Transformers and Rectifiers (India) Limited

NSEI:TARIL Stock Report

Market Cap: ₹147.0b

Transformers and Rectifiers (India) Valuation

Is TARIL undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of TARIL when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: TARIL (₹978.5) is trading above our estimate of fair value (₹471.01)

Significantly Below Fair Value: TARIL is trading above our estimate of fair value.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for TARIL?

Key metric: As TARIL is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for TARIL. This is calculated by dividing TARIL's market cap by their current earnings.
What is TARIL's PE Ratio?
PE Ratio121.7x
Earnings₹1.21b
Market Cap₹147.00b

Price to Earnings Ratio vs Peers

How does TARIL's PE Ratio compare to its peers?

The above table shows the PE ratio for TARIL vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average61.4x
FINCABLES Finolex Cables
24.5x10.4%₹171.5b
532953 V-Guard Industries
61x20.2%₹181.0b
RRKABEL R R Kabel
62.7x34.6%₹165.2b
SCHNEIDER Schneider Electric Infrastructure
97.5xn/a₹192.0b
TARIL Transformers and Rectifiers (India)
121.7x50.8%₹147.0b

Price-To-Earnings vs Peers: TARIL is expensive based on its Price-To-Earnings Ratio (121.7x) compared to the peer average (61.4x).


Price to Earnings Ratio vs Industry

How does TARIL's PE Ratio compare vs other companies in the IN Electrical Industry?

2 CompaniesPrice / EarningsEstimated GrowthMarket Cap
504058 Indo National
2.7xn/aUS$45.52m
533203 Tarapur Transformers
4.2xn/aUS$6.67m
No more companies available in this PE range
TARIL 121.7xIndustry Avg. 47.2xNo. of Companies13PE020406080100+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: TARIL is expensive based on its Price-To-Earnings Ratio (121.7x) compared to the Indian Electrical industry average (47.2x).


Price to Earnings Ratio vs Fair Ratio

What is TARIL's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

TARIL PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio121.7x
Fair PE Ratio81.9x

Price-To-Earnings vs Fair Ratio: TARIL is expensive based on its Price-To-Earnings Ratio (121.7x) compared to the estimated Fair Price-To-Earnings Ratio (81.9x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst TARIL forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current₹978.50
₹920.50
-5.9%
6.5%₹980.00₹861.00n/a2
Nov ’25₹913.20
₹920.50
+0.8%
6.5%₹980.00₹861.00n/a2
Oct ’25₹651.45
₹920.50
+41.3%
6.5%₹980.00₹861.00n/a2
Sep ’25₹744.50
₹920.50
+23.6%
6.5%₹980.00₹861.00n/a2
Aug ’25₹735.40
₹920.50
+25.2%
6.5%₹980.00₹861.00n/a2
Jul ’25₹758.90
₹718.00
-5.4%
19.9%₹861.00₹575.00n/a2
Jun ’25₹700.00
₹711.00
+1.6%
19.1%₹847.00₹575.00n/a2

Analyst Forecast: Target price is lower than the current share price.


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