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Electrosteel Castings Limited (ELECTCAST) Fair Value & Analysis

Industrials · IN · Market cap ₹48.5B

EC Electrosteel Castings Limited ELECTCAST · NSE
Price₹73.56
Fair Value₹79.90
Upside+8.6%
Quality51/100
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Mixed Growth
Thin margins · 2.7% net margin
Low debt · generates free cash flow
1.13% dividend yield
Trails peers (5/14)
Narrow moat 31/100
Evidence: High Range ₹59.94 – ₹99.88 Share as image

Fair value as of: Aug 2, 2026

From 26 valuation models · updated 11 days ago

Fair value updated Aug 2, 2026, revised from ₹44.39 to ₹79.90 (+80.0%) since Jun 29, 2026. Share price −5.5% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • Our model range runs from ₹59.94 (bear) to ₹99.88 (bull), base ₹79.90. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 51/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

₹227.66 ₹25.55 Fair Value ₹79.90 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 ₹25.55 – ₹227.66 · fair‑value band ₹59.94 – ₹99.88 · the ₹73.56 price screens below the ₹79.90 fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Electrosteel Castings Limited (ELECTCAST) currently trades at ₹73.56, while our model-based Fair Value estimate is ₹79.90, implying the stock looks roughly 8.6% fairly valued today. The Quality Score stands at 51/100 (solid quality), in the Industrials 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, Electrosteel Castings Limited generated revenue of ₹59.2B at a net margin of 2.7%. Revenue declined 12.4% year over year. It earns a return on equity of 2.8%. Net debt stands at ₹12.3B. Fundamentals as of Aug 2, 2026

Our scenario range runs from ₹59.94 (bear case) to ₹99.88 (bull case); at ₹73.56, the current price sits within 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 45% below its 52-week high and 22% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -33% fair-value upside, at 9%, ELECTCAST 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 ₹186.32 ₹279.45 ₹414.32 80
Residual Income ₹69.14 ₹67.17 ₹56.12 76
Rev-Margin DCF ₹81.44 ₹107.56 ₹139.15 74
All 26 models by family
DCF Models
FCF DCF ₹183.65 ₹289.87 ₹454.32 38
Owner Earnings ₹39.24 ₹61.35 ₹95.58 31
5Y Revenue Exit ₹81.44 ₹104.71 ₹131.37 39
5Y EBITDA Exit ₹89.72 ₹120.36 ₹153.96 41
5Y P/E Exit ₹83.72 ₹109.02 ₹134.09 38
10Y Revenue Exit ₹115.65 ₹145.99 ₹182.16 36
10Y EBITDA Exit ₹121.80 ₹156.92 ₹199.58 37
10Y P/E Exit ₹117.96 ₹149.00 ₹184.26 35
Earnings-Based
Graham-Dodd ₹17.76 ₹58.17 ₹77.74 54
Lynch FV ₹13.05 ₹18.65 ₹24.24 50
PEG = 1.0 ₹13.05 ₹18.65 ₹24.24 46
EPV ₹21.16 ₹24.47 ₹27.37 59
Dividend Discount
Gordon GGM ₹12.85 ₹26.73 ₹42.40 70
DDM Multi-Stage ₹12.85 ₹21.76 ₹28.05 61
Multiples
P/E Multiple ₹33.30 ₹44.39 ₹55.49 63
P/S Multiple ₹33.30 ₹44.39 ₹55.49 58
P/B Multiple ₹33.30 ₹44.39 ₹55.49 55
EV/EBIT ₹32.94 ₹43.50 ₹54.05 53
EV/EBITDA ₹44.83 ₹59.35 ₹73.86 54
EV/Revenue ₹28.72 ₹40.48 ₹52.24 43
Asset-Based
NCAV (Graham) ₹47.91 ₹64.20 ₹95.82 50
Growth DCF
Growth DCF ₹186.32 ₹279.45 ₹414.32 80
Rev-Margin DCF ₹81.44 ₹107.56 ₹139.15 74
Economic Profit
Residual Income ₹69.14 ₹67.17 ₹56.12 76
ROIC Compounder ₹21.16 ₹24.47 ₹27.37 72
Growth Earnings
Growth-Adj P/E ₹28.78 ₹41.11 ₹53.44 68

Widest divergence: DCF Models (₹120.36) versus Earnings-Based (₹18.65). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹59.2B
Revenue growth (YoY) -12.4%
Net margin 2.7%
Return on equity 2.8%
Free cash flow ₹9.8B FY2026
P/E ratio 30.1
More key figures
Operating margin 1.2%
EPS (TTM) ₹2.61
Dividend yield 1.1%
EPS growth (YoY) -90.5%
Net debt ₹12.3B FY2026

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

Quality Score breakdown

Overall quality 51/100

Of which business quality 53 · Market factors (momentum, volatility) 32

Profitability 30
Margins and returns on capital today
Quality Growth 0
Are margins and returns improving?
Cashflow 82
Earnings quality: real cash, not paper profit
Fin. Strength 53
Balance sheet, leverage, solvency risk
Investment 76
Disciplined investing over empire-building
Low Volatility 66
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 9
Distance to the 52-week high (market factor)
Net Issuance 75
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

Electrosteel Castings Limited manufactures and supplies ductile iron (DI) pipes, ductile iron fittings (DIF) and accessories, and cast iron (CI) pipes in India and internationally.

