V.I.P. Industries Limited (NSE:VIPIND) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

As you might know, V.I.P. Industries Limited (NSE:VIPIND) last week released its latest quarterly, and things did not turn out so great for shareholders. It was not a great statutory result, with revenues coming in 24% lower than the analysts predicted. Unsurprisingly, earnings also fell seriously short of forecasts, turning into a per-share loss of ₹10.08. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Following the latest results, V.I.P. Industries' twelve analysts are now forecasting revenues of ₹20.2b in 2026. This would be a reasonable 2.9% improvement in revenue compared to the last 12 months. Losses are presumed to be contained, narrowing 15% from last year to ₹15.90, on a statutory basis. In the lead-up to this report, the analysts had been modelling revenues of ₹22.5b and earnings per share (EPS) of ₹3.02 in 2026. So we can see that the consensus has become notably more bearish on V.I.P. Industries' outlook following these results, with a substantial drop in next year's revenue estimates. Furthermore, they expect the business to be loss-making next year, compared to their previous calls for a profit.

Check out our latest analysis for V.I.P. Industries

The average price target was broadly unchanged at ₹373, perhaps implicitly signalling that the weaker earnings outlook is not expected to have a long-term impact on the valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values V.I.P. Industries at ₹491 per share, while the most bearish prices it at ₹276. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that V.I.P. Industries' revenue growth is expected to slow, with the forecast 5.8% annualised growth rate until the end of 2026 being well below the historical 20% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 13% per year. Factoring in the forecast slowdown in growth, it seems obvious that V.I.P. Industries is also expected to grow slower than other industry participants.

The Bottom Line

The biggest low-light for us was that the forecasts for V.I.P. Industries dropped from profits to a loss next year. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. The consensus price target held steady at ₹373, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on V.I.P. Industries. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for V.I.P. Industries going out to 2028, and you can see them free on our platform here..

You should always think about risks though. Case in point, we've spotted 1 warning sign for V.I.P. Industries you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.