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De Nora India Limited (DENORA) Fair Value & Analysis

Industrials · IN · Market cap ₹4.9B

DN De Nora India Limited DENORA · NSE
Price₹846.30
Fair Value₹289.98
Upside-65.7%
Quality67/100
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Healthy Growth
Thin margins · 7.5% net margin
Low debt · generates free cash flow
Mixed vs. peers (6/13)
Narrow moat 37/100
Evidence: High Range ₹206.53 – ₹362.48 Share as image

Fair value as of: Aug 2, 2026

From 26 valuation models · updated 11 days ago

Share price −4.2% over the past month.

A solid business, but screening 66% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (₹362.48). The favourable scenario is already priced in.
  • Solid but not exceptional quality (67/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

₹2,251 ₹243.28 Fair Value ₹289.98 Apr 2021 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

60‑month range ₹243.28 – ₹2,251 · fair‑value band ₹206.53 – ₹362.48 · the ₹846.30 price screens above the ₹289.98 fair value. Dashed = 300-day average. As of Aug 2, 2026.

Full chart & analysis →

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Analysis

De Nora India Limited (DENORA) currently trades at ₹846.30, while our model-based Fair Value estimate is ₹289.98, implying the stock looks roughly 65.7% overvalued today. The Quality Score stands at 67/100 (solid quality), in the Industrials 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, De Nora India Limited generated revenue of ₹1.2B at a net margin of 7.5%. Revenue grew 7.0% year over year. It earns a return on equity of 7.3%. The balance sheet holds a net cash position of ₹204M. Fundamentals as of Aug 2, 2026

Our scenario range runs from ₹206.53 (bear case) to ₹362.48 (bull case); at ₹846.30, 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 15% below its 52-week high and 51% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -66%, DENORA 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 ₹259.45 ₹462.60 ₹764.16 80
Residual Income ₹193.56 ₹201.57 ₹211.75 76
Rev-Margin DCF ₹165.17 ₹245.73 ₹356.25 74
All 26 models by family
DCF Models
FCF DCF ₹265.09 ₹458.39 ₹860.63 38
Owner Earnings ₹213.69 ₹377.63 ₹674.12 31
5Y Revenue Exit ₹165.17 ₹246.37 ₹355.53 39
5Y EBITDA Exit ₹189.17 ₹298.75 ₹438.40 41
5Y P/E Exit ₹282.90 ₹503.26 ₹767.74 38
10Y Revenue Exit ₹193.97 ₹285.07 ₹425.53 36
10Y EBITDA Exit ₹212.71 ₹323.85 ₹497.23 37
10Y P/E Exit ₹274.93 ₹475.25 ₹782.20 35
Earnings-Based
Graham-Dodd ₹115.99 ₹646.47 ₹897.62 54
Lynch FV ₹180.66 ₹258.09 ₹335.51 50
PEG = 1.0 ₹180.66 ₹258.09 ₹335.51 46
EPV ₹78.28 ₹84.56 ₹89.98 59
Dividend Discount
Gordon GGM ₹17.56 ₹35.00 ₹53.00 70
DDM Multi-Stage ₹17.56 ₹30.25 ₹36.94 61
Multiples
P/E Multiple ₹268.66 ₹358.22 ₹447.77 63
P/S Multiple ₹217.49 ₹289.98 ₹362.48 58
P/B Multiple ₹217.49 ₹289.98 ₹362.48 55
EV/EBIT ₹150.07 ₹187.26 ₹224.45 53
EV/EBITDA ₹161.21 ₹202.11 ₹243.01 54
EV/Revenue ₹118.14 ₹152.26 ₹186.39 43
Asset-Based
NCAV (Graham) ₹121.82 ₹163.24 ₹243.64 50
Growth DCF
Growth DCF ₹259.45 ₹462.60 ₹764.16 80
Rev-Margin DCF ₹165.17 ₹245.73 ₹356.25 74
Economic Profit
Residual Income ₹193.56 ₹201.57 ₹211.75 76
ROIC Compounder ₹78.28 ₹84.56 ₹89.98 72
Growth Earnings
Growth-Adj P/E ₹271.57 ₹387.95 ₹504.34 68

Widest divergence: Growth Earnings (₹387.95) versus Dividend Discount (₹30.25). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹1.2B
Revenue growth (YoY) +7.0%
Net margin 7.5%
Return on equity 7.3%
Free cash flow ₹91.0M FY2026
P/E ratio 54.2
More key figures
Operating margin -12.7%
EPS (TTM) ₹17.10
EPS growth (YoY) +18.0%
Net cash ₹204M FY2026

