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Emcure Pharmaceuticals Limited (EMCURE) Fair Value & Analysis

Healthcare · IN · Market cap ₹361B (≈ $3.8B) · ISIN INE168P01015

What is Emcure Pharmaceuticals Limited really worth?

EP Emcure Pharmaceuticals Limited EMCURE · BSE
Price₹1,929
Fair Value₹1,019
Upside−47.2%
Quality58/100

A solid business, but trading 89% above our fair value of ₹1,019.

As of Aug 20, 2026, the fair value of Emcure Pharmaceuticals Limited is ₹1,019 per share against a price of ₹1,929, so the fair value sits 47% below the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Strengths

Solidly profitable · 10.4% net margin
Low debt · generates free cash flow

Risks

!Mixed Growth (revenue 3y +15.8 %/yr)
!Moderate moat 61/100
Evidence: High Range ₹492.52 – ₹1,340

Fair value as of: Aug 20, 2026

From 24 valuation models · updated 17 days ago

Share price −1.6% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (₹1,340). The favourable scenario is already priced in.
  • The model range is unusually wide (₹492.52 to ₹1,340). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (2 years)

₹2,009 ₹903.93 Fair Value ₹1,019 Jul 2024 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 20, 2026.

How to read this chart

26‑month range ₹903.93 – ₹2,009 · fair‑value band ₹492.52 – ₹1,340 · the ₹1,929 price screens above the ₹1,019 fair value. Dashed = 300-day average. As of Aug 20, 2026.

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Analysis

Emcure Pharmaceuticals Limited (EMCURE) currently trades at ₹1,929, while our model-based Fair Value estimate is ₹1,019, implying the stock looks roughly 89.4% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Healthcare sector. Bull case: the DCF Models group reads highest at a median of ₹1,155 per share, and 0 of the 24 models we run sit above the ₹1,929 price. Bear case: the Asset-Based group reads lowest at ₹174.85, and 24 of the 24 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Emcure Pharmaceuticals Limited generated revenue of ₹96.8B at a net margin of 10.4%. Revenue grew 22.8% year over year. It earns a return on equity of 19.6%. Net debt stands at ₹10.7B. Fundamentals as of Aug 20, 2026

Our scenario range runs from ₹492.52 (bear case) to ₹1,340 (bull case); at ₹1,929, 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 6% below its 52-week high and 53% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at −45% fair-value upside, at −47%, EMCURE screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹23.28 per share, which is 2.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

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
FCF DCF ₹305.03 ₹594.84 ₹1,294 71
EPV ₹565.98 ₹666.94 ₹756.68 71
Growth DCF ₹298.24 ₹629.41 ₹1,176 71
All 24 models by family
DCF Models
FCF DCF ₹305.03 ₹594.84 ₹1,294 71
Owner Earnings ₹616.15 ₹1,279 ₹2,593 68
5Y Revenue Exit ₹561.17 ₹1,155 ₹2,014 66
5Y EBITDA Exit ₹753.15 ₹1,577 ₹2,680 69
5Y P/E Exit ₹627.44 ₹1,300 ₹2,123 65
10Y Revenue Exit ₹456.75 ₹1,015 ₹1,982 60
10Y EBITDA Exit ₹616.08 ₹1,343 ₹2,590 61
10Y P/E Exit ₹528.49 ₹1,128 ₹2,081 58
Earnings-Based
Graham-Dodd ₹331.38 ₹1,886 ₹2,622 61
Lynch FV ₹530.11 ₹757.30 ₹984.50 58
PEG = 1.0 ₹530.11 ₹757.30 ₹984.50 55
EPV ₹565.98 ₹666.94 ₹756.68 71
Multiples
P/E Multiple ₹804.09 ₹1,072 ₹1,340 63
P/S Multiple ₹621.34 ₹828.45 ₹1,036 58
P/B Multiple ₹621.34 ₹828.45 ₹1,036 55
EV/EBIT ₹917.19 ₹1,225 ₹1,533 66
EV/EBITDA ₹984.02 ₹1,314 ₹1,644 67
EV/Revenue ₹652.88 ₹935.30 ₹1,218 53
Asset-Based
NCAV (Graham) ₹130.48 ₹174.85 ₹260.97 54
Growth DCF
Growth DCF ₹298.24 ₹629.41 ₹1,176 71
Rev-Margin DCF ₹561.17 ₹1,123 ₹1,900 67
Economic Profit
Residual Income ₹336.39 ₹445.95 ₹1,841 61
ROIC Compounder ₹685.13 ₹992.37 ₹1,431 68
Growth Earnings
Growth-Adj P/E ₹806.98 ₹1,153 ₹1,499 65

