EN DE

Excel Industries Limited (EXCELINDUS) Fair Value & Analysis

Basic Materials · IN · Market cap ₹11.3B

EI Excel Industries Limited EXCELINDUS · NSE
Price₹1,051
Fair Value₹957.93
Upside-8.9%
Quality48/100
Watch Excel Industries Limited for free, get notified when fair value or trend changes. Watch for free
Expensive Growth
Thin margins · 6.9% net margin
Low debt · negative free cash flow
1.51% dividend yield
Ranks above peers (9/13)
Narrow moat 37/100
Evidence: High Range ₹767.45 – ₹1,230 Share as image

Fair value as of: Aug 2, 2026

From 17 valuation models · updated 11 days ago

Fair value updated Aug 2, 2026, revised from ₹1,023 to ₹957.93 (−6.4%) since Jun 29, 2026. Share price +15.3% over the past month.

Below-average quality, 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 ₹767.45 (bear) to ₹1,230 (bull), base ₹957.93. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 48/100 (below-average quality) with high evidence: the data supports the verdict.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

₹1,639 ₹697.43 Fair Value ₹957.93 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 ₹697.43 – ₹1,639 · fair‑value band ₹767.45 – ₹1,230 · the ₹1,051 price screens above the ₹957.93 fair value. Dashed = 300-day average. As of Aug 2, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Excel Industries Limited (EXCELINDUS) currently trades at ₹1,051, while our model-based Fair Value estimate is ₹957.93, implying the stock looks roughly 8.9% fairly valued today. The Quality Score stands at 48/100 (below-average quality), in the Basic Materials 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, Excel Industries Limited generated revenue of ₹10.9B at a net margin of 6.9%. Revenue grew 13.5% year over year. It earns a return on equity of 4.6%. The balance sheet holds a net cash position of ₹105M. Fundamentals as of Aug 2, 2026

Our scenario range runs from ₹767.45 (bear case) to ₹1,230 (bull case); at ₹1,051, 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 26% below its 52-week high and 31% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at -9%, EXCELINDUS 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
Residual Income ₹1,021 ₹1,018 ₹939.43 76
ROIC Compounder ₹399.55 ₹463.71 ₹519.84 72
Gordon GGM ₹126.25 ₹262.50 ₹416.43 70
All 17 models by family
DCF Models
Owner Earnings ₹342.44 ₹584.00 ₹989.66 31
Earnings-Based
Graham-Dodd ₹409.31 ₹1,727 ₹2,357 54
Lynch FV ₹439.04 ₹627.20 ₹815.36 50
PEG = 1.0 ₹439.04 ₹627.20 ₹815.36 46
EPV ₹399.55 ₹463.71 ₹519.84 59
Dividend Discount
Gordon GGM ₹126.25 ₹262.50 ₹416.43 70
DDM Multi-Stage ₹126.25 ₹221.35 ₹275.50 61
Multiples
P/E Multiple ₹767.45 ₹1,023 ₹1,279 63
P/S Multiple ₹767.45 ₹1,023 ₹1,279 58
P/B Multiple ₹767.45 ₹1,023 ₹1,279 55
EV/EBIT ₹623.91 ₹827.01 ₹1,030 53
EV/EBITDA ₹670.00 ₹888.46 ₹1,107 54
EV/Revenue ₹542.67 ₹768.98 ₹995.28 43
Asset-Based
NCAV (Graham) ₹677.37 ₹907.68 ₹1,355 50
Economic Profit
Residual Income ₹1,021 ₹1,018 ₹939.43 76
ROIC Compounder ₹399.55 ₹463.71 ₹519.84 72
Growth Earnings
Growth-Adj P/E ₹662.33 ₹946.19 ₹1,230 68

Widest divergence: Growth Earnings (₹946.19) versus Dividend Discount (₹221.35). Highest evidence: Residual Income (76).

Notify me when EXCELINDUS reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) ₹10.9B
Revenue growth (YoY) +13.5%
Net margin 6.9%
Return on equity 4.6%
Free cash flow −₹33.7M FY2026
P/E ratio 15.0
More key figures
Operating margin 4.4%
EPS (TTM) ₹60.19
Dividend yield 1.5%
EPS growth (YoY) -1.0%
Net cash ₹105M 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 48 · Market factors (momentum, volatility) 47

Profitability 32
Margins and returns on capital today
Quality Growth 31
Are margins and returns improving?
Cashflow 21
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 52
Disciplined investing over empire-building
Low Volatility 80
Calm price path (market factor)
Momentum 36
Price trend over the last 3–12 months (market factor)
52W Momentum 27
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

Excel Industries Limited engages in manufactures and sells chemicals, and environmental and biotech products and services in India and internationally.

