Vinati Organics Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Vinati Organics Limited (NSE:VINATIORGA) investors will be delighted, with the company turning in some strong numbers with its latest results. The company beat expectations with revenues of ₹23b arriving 4.8% ahead of forecasts. Statutory earnings per share (EPS) were ₹39.09, 5.9% ahead of estimates. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

We've discovered 1 warning sign about Vinati Organics. View them for free.

After the latest results, the nine analysts covering Vinati Organics are now predicting revenues of ₹27.5b in 2026. If met, this would reflect a substantial 20% improvement in revenue compared to the last 12 months. Per-share earnings are expected to jump 22% to ₹47.73. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹28.7b and earnings per share (EPS) of ₹49.70 in 2026. It's pretty clear that pessimism has reared its head after the latest results, leading to a weaker revenue outlook and a minor downgrade to earnings per share estimates.

Check out our latest analysis for Vinati Organics

The analysts made no major changes to their price target of ₹1,957, suggesting the downgrades are not expected to have a long-term impact on Vinati Organics' 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 Vinati Organics at ₹2,354 per share, while the most bearish prices it at ₹1,269. 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.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 20% growth on an annualised basis. That is in line with its 18% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 13% annually. So although Vinati Organics is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. They also downgraded Vinati Organics' revenue estimates, but industry data suggests that it is 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. At Simply Wall St, we have a full range of analyst estimates for Vinati Organics going out to 2028, and you can see them free on our platform here..

However, before you get too enthused, we've discovered 1 warning sign for Vinati Organics that 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.