Full company description

Electrosteel Castings Limited manufactures and supplies ductile iron (DI) pipes, ductile iron fittings (DIF) and accessories, and cast iron (CI) pipes in India and internationally. The company offers ductile iron pipes and fittings which are used in various applications, including raw and clear water transmission, distribution network of potable water, water supply for industrial/process plants, ash-slurry handling and disposal systems, on-shore and off-shore fire-fighting systems, desalination plants, sewerage and waste water force mains, gravity sewerage collection and disposal systems, storm water drainage piping, domestic and industrial disposal systems, recycling systems, piping work in water and sewage treatment plants, vertical connection to utilities and reservoirs, piling for ground stabilization, trenchless application, and protective piping under carriageways; ductile iron flange pipes used for temporary, over-ground and exposed installations, vertical pipelines, interconnection and connection for accessories, and as a restrained joint application; and ductile iron restrained joint pipes. It also provides cast iron pipes, metallurgical coke, sinter, sponge iron, ferro silicon, pig iron, low ash metallurgical coke, and silico manganese ferro alloy. In addition, the company offers cement under the brand name of SPL GOLD. The company was formerly known as Dalmia Iron and Steel Ltd. Electrosteel Castings Limited was incorporated in 1955 and is based in Kolkata, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Electrosteel Castings Limited reported revenue of ₹59.2B in FY2026 versus ₹52.6B in FY2022, a compound +3.0%/yr. Reported net income was ₹1.6B in FY2026, compounding −17.4%/yr from FY2022.

Growth Quality 78/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
₹59.2B
Latest YoY
−19.2%
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.
−6.7%
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.
+11.4%
Avg. growth/yr (21Y) 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 +3.0%/yr
FY22 ₹52.6B
FY23 ₹72.8B
FY24 ₹74.8B
FY25 ₹73.2B
FY26 ₹59.2B
Net income −17.4%/yr
FY22 ₹3.5B
FY23 ₹3.2B
FY24 ₹7.4B
FY25 ₹7.1B
FY26 ₹1.6B

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Cite: Fair Value Calculator (2026). "Electrosteel Castings Limited Fair Value". https://www.fairvalue-calculator.com/stock/ELECTCAST

Peer Group

Building Products & Equipment · 251 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 51 · Below median
Fair Value upside +9% · Above median
Return on equity (TTM) 3% · Below median
Return on assets 1% · Below median
Net margin (TTM) 3% · Below median
Operating margin (TTM) 1% · Below median
Revenue growth -12% · Bottom 25%
Dividend yield (TTM) 1.1% · Below median
Debt / equity 0.04× · Lower than median

Valuation Multiples vs Building Products & Equipment median · lower = cheaper

P/E (TTM) 30.1× · Pricier than median
P/B 0.82× · Cheaper than median
P/S (TTM) 0.82× · Cheaper than median
P/FCF 0.1× · Cheaper than 75% of peers
EV/EBITDA 13.3× · 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 45 · sector 3
FUTURE 0 · sector 8
PAST 11 · sector 22
HEALTH 98 · sector 94
DIVIDEND 23 · sector 30

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 Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

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Geberit AG GEBN CHF 523.20 CHF 307.66 -41%
Lennox International Inc LII $543.93 $363.09 -33%
Kingspan Group KRX €87.30 €70.76 -19%
Masco Corporation MAS $78.04 $54.36 -30%
PT Impack Pratama Industri Tbk, IMPC 1,420 IDR 179.76 IDR -87%
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Frequently asked questions

Is Electrosteel Castings Limited (ELECTCAST) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of ₹79.90 versus a price of ₹73.56, about +9% (fairly valued).
What is the fair value of ELECTCAST?
Our model-based fair value for Electrosteel Castings Limited is ₹79.90 (as of Aug 2, 2026), built from audited fundamentals. The current price is ₹73.56.
What is the quality score of ELECTCAST?
Electrosteel Castings Limited has a Quality Score of 51/100. 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 Electrosteel Castings Limited (ELECTCAST)?
Electrosteel Castings Limited reported trailing-twelve-month revenue of about ₹59.2B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of ELECTCAST?
The net profit margin of Electrosteel Castings Limited is about 2.7%, meaning it keeps roughly 2.7% of revenue as net income. Based on the latest reported figures.
Does Electrosteel Castings Limited pay a dividend?
Electrosteel Castings Limited currently shows a dividend yield of about 1.13% relative to its recent price (as of Aug 2, 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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