Coromandel International Limited Just Recorded A 20% EPS Beat: Here's What Analysts Are Forecasting Next

A week ago, Coromandel International Limited (NSE:COROMANDEL) came out with a strong set of second-quarter numbers that could potentially lead to a re-rate of the stock. Coromandel International delivered a significant beat to revenue and earnings per share (EPS) expectations, hitting ₹74b-13% above indicated-and₹22.53-20% above forecasts- respectively Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

See our latest analysis for Coromandel International

Taking into account the latest results, the most recent consensus for Coromandel International from ten analysts is for revenues of ₹232.2b in 2025. If met, it would imply a credible 7.8% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to surge 30% to ₹60.37. Before this earnings report, the analysts had been forecasting revenues of ₹230.4b and earnings per share (EPS) of ₹61.27 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

There were no changes to revenue or earnings estimates or the price target of ₹1,773, suggesting that the company has met expectations in its recent result. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Coromandel International, with the most bullish analyst valuing it at ₹1,970 and the most bearish at ₹1,300 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Coromandel International's past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of Coromandel International'shistorical trends, as the 16% annualised revenue growth to the end of 2025 is roughly in line with the 15% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 13% per year. So it's pretty clear that Coromandel International is forecast to grow substantially faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for Coromandel International going out to 2027, and you can see them free on our platform here.

And what about risks? Every company has them, and we've spotted 1 warning sign for Coromandel International you should know about.

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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.