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Haryana Leather Chemicals Limited (524080) Fair Value & Analysis

Basic Materials · IN · Market cap ₹134M

HL Haryana Leather Chemicals Limited 524080 · BSE
Price₹60.05
Fair Value₹82.33
Upside+37.1%
Quality69/100
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Healthy Growth
Thin margins · 6.2% net margin
Low debt · generates free cash flow
Ranks above peers (10/14)
Narrow moat 37/100
Evidence: High Range ₹61.74 – ₹102.91 Share as image

Fair value as of: Aug 16, 2026

From 25 valuation models · updated 3 days ago

A solid business, screening 37% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (₹61.74). The market is more pessimistic than our downside scenario.
  • Solid quality (69/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

₹117.28 ₹26.83 Fair Value ₹82.33 Mar 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 ₹26.83 – ₹117.28 · fair‑value band ₹61.74 – ₹102.91 · the ₹60.05 price screens below the ₹82.33 fair value. Dashed = 300-day average. As of Aug 16, 2026.

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Analysis

Haryana Leather Chemicals Limited (524080) currently trades at ₹60.05, while our model-based Fair Value estimate is ₹82.33, implying the stock looks roughly 37.1% undervalued today. The Quality Score stands at 69/100 (solid quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Haryana Leather Chemicals Limited generated revenue of ₹283M at a net margin of 6.2%. Revenue declined 4.8% year over year. It earns a return on equity of 5.4%. Net debt stands at ₹4.1M. Fundamentals as of Aug 16, 2026

Our scenario range runs from ₹61.74 (bear case) to ₹102.91 (bull case); at ₹60.05, the current price sits below 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 32% below its 52-week high and 20% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -68% fair-value upside, at 37%, 524080 screens cheaper 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 ₹91.78 ₹111.59 ₹133.90 80
Residual Income ₹63.14 ₹61.26 ₹51.76 76
Rev-Margin DCF ₹72.19 ₹91.37 ₹112.82 74
All 25 models by family
DCF Models
FCF DCF ₹91.21 ₹113.49 ₹139.86 38
Owner Earnings ₹68.86 ₹83.86 ₹101.61 31
5Y Revenue Exit ₹72.19 ₹90.09 ₹111.49 39
5Y EBITDA Exit ₹74.76 ₹94.72 ₹116.59 41
5Y P/E Exit ₹83.22 ₹109.97 ₹136.63 38
10Y Revenue Exit ₹79.44 ₹95.74 ₹115.10 36
10Y EBITDA Exit ₹81.60 ₹98.43 ₹118.31 37
10Y P/E Exit ₹86.16 ₹107.31 ₹130.94 35
Earnings-Based
Graham-Dodd ₹32.93 ₹84.85 ₹110.51 54
PEG = 1.0 ₹15.97 ₹22.81 ₹29.65 46
EPV ₹40.68 ₹42.82 ₹44.56 59
Dividend Discount
Gordon GGM ₹6.71 ₹10.85 ₹14.58 70
DDM Multi-Stage ₹6.71 ₹9.37 ₹11.67 61
Multiples
P/E Multiple ₹61.74 ₹82.33 ₹102.91 63
P/S Multiple ₹61.74 ₹82.33 ₹102.91 58
P/B Multiple ₹61.74 ₹82.33 ₹102.91 55
EV/EBIT ₹64.73 ₹78.69 ₹92.65 53
EV/EBITDA ₹67.06 ₹81.80 ₹96.54 54
EV/Revenue ₹59.14 ₹74.70 ₹90.26 43
Asset-Based
NCAV (Graham) ₹45.64 ₹61.16 ₹91.29 50
Growth DCF
Growth DCF ₹91.78 ₹111.59 ₹133.90 80
Rev-Margin DCF ₹72.19 ₹91.37 ₹112.82 74
Economic Profit
Residual Income ₹63.14 ₹61.26 ₹51.76 76
ROIC Compounder ₹40.68 ₹42.82 ₹44.56 72
Growth Earnings
Growth-Adj P/E ₹48.93 ₹69.90 ₹90.87 68

Widest divergence: DCF Models (₹95.74) versus Dividend Discount (₹9.37). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹283M
Revenue growth (YoY) -4.8%
Net margin 6.2%
Return on equity 5.4%
Free cash flow ₹42.1M FY2026
P/E ratio 7.3 as of Jul 4, 2026
More key figures
Operating margin 4.8%
EPS (TTM) ₹3.57
EPS growth (YoY) -23.1%
Net debt ₹4.1M FY2025

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

Quality Score breakdown

Overall quality 69/100

Of which business quality 70 · Market factors (momentum, volatility) 41

Profitability 47
Margins and returns on capital today
Quality Growth 53
Are margins and returns improving?
Cashflow 68
Earnings quality: real cash, not paper profit
Fin. Strength 94
Balance sheet, leverage, solvency risk
Investment 78
Disciplined investing over empire-building
Low Volatility 58
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 23
Distance to the 52-week high (market factor)
Net Issuance 82
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

Haryana Leather Chemicals Limited manufactures and sells various performance chemicals for use in leather processing, footwear finishing, textile printing, pressure sensitive adhesives, and PVC additives in India.