Full company description

Excel Industries Limited engages in manufactures and sells chemicals, and environmental and biotech products and services in India and internationally. The company offers specialty chemicals, intermediates and actives catering to various end users like agrochemicals, water treatment, soaps and detergents, lube oil additives, mining chemicals, polymer additives and pharmaceuticals; and active pharmaceutical ingredients (APIs), as well as agrochemical inputs, biocides, soil and water conditioners, phosphorus pentachloride, phosphorus trichloride, and thiophosphoryl chloride. It also provides organic waste management composting, municipal solid waste management, plastic waste management, and construction and demolition waste management services. In addition, the company offers polymer input and veterinary APIs. Excel Industries Limited was founded in 1941 and is headquartered in Mumbai, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Excel Industries Limited reported revenue of ₹10.9B in FY2026 versus ₹11.7B in FY2022, a compound −1.7%/yr. Reported net income was ₹757M in FY2026, compounding −17.2%/yr from FY2022.

Growth Quality 44/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹10.9B
Latest YoY
+11.9%
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.
+0.3%
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.
+8.0%
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.
+8.0%
Revenue −1.7%/yr
FY22 ₹11.7B
FY23 ₹10.8B
FY24 ₹8.3B
FY25 ₹9.8B
FY26 ₹10.9B
Net income −17.2%/yr
FY22 ₹1.6B
FY23 ₹799M
FY24 ₹170M
FY25 ₹853M
FY26 ₹757M
Character of growth · EPS growth decomposed (2015-2026) +11.1 % p.a.
Revenue per share +8.7 pp

of which total revenue +8.8 pp · buybacks/dilution −0.2 pp

EBIT margin −1.3 pp
Tax rate +0.1 pp
Residual (interest, one-offs) +3.6 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).

Watch EXCELINDUS: get an alert when its fair value changes →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Excel Industries Limited Fair Value". https://www.fairvalue-calculator.com/stock/EXCELINDUS

Peer Group

Specialty Chemicals · 674 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 −9% · Above median
Return on equity (TTM) 5% · Below median
Return on assets 2% · Below median
Net margin (TTM) 7% · Above median
Operating margin (TTM) 4% · Below median
Revenue growth 14% · Above median
Dividend yield (TTM) 1.5% · Above median

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 15.0× · Cheaper than 75% of peers
P/B 0.67× · Cheaper than 75% of peers
P/S (TTM) 1.04× · Cheaper than median
EV/EBITDA 10.2× · Cheaper 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 21 · sector 0
FUTURE 68 · sector 19
PAST 18 · sector 23
HEALTH 100 · sector 95
DIVIDEND 30 · sector 25

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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

Stock Price Fair Value vs Fair Value
Linde plc LIN $489.98 $222.03 -55%
Nan Ya Plastics Corporation 1303 181.50 TWD 255.83 TWD +41%
Wanhua Chemical Group 600309 ¥70.04 ¥68.03 -3%
Novozymes A/S NSISB kr 428.20 kr 179.66 -58%
Asian Paints Limited ASIANPAINT ₹2,689 ₹668.81 -75%
Solar Industries India Limited SOLARINDS ₹18,236 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,560 ₹351.84 -77%
PT Chandra Asri Pacific Tbk TPIA 1,805 IDR 2,888 IDR +60%
Linde India Limited LINDEINDIA ₹7,115 ₹757.93 -89%
Berger Paints India Limited BERGEPAINT ₹493.70 ₹164.29 -67%

Compare Excel Industries Limited with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Basic Materials stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Excel Industries Limited (EXCELINDUS) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of ₹957.93 versus a price of ₹1,051, about −9% (fairly valued).
What is the fair value of EXCELINDUS?
Our model-based fair value for Excel Industries Limited is ₹957.93 (as of Aug 2, 2026), built from audited fundamentals. The current price is ₹1,051.
What is the quality score of EXCELINDUS?
Excel Industries 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 Excel Industries Limited (EXCELINDUS)?
Excel Industries Limited reported trailing-twelve-month revenue of about ₹10.9B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of EXCELINDUS?
The net profit margin of Excel Industries Limited is about 6.9%, meaning it keeps roughly 6.9% of revenue as net income. Based on the latest reported figures.
Does Excel Industries Limited pay a dividend?
Excel Industries Limited currently shows a dividend yield of about 1.51% 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.

14 days Pro free · no card

Track Excel Industries Limited and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.