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IKIO Lighting Limited (IKIO) Fair Value & Analysis

Technology · IN · Market cap ₹15.1B (≈ $160M) · ISIN INE0LOJ01019

What is IKIO Lighting Limited really worth?

IL IKIO Lighting Limited IKIO · BSE
Price₹212.65
Fair Value₹137.05
Upside−35.6%
Quality48/100

Below-average quality, and trading another 55% above our fair value of ₹137.05.

As of Aug 21, 2026, the fair value of IKIO Lighting Limited is ₹137.05 per share against a price of ₹212.65, so the fair value sits 36% below the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Risks

!Expensive Growth (revenue 3y +18.4 %/yr)
!Thin margins · 7.2% net margin
!Low debt · negative free cash flow
!Narrow moat 37/100
Evidence: High Range ₹102.78 – ₹171.31

Fair value as of: Aug 21, 2026

From 14 valuation models · updated 16 days ago

Share price +3.7% 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 (₹171.31). The favourable scenario is already priced in.
  • Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (3 years)

₹461.02 ₹106.90 Fair Value ₹137.05 Jun 2023 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 21, 2026.

How to read this chart

39‑month range ₹106.90 – ₹461.02 · fair‑value band ₹102.78 – ₹171.31 · the ₹212.65 price screens above the ₹137.05 fair value. Dashed = 300-day average. As of Aug 21, 2026.

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Analysis

IKIO Lighting Limited (IKIO) currently trades at ₹212.65, while our model-based Fair Value estimate is ₹137.05, implying the stock looks roughly 55.2% overvalued today. The Quality Score stands at 48/100 (below-average quality), in the Technology sector. Bull case: the Growth Earnings group reads highest at a median of ₹148.09 per share, and 1 of the 14 models we run sit above the ₹212.65 price. Bear case: the Asset-Based group reads lowest at ₹52.20, and 13 of the 14 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, IKIO Lighting Limited generated revenue of ₹6.4B at a net margin of 7.2%. Revenue grew 40.9% year over year. It earns a return on equity of 7.1%. Net debt stands at ₹194M. Fundamentals as of Aug 21, 2026

Our scenario range runs from ₹102.78 (bear case) to ₹171.31 (bull case); at ₹212.65, 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 104% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −62% fair-value upside, at −36%, IKIO screens cheaper 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 ₹2.60 per share, which is 1.9 % 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
Residual Income best evidence ₹61.91 ₹64.22 ₹66.15 73
EPV ₹49.47 ₹57.28 ₹64.11 71
ROIC Compounder ₹49.47 ₹57.28 ₹64.11 69
All 14 models by family
Earnings-Based
Graham-Dodd ₹33.28 ₹222.34 ₹311.45 60
Lynch FV ₹65.03 ₹92.90 ₹120.77 58
PEG = 1.0 ₹65.03 ₹92.90 ₹120.77 55
EPV ₹49.47 ₹57.28 ₹64.11 71
Multiples
P/E Multiple ₹102.78 ₹137.05 ₹171.31 63
P/S Multiple ₹62.40 ₹83.21 ₹104.01 58
P/B Multiple ₹62.40 ₹83.21 ₹104.01 55
EV/EBIT ₹114.68 ₹152.03 ₹189.37 66
EV/EBITDA ₹140.58 ₹186.55 ₹232.53 67
EV/Revenue ₹59.29 ₹83.56 ₹107.83 54
Asset-Based
NCAV (Graham) ₹38.96 ₹52.20 ₹77.91 54
Economic Profit
Residual Income best evidence ₹61.91 ₹64.22 ₹66.15 73
ROIC Compounder ₹49.47 ₹57.28 ₹64.11 69
Growth Earnings
Growth-Adj P/E ₹103.66 ₹148.09 ₹192.51 65

Widest divergence: Growth Earnings (₹148.09) versus Asset-Based (₹52.20). Highest evidence: Residual Income (73).

