Gujarat Pipavav Port Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Gujarat Pipavav Port Limited (NSE:GPPL) just released its latest second-quarter results and things are looking bullish. Gujarat Pipavav Port delivered a significant beat to revenue and earnings per share (EPS) expectations, hitting ₹3.0b-19% above indicated-and₹3.32-58% above forecasts- respectively The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Taking into account the latest results, Gujarat Pipavav Port's seven analysts currently expect revenues in 2026 to be ₹10.8b, approximately in line with the last 12 months. Statutory earnings per share are forecast to dip 8.1% to ₹9.07 in the same period. Before this earnings report, the analysts had been forecasting revenues of ₹10.4b and earnings per share (EPS) of ₹9.03 in 2026. There doesn't appear to have been a major change in sentiment following the results, other than the modest lift to revenue estimates.

See our latest analysis for Gujarat Pipavav Port

Even though revenue forecasts increased, there was no change to the consensus price target of ₹157, suggesting the analysts are focused on earnings as the driver of value creation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Gujarat Pipavav Port at ₹200 per share, while the most bearish prices it at ₹120. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Gujarat Pipavav Port's past performance and to peers in the same industry. We would highlight that Gujarat Pipavav Port's revenue growth is expected to slow, with the forecast 2.4% annualised growth rate until the end of 2026 being well below the historical 8.9% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 6.4% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Gujarat Pipavav Port.

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. They also upgraded their revenue estimates for next year, even though it is expected to grow slower 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.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Gujarat Pipavav Port going out to 2028, and you can see them free on our platform here..

Before you take the next step you should know about the 1 warning sign for Gujarat Pipavav Port that we have uncovered.

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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.