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Eris Lifesciences Limited (ERIS) Fair Value & Analysis

Healthcare · IN · Market cap ₹202B

EL Eris Lifesciences Limited ERIS · NSE
Price₹1,352
Fair Value₹746.13
Upside-44.8%
Quality48/100
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Expensive Growth
Solidly profitable · 19.9% net margin
Low debt · generates free cash flow
0.49% dividend yield
Trails peers (5/14)
Wide moat 69/100
Evidence: High Range ₹360.73 – ₹1,124 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 ₹865.87 to ₹746.13 (−13.8%) since Jun 29, 2026. Share price −6.8% over the past month.

Below-average quality, and screening another 45% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (₹1,124). The favourable scenario is already priced in.
  • The model range is unusually wide (₹360.73 to ₹1,124). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

₹1,838 ₹561.73 Fair Value ₹746.13 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 ₹561.73 – ₹1,838 · fair‑value band ₹360.73 – ₹1,124 · the ₹1,352 price screens above the ₹746.13 fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Eris Lifesciences Limited (ERIS) currently trades at ₹1,352, while our model-based Fair Value estimate is ₹746.13, implying the stock looks roughly 44.8% overvalued today. The Quality Score stands at 48/100 (below-average quality), in the Healthcare 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, Eris Lifesciences Limited generated revenue of ₹31.1B at a net margin of 19.9%. Revenue grew 7.1% year over year. It earns a return on equity of 18.1%. Net debt stands at ₹22.9B. Fundamentals as of Aug 2, 2026

Our scenario range runs from ₹360.73 (bear case) to ₹1,124 (bull case); at ₹1,352, 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 28% below its 52-week high and 13% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -49% fair-value upside, at -45%, ERIS 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 ₹51.34 ₹155.28 80
Residual Income ₹310.51 ₹421.90 ₹1,587 76
Rev-Margin DCF ₹300.72 ₹710.36 ₹1,290 74
All 26 models by family
DCF Models
FCF DCF ₹39.92 ₹169.13 38
Owner Earnings ₹602.25 ₹1,358 ₹2,896 31
5Y Revenue Exit ₹300.72 ₹738.45 ₹1,389 39
5Y EBITDA Exit ₹534.72 ₹1,263 ₹2,261 41
5Y P/E Exit ₹458.42 ₹1,092 ₹1,886 38
10Y Revenue Exit ₹189.69 ₹588.77 ₹1,312 36
10Y EBITDA Exit ₹372.98 ₹1,002 ₹2,127 37
10Y P/E Exit ₹319.36 ₹867.27 ₹1,777 35
Earnings-Based
Graham-Dodd ₹304.00 ₹1,831 ₹2,552 54
Lynch FV ₹522.29 ₹746.13 ₹969.97 50
PEG = 1.0 ₹522.29 ₹746.13 ₹969.97 46
EPV ₹481.82 ₹578.16 ₹663.80 59
Dividend Discount
Gordon GGM ₹69.45 ₹151.61 ₹255.10 70
DDM Multi-Stage ₹69.45 ₹124.20 ₹158.01 61
Multiples
P/E Multiple ₹737.64 ₹983.52 ₹1,229 63
P/S Multiple ₹569.99 ₹759.99 ₹949.99 58
P/B Multiple ₹569.99 ₹759.99 ₹949.99 55
EV/EBIT ₹709.29 ₹967.09 ₹1,225 53
EV/EBITDA ₹784.58 ₹1,067 ₹1,350 54
EV/Revenue ₹410.11 ₹613.35 ₹816.59 43
Asset-Based
NCAV (Graham) ₹140.81 ₹188.69 ₹281.62 50
Growth DCF
Growth DCF ₹51.34 ₹155.28 80
Rev-Margin DCF ₹300.72 ₹710.36 ₹1,290 74
Economic Profit
Residual Income ₹310.51 ₹421.90 ₹1,587 76
ROIC Compounder ₹595.76 ₹924.50 ₹1,309 72
Growth Earnings
Growth-Adj P/E ₹774.70 ₹1,107 ₹1,439 68

Widest divergence: Growth Earnings (₹1,107) versus Growth DCF (₹51.34). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹31.1B
Revenue growth (YoY) +7.1%
Net margin 19.9%
Return on equity 18.1%
Free cash flow ₹501M FY2026
P/E ratio 32.3
More key figures
Operating margin 27.1%
EPS (TTM) ₹45.23
Dividend yield 0.5%
EPS growth (YoY) +200%
Net debt ₹22.9B FY2026

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

Quality Score breakdown

Overall quality 48/100

Of which business quality 45 · Market factors (momentum, volatility) 42

Profitability 52
Margins and returns on capital today
Quality Growth 47
Are margins and returns improving?
Cashflow 18
Earnings quality: real cash, not paper profit
Fin. Strength 56
Balance sheet, leverage, solvency risk
Investment 20
Disciplined investing over empire-building
Low Volatility 84
Calm price path (market factor)
Momentum 30
Price trend over the last 3–12 months (market factor)
52W Momentum 15
Distance to the 52-week high (market factor)
Net Issuance 80
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

Eris Lifesciences Limited, together with its subsidiaries, provides domestic branded formulations for chronic and sub-chronic therapies in India and internationally.

