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Concord Enviro Systems Limited (CEWATER) Fair Value & Analysis

Utilities · IN · Market cap ₹7.3B

CE Concord Enviro Systems Limited CEWATER · NSE
Price₹261.00
Fair Value₹147.83
Upside-43.4%
Quality25/100
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Expensive Growth
Thin margins · 3.5% net margin
Low debt · negative free cash flow
Trails peers (3/12)
Narrow moat 29/100
Evidence: Medium Range ₹103.48 – ₹192.18 Share as image

Fair value as of: Aug 2, 2026

From 15 valuation models · updated 11 days ago

Share price −21.6% over the past month.

Below-average quality, and screening another 43% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (₹192.18). The favourable scenario is already priced in.
  • Weak quality (25/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (₹103.48 to ₹192.18) leaves room in how you read the outcome.
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Price vs Fair Value (19 months)

₹827.10 ₹241.25 Fair Value ₹147.83 Dec 2024 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.

How to read this chart

19‑month range ₹241.25 – ₹827.10 · fair‑value band ₹103.48 – ₹192.18 · the ₹261.00 price screens above the ₹147.83 fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Concord Enviro Systems Limited (CEWATER) currently trades at ₹261.00, while our model-based Fair Value estimate is ₹147.83, implying the stock looks roughly 43.4% overvalued today. The Quality Score stands at 25/100 (below-average quality), in the Utilities 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: medium).

Over the trailing twelve months, Concord Enviro Systems Limited generated revenue of ₹5.6B at a net margin of 3.5%. Revenue declined 0.5% year over year. It earns a return on equity of 4.1%. Net debt stands at ₹1.0B. Fundamentals as of Aug 2, 2026

Our scenario range runs from ₹103.48 (bear case) to ₹192.18 (bull case); at ₹261.00, 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 60% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at -10% fair-value upside, at -43%, CEWATER 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
ROIC Compounder ₹104.99 ₹116.88 ₹127.13 72
Growth-Adj P/E ₹103.48 ₹147.83 ₹192.18 68
P/E Multiple ₹128.87 ₹171.83 ₹214.79 63
All 15 models by family
DCF Models
Owner Earnings ₹117.99 ₹176.10 ₹267.96 31
Earnings-Based
Graham-Dodd ₹64.91 ₹258.37 ₹351.08 54
Lynch FV ₹64.08 ₹91.55 ₹119.01 50
PEG = 1.0 ₹64.08 ₹91.55 ₹119.01 46
EPV ₹104.99 ₹116.88 ₹127.13 59
Multiples
P/E Multiple ₹128.87 ₹171.83 ₹214.79 63
P/S Multiple ₹121.71 ₹162.29 ₹202.86 58
P/B Multiple ₹121.71 ₹162.29 ₹202.86 55
EV/EBIT ₹138.72 ₹175.06 ₹211.39 53
EV/EBITDA ₹162.42 ₹206.66 ₹250.91 54
EV/Revenue ₹117.88 ₹155.67 ₹193.47 43
Asset-Based
NCAV (Graham) ₹138.09 ₹185.03 ₹276.17 50
Economic Profit
Residual Income ₹199.45 ₹194.04 ₹165.33 61
ROIC Compounder ₹104.99 ₹116.88 ₹127.13 72
Growth Earnings
Growth-Adj P/E ₹103.48 ₹147.83 ₹192.18 68

Widest divergence: Asset-Based (₹185.03) versus Earnings-Based (₹91.55). Highest evidence: ROIC Compounder (72).

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Key figures & financial health

Revenue (TTM) ₹5.6B
Revenue growth (YoY) -0.5%
Net margin 3.5%
Return on equity 4.1%
Free cash flow −₹593M FY2026
P/E ratio 31.9
More key figures
Operating margin 6.5%
EPS (TTM) ₹11.02
EPS growth (YoY) -69.1%
Net debt ₹1.0B FY2026

Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 25/100

Of which business quality 27 · Market factors (momentum, volatility) 13

Profitability 27
Margins and returns on capital today
Quality Growth 2
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 58
Balance sheet, leverage, solvency risk
Investment 35
Disciplined investing over empire-building
Low Volatility 23
Calm price path (market factor)
Momentum 13
Price trend over the last 3–12 months (market factor)
52W Momentum 3
Distance to the 52-week high (market factor)
Net Issuance 42
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