Widest divergence: DCF Models (₹1,155) versus Asset-Based (₹174.85). Highest evidence: FCF DCF (71).

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Key figures & financial health

P/E ratio 36.1
P/S ratio 3.63 P/E × margin
EPS (TTM) ₹53.43 price ÷ EPS = P/E 36.1
Dividend yield 0.2% payout 5.7%
Net margin 10.0% FY2026
Return on equity 19.6% TTM
More key figures
Profitability
Return on assets (EBIT) 14.2% avg 5y
Operating margin 15.4% TTM
Growth
Revenue (TTM) ₹96.8B TTM
Revenue growth (YoY) +22.8% 3y avg +15.8%
EPS growth (YoY) +41.9%
Balance sheet & cash flow
Free cash flow ₹4.0B FY2026
Net debt ₹10.7B FY2026 · ≈ 2.7 yrs of FCF

Figures from reported company fundamentals · as of Aug 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 57 · Market factors (momentum, volatility) 78

Profitability 70
Margins and returns on capital today
Quality Growth 59
Are margins and returns improving?
Cashflow 30
Earnings quality: real cash, not paper profit
Fin. Strength 64
Balance sheet, leverage, solvency risk
Investment 38
Disciplined investing over empire-building
Low Volatility 82
Calm price path (market factor)
Momentum 75
Price trend over the last 3–12 months (market factor)
52W Momentum 81
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Emcure Pharmaceuticals Limited engages in the developing, manufacturing, and marketing pharmaceutical products worldwide.

Full company description

Emcure Pharmaceuticals Limited engages in the developing, manufacturing, and marketing pharmaceutical products worldwide. It offers products in various therapeutic areas, such as gynecology, cardiovascular, anti-infectives, HIV antivirals, respiratory, gastrointestinal, pain and analgesics, blood related, oncology/anti-neoplastics, anti-diabetic, hormones, neurology/central nervous system, dermatology, and other areas, as well as vitamins, minerals, and nutrients. The company also develops products across various platforms, including chiral molecules, complex APIs, orals, iron products, photo-chemistry products, liposomal and lyophilized injectables, high potency drugs, biotherapeutics, and novel drug delivery systems. It provides its products under Orofer, Bevon, Maxtra, Zostum, Metpure, and Eslo brand names. Emcure Pharmaceuticals Limited was incorporated in 1981 and is based in Pune, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Emcure Pharmaceuticals Limited reported revenue of ₹92.0B in FY2026 versus ₹57.7B in FY2022, a compound +12.4%/yr. Reported net income was ₹9.2B in FY2026, compounding +8.7%/yr from FY2022.

Growth Quality 86/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
₹92.0B
Latest YoY
+16.6%
Avg. revenue 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.
+15.8%
Value creation/yr (5Y, in INR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in INR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
≈ +7.0% (approximate, leans on 2026) · in INR
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+6.8%
Dividend yield0.2%
Operating margin (EBIT) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.18.9% (2022) → 14.9% (2026) · falling
Worst earnings drop25% (2024) · in INR
⚠ Rate leans on 2026: that final year sits 73% above its own trend (e.g. a one-off disposal gain) and could not be adjusted
Revenue +12.4%/yr
FY22 ₹57.7B
FY23 ₹59.3B
FY24 ₹65.8B
FY25 ₹79.0B
FY26 ₹92.0B
Net income +8.7%/yr
FY22 ₹6.6B
FY23 ₹5.3B
FY24 ₹5.0B
FY25 ₹6.8B
FY26 ₹9.2B