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

Quality Score breakdown

Overall quality 67/100

Of which business quality 67 · Market factors (momentum, volatility) 62

Profitability 44
Margins and returns on capital today
Quality Growth 79
Are margins and returns improving?
Cashflow 52
Earnings quality: real cash, not paper profit
Fin. Strength 89
Balance sheet, leverage, solvency risk
Investment 65
Disciplined investing over empire-building
Low Volatility 71
Calm price path (market factor)
Momentum 63
Price trend over the last 3–12 months (market factor)
52W Momentum 50
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

De Nora India Limited manufactures, sells, and services electrolytic products in India and internationally. The company offers anodes for chlorine and oxygen evolution; cathodes for hydrogen evolution; disinfection systems; electrodes for metal winning; electrodes and accessories for cathodic protection; membrane technologies; and water technology products.

Full company description

De Nora India Limited manufactures, sells, and services electrolytic products in India and internationally. The company offers anodes for chlorine and oxygen evolution; cathodes for hydrogen evolution; disinfection systems; electrodes for metal winning; electrodes and accessories for cathodic protection; membrane technologies; and water technology products. It is also involved in the manufacturing and recoating of anodes and cathodes for electrolytic processes in the chlor-alkali industry. In addition, it provides chlorate cells; Sanilec and Seaclor for seawater systems; Seaclor Mac, a brine-based system; LIDA MMO coated titanium anodes for ICCP; platinized anodes for surface finishing; and Solar Mac, a system that produces clean water from clean energy. It serves the energy transition; non-ferrous metal recovery; oil and gas offshore; pulp and paper; mining and metal refining and recovery; surface finishing, planting, and galvanizing; and plumbing and decorative industries. The company was formerly known as Titanor Components Limited and changed its name to De Nora India Limited in June 2007. The company was founded in 1988 and is based in Ponda, India. De Nora India Limited is a subsidiary of Oronzio De Nora International B.V.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

De Nora India Limited reported revenue of ₹1.2B in FY2026 versus ₹736M in FY2022, a compound +13.4%/yr. Reported net income was ₹90.6M in FY2026, compounding −12.5%/yr from FY2022.

Growth Quality 85/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹1.2B
Latest YoY
+77.3%
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.
+18.8%
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.
+19.3%
Avg. growth/yr (20Y) 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.
+7.1%
Revenue +13.4%/yr
FY22 ₹736M
FY23 ₹726M
FY24 ₹742M
FY25 ₹686M
FY26 ₹1.2B
Net income −12.5%/yr
FY22 ₹155M
FY23 ₹203M
FY24 ₹190M
FY25 ₹16.9M
FY26 ₹90.6M
Character of growth · EPS growth decomposed (2015-2026) +10.1 % p.a.
Revenue per share +13.0 pp

of which total revenue +13.0 pp · buybacks/dilution +0.0 pp

EBIT margin −3.6 pp
Tax rate +1.2 pp
Residual (interest, one-offs) −0.4 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

DENORA screens 66% overvalued. Compare with Contemporary Amperex Technology Co →

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

Peer Group

Electrical Equipment & Parts · 534 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 67 · Top 25%
Fair Value upside −66% · Below median
Return on equity (TTM) 7% · Above median
Return on assets 8% · Top 25%
Net margin (TTM) 7% · Above median
Operating margin (TTM) -13% · Bottom 25%
Revenue growth 7% · Below median

Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper

P/E (TTM) 54.2× · Pricier than median
P/B 3.80× · Pricier than median
P/S (TTM) 4.04× · Pricier than 75% of peers
P/FCF 0.6× · Cheaper than 75% of peers
EV/EBITDA 22.5× · Pricier than median

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 35 · sector 57
PAST 29 · sector 26
HEALTH 100 · sector 97
DIVIDEND 0 · sector 19

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.

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Frequently asked questions

Is De Nora India Limited (DENORA) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of ₹289.98 versus a price of ₹846.30, about −66% (overvalued).
What is the fair value of DENORA?
Our model-based fair value for De Nora India Limited is ₹289.98 (as of Aug 2, 2026), built from audited fundamentals. The current price is ₹846.30.
What is the quality score of DENORA?
De Nora India Limited has a Quality Score of 67/100. 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 De Nora India Limited (DENORA)?
De Nora India Limited reported trailing-twelve-month revenue of about ₹1.2B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of DENORA?
The net profit margin of De Nora India Limited is about 7.5%, meaning it keeps roughly 7.5% 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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