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Havells India Limited (517354) Fair Value & Analysis

Other · IN · Market cap ₹444B

HI Havells India Limited 517354 · BSE
Price₹1,298
Fair Value₹381.02
Upside-70.7%
Quality66/100
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Mixed Growth
Thin margins · 9.1% net margin
Low debt
1.03% dividend yield
Moderate moat 53/100
Evidence: High Range ₹195.86 – ₹498.62 Share as image

Fair value as of: Aug 16, 2026

From 26 valuation models · updated today

Share price +10.2% over the past month.

A solid business, but screening 71% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (₹498.62). The favourable scenario is already priced in.
  • Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (₹195.86 to ₹498.62) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

₹2,053 ₹948.10 Fair Value ₹381.02 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 16, 2026.

How to read this chart

60‑month range ₹948.10 – ₹2,053 · fair‑value band ₹195.86 – ₹498.62 · the ₹1,298 price screens above the ₹381.02 fair value. Dashed = 300-day average. As of Aug 16, 2026.

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Analysis

Havells India Limited (517354) currently trades at ₹1,298, while our model-based Fair Value estimate is ₹381.02, implying the stock looks roughly 70.7% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Other sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Havells India Limited generated revenue of ₹84.3B at a net margin of 9.1%. Revenue grew 10.2% year over year. It earns a return on equity of 17.2%. The stock trades on a trailing P/E of 67.3 (as of Aug 16, 2026). Fundamentals as of Aug 16, 2026

Our scenario range runs from ₹195.86 (bear case) to ₹498.62 (bull case); at ₹1,298, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 15% above its 52-week low, currently above its 200-day average. For context, the median of 10 Other peers we cover trades at -24% fair-value upside, at -71%, 517354 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF ₹173.26 ₹333.41 ₹637.75 80
Residual Income ₹159.56 ₹205.43 ₹664.78 76
Rev-Margin DCF ₹237.08 ₹454.72 ₹752.40 74
All 26 models by family
DCF Models
FCF DCF ₹176.53 ₹345.63 ₹708.78 38
Owner Earnings ₹260.27 ₹526.35 ₹1,046 31
5Y Revenue Exit ₹237.08 ₹465.61 ₹792.19 39
5Y EBITDA Exit ₹226.56 ₹442.76 ₹727.15 41
5Y P/E Exit ₹253.10 ₹500.43 ₹798.71 38
10Y Revenue Exit ₹207.90 ₹426.51 ₹795.60 36
10Y EBITDA Exit ₹210.46 ₹408.84 ₹736.91 37
10Y P/E Exit ₹228.86 ₹453.43 ₹801.49 35
Earnings-Based
Graham-Dodd ₹159.92 ₹879.80 ₹1,221 54
Lynch FV ₹244.96 ₹349.95 ₹454.93 50
PEG = 1.0 ₹244.96 ₹349.95 ₹454.93 46
EPV ₹218.45 ₹256.84 ₹290.95 59
Dividend Discount
Gordon GGM ₹96.31 ₹210.27 ₹353.78 70
DDM Multi-Stage ₹96.31 ₹172.24 ₹219.13 61
Multiples
P/E Multiple ₹299.86 ₹399.81 ₹499.76 63
P/S Multiple ₹299.86 ₹399.81 ₹499.76 58
P/B Multiple ₹299.17 ₹398.90 ₹498.62 55
EV/EBIT ₹298.11 ₹397.16 ₹496.21 53
EV/EBITDA ₹261.18 ₹347.92 ₹434.66 54
EV/Revenue ₹258.49 ₹368.86 ₹479.23 43
Asset-Based
NCAV (Graham) ₹66.48 ₹89.09 ₹132.97 50
Growth DCF
Growth DCF ₹173.26 ₹333.41 ₹637.75 80
Rev-Margin DCF ₹237.08 ₹454.72 ₹752.40 74
Economic Profit
Residual Income ₹159.56 ₹205.43 ₹664.78 76
ROIC Compounder ₹257.06 ₹369.21 ₹527.93 72
Growth Earnings
Growth-Adj P/E ₹321.64 ₹459.48 ₹597.32 68

Widest divergence: Growth Earnings (₹459.48) versus Asset-Based (₹89.09). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹84.3B
Revenue growth (YoY) +10.2%
Net margin 9.1%
Return on equity 17.2%
P/E ratio 67.3 as of Aug 16, 2026
Operating margin 9.9%
More key figures
EPS (TTM) ₹12.28
Dividend yield 1.0%
EPS growth (YoY) +81.5%

Figures from reported company fundamentals · as of Aug 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 66/100

Of which business quality 65 · Market factors (momentum, volatility) 45

Profitability 72
Margins and returns on capital today
Quality Growth 69
Are margins and returns improving?
Cashflow 31
Earnings quality: real cash, not paper profit
Fin. Strength 79
Balance sheet, leverage, solvency risk
Investment 62
Disciplined investing over empire-building
Low Volatility 80
Calm price path (market factor)
Momentum 33
Price trend over the last 3–12 months (market factor)
52W Momentum 27
Distance to the 52-week high (market factor)
Net Issuance 81
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Havells India Limited, a fast moving electrical goods company, manufactures, sells, and exports industrial and consumer electrical products in India and internationally. It operates through five segments: Switchgears, Cables, Lighting and Fixtures, Electrical Consumer Durables, and Lloyd Consumer.