EMCURE screens 89% overvalued. Compare with Merck KGaA →

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Cite: Fair Value Calculator (2026). "Emcure Pharmaceuticals Limited Fair Value". https://www.fairvalue-calculator.com/stock/EMCURE.BSE

Peer Group

Drug Manufacturers - Specialty & Generic · 609 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 58 · Above median
Fair Value upside −45% · Below median
Return on equity (TTM) 20% · Top 25%
Return on assets 10% · Top 25%
Net margin (TTM) 10% · Above median
Operating margin (TTM) 15% · Above median
Revenue growth 23% · Top 25%
Dividend yield (TTM) 0.2% · Bottom 25%
Debt / equity 0.05× · Lower than median

Valuation Multiples vs Drug Manufacturers - Specialty & Generic median · lower = cheaper

P/E (TTM) 36.1× · Pricier than median
P/B 7.29× · Pricier than 75% of peers
P/S (TTM) 3.73× · Pricier than median
P/FCF 1.0× · Cheaper than median
EV/EBITDA 19.0× · Pricier than median

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

Similar stocks

10 more Drug Manufacturers - Specialty & Generic stocks, each showing price versus our Fair Value estimate (as of Aug 20, 2026).

Stock Price Fair Value vs Fair Value
Merck KGaA MRK €140.25 €106.48 −24%
Takeda Pharmaceutical Company TAK $18.03 $11.11 −38%
Jiangsu Hengrui Pharmaceuticals Co 600276 ¥53.76 ¥25.94 −52%
Sun Pharmaceutical Industries Limited SUNPHARMA ₹1,899 ₹989.50 −48%
Galderma Group GALD CHF 178.55 CHF 55.07 −69%
Haleon plc HLN $10.11 $7.64 −24%
Teva Pharmaceutical Industries Limited TEVA $36.05 $15.33 −57%
Sandoz Group SDZ CHF 70.66 CHF 39.21 −45%
Zoetis Inc ZTS $77.10 $104.88 +36%
Hansoh Pharmaceutical Group 3692 HK$35.12 HK$16.18 −54%

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Frequently asked questions

Is Emcure Pharmaceuticals Limited (EMCURE) overvalued or undervalued?
As of Aug 20, 2026, our model estimates a fair value of ₹1,019 versus a price of ₹1,929, about −47% upside (overvalued).
What is the fair value of EMCURE?
Our model-based fair value for Emcure Pharmaceuticals Limited is ₹1,019 (as of Aug 20, 2026), built from audited fundamentals. The current price: ₹1,929.
What is the quality score of EMCURE?
Emcure Pharmaceuticals Limited has a Quality Score of 58/100. 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 price target for Emcure Pharmaceuticals Limited (EMCURE)?
Our model-based price target is the fair value of ₹1,019 (as of Aug 20, 2026) from 24 valuation models. Cautious scenario ₹492.52, optimistic scenario ₹1,340. It is a calculation from audited fundamentals, not an analyst target.
What is the Emcure Pharmaceuticals Limited stock forecast for 2026?
Our models put fair value at ₹1,019, about −47% upside versus a price of ₹1,929 (overvalued). Cautious scenario ₹492.52, optimistic scenario ₹1,340. The calculation is refreshed regularly with new filings.
What is the revenue of Emcure Pharmaceuticals Limited (EMCURE)?
Emcure Pharmaceuticals Limited reported trailing-twelve-month revenue of about ₹96.8B (latest available figure, as of Aug 20, 2026).
What is the net profit margin of EMCURE?
The net profit margin of Emcure Pharmaceuticals Limited is about 10.4%, meaning it keeps roughly 10.4% of revenue as net income. Based on the latest reported figures.
Does Emcure Pharmaceuticals Limited pay a dividend?
Emcure Pharmaceuticals Limited currently shows a dividend yield of about 0.16% relative to its recent price (as of Aug 20, 2026).
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