Full company description

Eris Lifesciences Limited, together with its subsidiaries, provides domestic branded formulations for chronic and sub-chronic therapies in India and internationally. The company offers various branded formulations in various therapeutic areas, such as anti"diabetes, cardiovascular, nutrition, dermatology, neuroscience, gynecology, nephrology, and oncology, as well as central nervous system, women's health, and vitamins/minerals/nutrients. It also provides patient care services, including ambulatory blood pressure measurement, ambulatory electrocardiogram measurement, continuous glucose monitoring system, sleep study, and anti-natal care solutions. It offers its products through wholesale drug distributors, stockists, retail and e-commerce pharmacies. Eris Lifesciences Limited was incorporated in 2007 and is headquartered in Ahmedabad, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Eris Lifesciences Limited reported revenue of ₹31.3B in FY2026 versus ₹13.3B in FY2022, a compound +23.9%/yr. Reported net income was ₹6.2B in FY2026, compounding +11.1%/yr from FY2022.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹31.3B
Latest YoY
+8.7%
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.
+23.5%
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.
+21.3%
Avg. growth/yr (14Y) 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.
+19.0%
Revenue +23.9%/yr
FY22 ₹13.3B
FY23 ₹16.6B
FY24 ₹19.9B
FY25 ₹28.8B
FY26 ₹31.3B
Net income +11.1%/yr
FY22 ₹4.1B
FY23 ₹3.8B
FY24 ₹3.9B
FY25 ₹3.5B
FY26 ₹6.2B
Character of growth · EPS growth decomposed (2015-2026) +12.7 % p.a.
Revenue per share +17.5 pp

of which total revenue +17.4 pp · buybacks/dilution +0.1 pp

EBIT margin −0.5 pp
Tax rate +0.3 pp
Residual (interest, one-offs) −4.6 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).

ERIS screens 45% overvalued. Compare with Jiangsu Hengrui Pharmaceuticals Co →

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Cite: Fair Value Calculator (2026). "Eris Lifesciences Limited Fair Value". https://www.fairvalue-calculator.com/stock/ERIS

Peer Group

Drug Manufacturers - Specialty & Generic · 623 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 48 · Below median
Fair Value upside −45% · Below median
Return on equity (TTM) 18% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 20% · Top 25%
Operating margin (TTM) 27% · Top 25%
Revenue growth 7% · Above median
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.25× · Higher than median

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

P/E (TTM) 32.3× · Pricier than median
P/B 5.18× · Pricier than 75% of peers
P/S (TTM) 6.49× · Pricier than 75% of peers
P/FCF 4.2× · Pricier than median
EV/EBITDA 18.9× · 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 5
FUTURE 36 · sector 21
PAST 72 · sector 24
HEALTH 88 · sector 97
DIVIDEND 10 · sector 34

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 Drug Manufacturers - Specialty & Generic stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

Stock Price Fair Value vs Fair Value
Jiangsu Hengrui Pharmaceuticals Co 600276 ¥53.19 ¥25.94 -51%
Sun Pharmaceutical Industries Limited SUNPHARMA ₹1,933 ₹989.50 -49%
Divi's Laboratories Limited DIVISLAB ₹7,316 ₹1,943 -73%
Torrent Pharmaceuticals Limited TORNTPHARM ₹4,763 ₹1,329 -72%
PharmaEssentia Corporation 6446 1,285 TWD 221.01 TWD -83%
Cipla Limited CIPLA ₹1,439 ₹1,001 -30%
Zydus Lifesciences Limited ZYDUSLIFE ₹1,151 ₹703.32 -39%
Lupin Limited LUPIN ₹2,443 ₹2,477 +1%
Mankind Pharma Limited MANKIND ₹2,484 ₹983.11 -60%
Dr. Reddy's Laboratories Limited DRREDDY ₹1,211 ₹874.79 -28%

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Frequently asked questions

Is Eris Lifesciences Limited (ERIS) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of ₹746.13 versus a price of ₹1,352, about −45% (overvalued).
What is the fair value of ERIS?
Our model-based fair value for Eris Lifesciences Limited is ₹746.13 (as of Aug 2, 2026), built from audited fundamentals. The current price is ₹1,352.
What is the quality score of ERIS?
Eris Lifesciences Limited has a Quality Score of 48/100. 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 Eris Lifesciences Limited (ERIS)?
Eris Lifesciences Limited reported trailing-twelve-month revenue of about ₹31.1B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of ERIS?
The net profit margin of Eris Lifesciences Limited is about 19.9%, meaning it keeps roughly 19.9% of revenue as net income. Based on the latest reported figures.
Does Eris Lifesciences Limited pay a dividend?
Eris Lifesciences Limited currently shows a dividend yield of about 0.49% 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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