Kolte-Patil Developers Limited Just Missed EPS By 57%: Here's What Analysts Think Will Happen Next

The analysts might have been a bit too bullish on Kolte-Patil Developers Limited (NSE:KOLTEPATIL), given that the company fell short of expectations when it released its quarterly results last week. Kolte-Patil Developers delivered a grave earnings miss, with both revenues (₹3.1b) and statutory earnings per share (₹1.28) falling badly short of analyst expectations. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

See our latest analysis for Kolte-Patil Developers

Taking into account the latest results, the most recent consensus for Kolte-Patil Developers from five analysts is for revenues of ₹18.4b in 2025. If met, it would imply a major 46% increase on its revenue over the past 12 months. Kolte-Patil Developers is also expected to turn profitable, with statutory earnings of ₹14.30 per share. In the lead-up to this report, the analysts had been modelling revenues of ₹18.9b and earnings per share (EPS) of ₹11.50 in 2025. Although the analysts have lowered their revenue forecasts, they've also made a massive increase in their earnings per share estimates, which implies there's been something of an uptick in sentiment following the latest results.

There's been no real change to the average price target of ₹575, with the lower revenue and higher earnings forecasts not expected to meaningfully impact the company's valuation over a longer timeframe. 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. Currently, the most bullish analyst values Kolte-Patil Developers at ₹664 per share, while the most bearish prices it at ₹480. 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.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's clear from the latest estimates that Kolte-Patil Developers' rate of growth is expected to accelerate meaningfully, with the forecast 113% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 14% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 22% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Kolte-Patil Developers to grow faster than the wider industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Kolte-Patil Developers following these results. Regrettably, they also downgraded their revenue estimates, but the latest forecasts still imply the business will grow faster than the wider industry. Even so, earnings are more important to the intrinsic value of the business. The consensus price target held steady at ₹575, 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 Kolte-Patil Developers. Long-term earnings power is much more important than next year's profits. We have forecasts for Kolte-Patil Developers 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 2 warning signs for Kolte-Patil Developers (of which 1 makes us a bit uncomfortable!) 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.