Concord Enviro Systems Limited engages in providing water and wastewater treatment, and reuse solutions. It offers effluent treatment plants, anaerobic digestors, membrane bio-reactors, and sewage treatment plants; and membrane-based systems, such as ultra-filtration, nano-filtration, reverse osmosis, desalination systems, waste heat evaporators, and …

Full company description

Concord Enviro Systems Limited engages in providing water and wastewater treatment, and reuse solutions. It offers effluent treatment plants, anaerobic digestors, membrane bio-reactors, and sewage treatment plants; and membrane-based systems, such as ultra-filtration, nano-filtration, reverse osmosis, desalination systems, waste heat evaporators, and rehabilitation and modification services. The company also provides plant operations and maintenance; consumables and spare parts, including membranes, plants chemicals, and consumables; and compressed biogas plants installation services, as well as zero liquid discharge systems and plants. It serves customers in pharmaceuticals, chemicals, distillery, food and beverage, automobiles, leachate, steel, textiles, oil and gas, tanneries, cement, paper, paint, electronics, mining and minerals, real estate, and sea water desalination solutions industries in Asia, Africa, Latin America, and Europe. The company was founded in 1992 and is based in Mumbai, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Concord Enviro Systems Limited reported revenue of ₹5.6B in FY2026 versus ₹3.3B in FY2022, a compound +14.3%/yr. Reported net income was ₹198M in FY2026, compounding +4.6%/yr from FY2022.

Growth Quality 52/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹5.6B
Latest YoY
−5.7%
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.
+17.8%
Revenue +14.3%/yr
FY22 ₹3.3B
FY23 ₹3.4B
FY24 ₹4.9B
FY25 ₹5.9B
FY26 ₹5.6B
Net income +4.6%/yr
FY22 ₹165M
FY23 ₹54.9M
FY24 ₹414M
FY25 ₹515M
FY26 ₹198M

CEWATER screens 43% overvalued. Compare with American Water Works Company →

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Cite: Fair Value Calculator (2026). "Concord Enviro Systems Limited Fair Value". https://www.fairvalue-calculator.com/stock/CEWATER

Peer Group

Utilities - Regulated Water · 67 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 25 · Bottom 25%
Fair Value upside −43% · Below median
Return on equity (TTM) 4% · Below median
Return on assets 1% · Below median
Net margin (TTM) 4% · Below median
Operating margin (TTM) 7% · Bottom 25%
Revenue growth -1% · Below median
Debt / equity 0.01× · Lower than 75% of peers

Valuation Multiples vs Utilities - Regulated Water median · lower = cheaper

P/E (TTM) 31.9× · Pricier than 75% of peers
P/B 1.27× · Cheaper than median
P/S (TTM) 1.31× · Cheaper than median
EV/EBITDA 17.6× · Pricier 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 0 · sector 0
FUTURE 0 · sector 28
PAST 17 · sector 29
HEALTH 100 · sector 66
DIVIDEND 0 · sector 47

VALUE 0: the price sits above our fair-value range.

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 Utilities - Regulated Water stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

Stock Price Fair Value vs Fair Value
American Water Works Company AWK $134.33 $65.80 -51%
SBSP3 SBSP3 R$29.22 R$31.23 +7%
SBS SBS $5.79 $5.21 -10%
Essential Utilities, Inc WTRG $38.59 $21.81 -43%
CSMG3 CSMG3 R$66.10 R$60.17 -9%
Grandblue Environment Co 600323 ¥29.42 ¥33.29 +13%
American States Water Company AWR $85.01 $48.02 -44%
Chengdu Xingrong Environment Co 000598 ¥6.97 ¥10.74 +54%
California Water Service Group CWT $49.73 $33.56 -33%
Chongqing Water Group 601158 ¥4.12 ¥2.77 -33%

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Frequently asked questions

Is Concord Enviro Systems Limited (CEWATER) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of ₹147.83 versus a price of ₹261.00, about −43% (overvalued).
What is the fair value of CEWATER?
Our model-based fair value for Concord Enviro Systems Limited is ₹147.83 (as of Aug 2, 2026), built from audited fundamentals. The current price is ₹261.00.
What is the quality score of CEWATER?
Concord Enviro Systems Limited has a Quality Score of 25/100. 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 Concord Enviro Systems Limited (CEWATER)?
Concord Enviro Systems Limited reported trailing-twelve-month revenue of about ₹5.6B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of CEWATER?
The net profit margin of Concord Enviro Systems Limited is about 3.5%, meaning it keeps roughly 3.5% 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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