Full company description

Haryana Leather Chemicals Limited manufactures and sells various performance chemicals for use in leather processing, footwear finishing, textile printing, pressure sensitive adhesives, and PVC additives in India. The company offers leather chemical products, including syntans, such as replacement, multi-functional, filling protein, penetrating bleaching pre-tanning, and dispersing neutralizing syntans, as well as vegetable tannage-functional blends and acrylic retanning emulsions; and fatliquors comprising soft and light weight, conventional, waterproofing, and automotive fatliquors, as well as emulsifiers, degreasers, and cationic fats. Its leather chemical products also comprise acrylic resins and binders, polyurethane binders, polyurethane top coats, protein binders, compacts, lacquers, fillers and waxes, touch modifiers, correction agents for defects, pull-up oils and auxiliaries, penetrators and levelling agents, cationic finishes, pigments and dye solutions, and specialty finishes. The company also provides PVC additives consisting of acrylic impact modifiers, acrylic processing aids, lubricating acrylic processing aids, and PVC foaming regulator cum processing aids; and footwear finishes, such as brushable creams, self-polishing creams, feel modifier creams, solid waxes, wax based aqueous dressings, resin and NC based dressings, adhesion promoters, revivers, pull up oils and crazy finishes, rectification oils and resins, water repelling agents, coloring dyes, repairers?pigments, detergents and cleaners, and special products. In addition, it offers textile binders comprising polyurethane and acrylic emulsions; aqueous systems and solvent adhesive systems involves industrial tapes, labels, stock rolls, surgical tapes, holographic labels, and film bonding. The company also exports its products. Haryana Leather Chemicals Limited was founded in 1985 and is based in Gurugram, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Haryana Leather Chemicals Limited reported revenue of ₹514M in FY2026 versus ₹389M in FY2022, a compound +7.2%/yr. Reported net income was ₹23.8M in FY2026, compounding +16.0%/yr from FY2022.

Growth Quality 88/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹514M
Latest YoY
+4.8%
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.
+6.5%
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.
+13.0%
Avg. growth/yr (12Y) 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.
+1.1%
Revenue +7.2%/yr
FY22 ₹389M
FY23 ₹425M
FY24 ₹444M
FY25 ₹490M
FY26 ₹514M
Net income +16.0%/yr
FY22 ₹13.1M
FY23 ₹18.6M
FY24 ₹46.2M
FY25 ₹23.0M
FY26 ₹23.8M

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Cite: Fair Value Calculator (2026). "Haryana Leather Chemicals Limited Fair Value". https://www.fairvalue-calculator.com/stock/524080

Peer Group

Specialty Chemicals · 670 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 69 · Top 25%
Fair Value upside +37% · Top 25%
Return on equity (TTM) 5% · Below median
Return on assets 2% · Below median
Net margin (TTM) 6% · Above median
Operating margin (TTM) 5% · Below median
Revenue growth -5% · Below median
Dividend yield (TTM) 3.5% · Top 25%

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 7.3× · Cheaper than 75% of peers
P/B 0.30× · Cheaper than 75% of peers
P/S (TTM) 0.47× · Cheaper than median
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 1.0× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 83 · sector 0
FUTURE 0 · sector 18
PAST 22 · sector 23
HEALTH 100 · sector 95
DIVIDEND 71 · sector 32

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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Aug 16, 2026).

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Asian Paints Limited ASIANPAINT ₹2,630 ₹696.23 -74%
Solar Industries India Limited SOLARINDS ₹18,730 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,702 ₹351.84 -79%
PT Chandra Asri Pacific Tbk TPIA 2,160 IDR 2,322 IDR +8%
Berger Paints India Limited BERGEPAINT ₹541.00 ₹156.35 -71%
Gujarat Fluorochemicals Limited FLUOROCHEM ₹4,566 ₹836.47 -82%
Himadri Speciality Chemical Limited HSCL ₹778.15 ₹248.63 -68%

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Frequently asked questions

Is Haryana Leather Chemicals Limited (524080) overvalued or undervalued?
As of Aug 16, 2026, our model estimates a fair value of ₹82.33 versus a price of ₹60.05, about +37% (undervalued).
What is the fair value of 524080?
Our model-based fair value for Haryana Leather Chemicals Limited is ₹82.33 (as of Aug 16, 2026), built from audited fundamentals. The current price is ₹60.05.
What is the quality score of 524080?
Haryana Leather Chemicals Limited has a Quality Score of 69/100. 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 Haryana Leather Chemicals Limited (524080)?
Haryana Leather Chemicals Limited reported trailing-twelve-month revenue of about ₹283M (latest available figure, as of Aug 16, 2026).
What is the net profit margin of 524080?
The net profit margin of Haryana Leather Chemicals Limited is about 6.2%, meaning it keeps roughly 6.2% of revenue as net income. Based on the latest reported figures.

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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