Thermax (THERMAX) 주식 개요
Thermax Limited는 인도 및 전 세계에 에너지, 환경 및 화학 솔루션을 제공합니다. 자세히 보기
THERMAX Community Fair Values
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Analyst Price Targets
Thermax Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | ₹4,590.60 |
| 52주 최고가 | ₹4,880.00 |
| 52주 최저가 | ₹2,742.70 |
| 베타 | 0.20 |
| 1개월 변동 | 10.45% |
| 3개월 변동 | 44.25% |
| 1년 변동 | 31.70% |
| 3년 변동 | 96.59% |
| 5년 변동 | 222.49% |
| IPO 이후 변동 | 7,260.27% |
최근 뉴스 및 업데이트
분석 기사 • 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...
내러티브 업데이트 • 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.분석 기사 • 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
분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).
내러티브 업데이트 • 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).내러티브 업데이트 • 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).
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.주주 수익률
| THERMAX | IN Machinery | IN 시장 | |
|---|---|---|---|
| 7D | 4.0% | 4.5% | 2.1% |
| 1Y | 31.7% | 17.1% | 0.8% |
수익률 대 산업: THERMAX은 지난 1년 동안 17.1%의 수익을 기록한 Indian Machinery 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: THERMAX은 지난 1년 동안 0.8%를 기록한 Indian 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| THERMAX volatility | |
|---|---|
| THERMAX Average Weekly Movement | 6.4% |
| Machinery Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in IN Market | 10.3% |
| 10% least volatile stocks in IN Market | 4.8% |
안정적인 주가: THERMAX는 지난 3개월 동안 Indian 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: THERMAX의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1966 | 5,601 | Ashish Bhandari | www.thermaxglobal.com |
써맥스 리미티드는 인도 및 국제적으로 에너지, 환경 및 화학 솔루션을 제공합니다. 산업 제품, 산업 인프라, 그린 솔루션, 화학 부문을 통해 사업을 운영하고 있습니다. 이 회사는 증기 흡수 및 하이브리드 냉각기, 삼중 효과 냉각기, 냉각기-히터, 히트 펌프, 히트 펌프 냉각기 및 열 변압기, 증발식 응축기, 폐쇄 루프 냉각탑, 단열 및 건식 냉각기, 공냉식 열교환기, 산업용 냉동 및 재생 에너지 솔루션을 제공합니다.
Thermax Limited 기초 지표 요약
| THERMAX 기초 통계 | |
|---|---|
| 시가총액 | ₹517.08b |
| 순이익 (TTM) | ₹7.21b |
| 매출 (TTM) | ₹106.94b |
71.8x
주가수익비율(P/E)4.8x
주가매출비율(P/S)THERMAX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| THERMAX 손익계산서 (TTM) | |
|---|---|
| 매출 | ₹106.94b |
| 매출원가 | ₹69.56b |
| 총이익 | ₹37.38b |
| 기타 비용 | ₹30.18b |
| 순이익 | ₹7.21b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 63.96 |
| 총이익률 | 34.96% |
| 순이익률 | 6.74% |
| 부채/자본 비율 | 41.0% |
THERMAX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.3%
현재 배당 수익률22%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/27 17:08 |
| 종가 | 2026/05/27 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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
Thermax Limited는 44명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| 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 |