Full company description

Havells India Limited, a fast moving electrical goods company, manufactures, sells, and exports industrial and consumer electrical products in India and internationally. It operates through five segments: Switchgears, Cables, Lighting and Fixtures, Electrical Consumer Durables, and Lloyd Consumer. The company offers switches; switchgears, such as circuit breakers, energy savers, human safety equipment, distribution boards, surge protection devices, and control and monitoring devices, as well as electrical wiring accessories, industrial motors, and capacitors; appliances, including cooking, food preparation, brewing, garment care, climate control appliances, and air purifiers; and cables consisting of domestic cables and industrial underground cables, as well flexible cables. It also provides fans comprising ceiling, table, pedestal, wall, ceiling mounting, personal, and domestic exhaust fans; lighting solutions; storage, instant, instantaneous gas, solar water heaters, and online electric hot water taps; pumps, such as centrifugal, mono block, and submersible pumps; water purifiers; air conditioners; televisions; refrigerator; washing machines; air circulators; heavy duty exhaust fans; and air coolers. In addition, the company offers motors, including crane duty, smoke, brake, inverter duty, and energy efficient motors; reactive power solutions; and personal grooming products. Further, it provides lighting products, such as LED, and industrial and commercial luminaries; down lighters; landscape and area lighting products; lamps; home decor items; and spotlights, as well as LED strips, battens, COB, panels, etc. The company offers its products under the Havells, Lloyd, Crabtree, Standard, an REO brands. Havells India Limited was founded in 1958 and is headquartered in Noida, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Havells India Limited reported revenue of ₹218B in FY2025 versus ₹105B in FY2021, a compound +20.1%/yr. Reported net income was ₹14.7B in FY2025, compounding +9.0%/yr from FY2021.

Growth Quality 81/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
₹218B
Latest YoY
+17.1%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+16.0%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+18.2%
Avg. growth/yr (11Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.3%
Revenue +20.1%/yr
FY21 ₹105B
FY22 ₹139B
FY23 ₹168B
FY24 ₹186B
FY25 ₹218B
Net income +9.0%/yr
FY21 ₹10.4B
FY22 ₹12.0B
FY23 ₹10.7B
FY24 ₹12.7B
FY25 ₹14.7B

517354 screens 71% overvalued. Compare with Federal Home Loan Mortgage Corporation →

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Cite: Fair Value Calculator (2026). "Havells India Limited Fair Value". https://www.fairvalue-calculator.com/stock/517354

Peer Group

Other · 385 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 66 · Top 25%
Fair Value upside −71% · Bottom 25%
Return on equity (TTM) 17% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 9% · Top 25%
Operating margin (TTM) 10% · Top 25%
Revenue growth 10% · Top 25%
Dividend yield (TTM) 1.0% · Below median

Valuation Multiples vs Other median · lower = cheaper

P/E (TTM) 67.3× · Pricier than 75% of peers
P/B 5.33× · Pricier than 75% of peers
P/S (TTM) 5.26× · Pricier than 75% of peers
EV/EBITDA 43.1× · Pricier than 75% of peers

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Other stocks, each showing price versus our Fair Value estimate (as of Aug 16, 2026).

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Wipro Limited 507685 ₹183.80 ₹193.38 +5%
540376 540376 ₹4,054 ₹1,542 -62%
540777 540777 ₹536.00 ₹149.72 -72%
Lupin Limited 500257 ₹2,265 ₹1,983 -12%
Dabur India Limited 500096 ₹413.80 ₹122.93 -70%
540719 540719 ₹1,835 ₹872.41 -52%

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Frequently asked questions

Is Havells India Limited (517354) overvalued or undervalued?
As of Aug 16, 2026, our model estimates a fair value of ₹381.02 versus a price of ₹1,298, about −71% (overvalued).
What is the fair value of 517354?
Our model-based fair value for Havells India Limited is ₹381.02 (as of Aug 16, 2026), built from audited fundamentals. The current price is ₹1,298.
What is the quality score of 517354?
Havells India Limited has a Quality Score of 66/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Havells India Limited (517354)?
Havells India Limited reported trailing-twelve-month revenue of about ₹84.3B (latest available figure, as of Aug 16, 2026).
What is the net profit margin of 517354?
The net profit margin of Havells India Limited is about 9.1%, meaning it keeps roughly 9.1% of revenue as net income. Based on the latest reported figures.
Does Havells India Limited pay a dividend?
Havells India Limited currently shows a dividend yield of about 1.03% relative to its recent price (as of Aug 16, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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