star to ₹1,364, citing slightly higher assumed revenue growth, a modestly stronger profit margin, a lower discount rate, and a marginally reduced future P/E multiple in their updated models. What's in the News A board meeting is scheduled on January 29, 2026, to review and approve the unaudited standalone and consolidated financial results for the third quarter and nine months ended December 31, 2025, as required under Regulation 33(3) of the Listing Regulations (Key Developments).
내러티브 업데이트 • Feb 04

500067: Upcoming Results Review Will Likely Confirm Persistent Overvaluation

Analysts have lowered their fair value estimate for Blue Star from ₹1,404.98 to ₹1,364.30, reflecting updated assumptions for revenue growth, profit margins, and future P/E levels, while keeping the overall risk profile broadly consistent with earlier assessments. What's in the News Blue Star has scheduled a board meeting on January 29, 2026 to consider and approve the unaudited standalone and consolidated financial results for the third quarter and nine months ended December 31, 2025, as required under regulation 33(3) of the listing regulations (Key Developments).
내러티브 업데이트 • Jan 21

500067: Future Board Decisions On Results Will Likely Expose Overvaluation

Analysts now place their price target for Blue Star at ₹1,404.98, compared with the prior ₹1,340.39, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple as the key drivers of this change. What's in the News Blue Star has scheduled a board meeting on January 29, 2026 to consider and approve the unaudited standalone and consolidated financial results for the third quarter and nine months ended December 31, 2025, as required under regulation 33(3) of the listing regulations (Key Developments).
내러티브 업데이트 • Jan 06

500067: Upcoming Results Will Confirm Earnings Resilience And Supportive Board Review

Analysts have maintained their fair value estimate for Blue Star at ₹2,178, noting only minor adjustments in assumptions related to the discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s risk and earnings profile. What's in the News Board meeting scheduled on January 29, 2026, to consider and approve the unaudited standalone and consolidated financial results for the third quarter and nine months ended December 31, 2025, as required under regulation 33(3) of the listing regulations (Key Developments).
내러티브 업데이트 • Dec 14

500067: Upcoming Results Are Expected To Confirm Improving Profitability Outlook

Analysts have trimmed their price target on Blue Star to ₹2,178 from ₹2,419, as a modestly higher discount rate and lower future valuation multiples more than offset slightly stronger expectations for revenue growth and profit margins. What's in the News A board meeting is scheduled for November 5, 2025, to consider and approve the unaudited standalone and consolidated financial results for the second quarter and half year ending September 30, 2025, in compliance with Regulation 33(3) of the Listing Regulations (Key Developments).
내러티브 업데이트 • Aug 10

Expanding Eco-Friendly HVAC Reach In India Will Unlock Future Value

The upward revision in Blue Star's consensus price target is primarily supported by modest improvements in both revenue growth forecasts and net profit margins, resulting in the fair value estimate increasing from ₹1,754 to ₹1,842. What's in the News Board meeting scheduled to consider and approve unaudited standalone and consolidated financial results for Q1 ended June 30, 2025.
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새로운 내러티브 • Dec 14

AI-Enabled Air Conditioners And Global Expansion Drive Revenue And Margin Growth

Strong growth in residential and commercial air conditioning sectors highlighted by development initiatives and AI-enabled models driving potential revenue and margin expansion.

이익 및 매출 성장 예측

BSE:500067 - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/2029191,1849,9337,763N/A10
3/31/2028169,4098,6296,233N/A25
3/31/2027145,5616,7326,441N/A25
6/30/2026128,0245,092N/AN/AN/A
3/31/2026124,0205,277-1,7521,538N/A
12/31/2025123,4894,943N/AN/AN/A
9/30/2025122,3095,462-4,082-427N/A
6/30/2025120,8455,434N/AN/AN/A
3/31/2025119,6775,9123,1606,881N/A
12/31/2024112,7655,581N/AN/AN/A
9/30/2024107,1035,2605613,761N/A
6/30/2024103,2475,004N/AN/AN/A
3/31/202496,8544,150-1,5172,892N/A
12/31/202389,8144,797N/AN/AN/A
9/30/202385,3444,377-2,7341,687N/A
6/30/202382,2634,096N/AN/AN/A
3/31/202379,7734,005-1,1712,432N/A
12/31/202276,0012,514N/AN/AN/A
9/30/202273,1812,405-1,8831,483N/A
6/30/202269,8162,293N/AN/AN/A
3/31/202260,6411,677-1,305874N/A
12/31/202154,1651,595N/AN/AN/A
9/30/202150,2721,4853,0894,152N/A
6/30/202146,8901,327N/AN/AN/A
3/31/202142,7131,0042,8633,498N/A
12/31/202039,788413N/AN/AN/A
9/30/202040,9082412721,106N/A
6/30/202044,382468N/AN/AN/A
3/31/202053,6021,433N/A4,500N/A
12/31/201956,7642,142N/AN/AN/A
9/30/201955,4371,937N/A5,090N/A
6/30/201953,2081,753N/AN/AN/A
3/31/201952,3811,901N/A2,584N/A
12/31/201850,8721,472N/AN/AN/A
9/30/201849,2031,615N/AN/AN/A
6/30/201847,3791,647N/AN/AN/A
3/31/201846,3901,440N/A189N/A
12/31/201746,4491,352N/AN/AN/A
9/30/201745,8141,309N/AN/AN/A
6/30/201746,3471,301N/AN/AN/A
3/31/201743,8521,231N/A1,585N/A
12/31/201640,404968N/AN/AN/A
9/30/201639,101913N/AN/AN/A
6/30/201638,623764N/AN/AN/A
3/31/201636,346830N/A2,567N/A
12/31/201534,944579N/AN/AN/A
9/30/201533,697567N/AN/AN/A

애널리스트 향후 성장 전망

수입 대 저축률: 500067 의 연간 예상 수익 증가율(21.8%)이 saving rate(6.9%)보다 높습니다.

수익 vs 시장: 500067 의 연간 수익(21.8%)이 Indian 시장(16.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 500067 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: 500067 의 수익(연간 13.7%)이 Indian 시장(연간 11%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 500067 의 수익(연간 13.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 500067의 자본 수익률은 3년 후 19.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/07 13:13
종가2026/08/07 00:00
수익2026/06/30
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Blue Star Limited는 40명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kunal Sheth360 ONE Capital Market Private Limited
null null360 ONE Capital Market Private Limited
Dhruv JainAmbit Capital