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Key figures & financial health

P/E ratio 35.7
P/S ratio 2.27 P/E × margin
EPS (TTM) ₹5.96 price ÷ EPS = P/E 35.7
Dividend yield 0.5% payout 18.3%
Net margin 6.4% FY2026
Return on equity 7.1% TTM
More key figures
Profitability
Return on assets (EBIT) 15.1% avg 5y
Operating margin 8.6% TTM
Growth
Revenue (TTM) ₹6.4B TTM
Revenue growth (YoY) +40.9% 3y avg +18.4%
EPS growth (YoY) +363%
Balance sheet & cash flow
Free cash flow −₹654M FY2026
Net debt ₹194M FY2026

Figures from reported company fundamentals · as of Aug 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 48/100

Of which business quality 49 · Market factors (momentum, volatility) 63

Profitability 44
Margins and returns on capital today
Quality Growth 75
Are margins and returns improving?
Cashflow 6
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 12
Disciplined investing over empire-building
Low Volatility 49
Calm price path (market factor)
Momentum 77
Price trend over the last 3–12 months (market factor)
52W Momentum 55
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.

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

IKIO Lighting Limited designs, develops, and produces light emitting diode (LED) lighting and energy solutions in India. The company offers ODM for LED lights, switches and hardware components, LED refrigeration lights and controls, recreational vehicle components, and LED drivers.

Full company description

IKIO Lighting Limited designs, develops, and produces light emitting diode (LED) lighting and energy solutions in India. The company offers ODM for LED lights, switches and hardware components, LED refrigeration lights and controls, recreational vehicle components, and LED drivers. It also provides LED lighting, which includes lights, fittings, fixtures, accessories, and components; lighting solutions, including lights, drivers, and controls, to commercial refrigeration equipment manufacturers; non-lighting solutions, such as solar panels, ABS pipes, IPS controllers, rotary switches, fan regulators and assembly, lithium battery, USB chargers; and other products, including client-designed fan regulators, light strips, mouldings, and other components and spares. Its equipment and systems are used in various industries, including residential, industrial, and commercial lighting. The company was incorporated in 2016 and is based in Noida, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

IKIO Lighting Limited reported revenue of ₹6.0B in FY2026 versus ₹3.3B in FY2022, a compound +15.7%/yr. Reported net income was ₹378M in FY2026, compounding −7.0%/yr from FY2022.

Growth Quality 58/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹6.0B
Latest YoY
+22.5%
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.
+18.4%
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.
−5.1% · in INR
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share−5.6%
Dividend yield0.5%
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.21.9% (2022) → 8.1% (2026) · falling
Worst earnings drop49% (2025) · in INR
Revenue +15.7%/yr
FY22 ₹3.3B
FY23 ₹3.6B
FY24 ₹4.4B
FY25 ₹4.9B
FY26 ₹6.0B
Net income −7.0%/yr
FY22 ₹505M
FY23 ₹500M
FY24 ₹606M
FY25 ₹309M
FY26 ₹378M

IKIO screens 55% overvalued. Compare with Amphenol Corporation →

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

Peer Group

Electronic Components · 638 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 −36% · Above median
Return on equity (TTM) 7% · Above median
Return on assets 4% · Above median
Net margin (TTM) 7% · Above median
Operating margin (TTM) 9% · Above median
Revenue growth 41% · Top 25%
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.00× · Lower than 75% of peers

Valuation Multiples vs Electronic Components median · lower = cheaper

P/E (TTM) 35.7× · Cheaper than median
P/B 2.50× · Cheaper than median
P/S (TTM) 2.34× · Pricier than median
EV/EBITDA 17.9× · Cheaper 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 Electronic Components stocks, each showing price versus our Fair Value estimate (as of Aug 21, 2026).

Stock Price Fair Value vs Fair Value
Amphenol Corporation APH $157.74 $97.19 −38%
Corning Incorporated GLW CHF 134.64 CHF 35.18 −74%
Delta Electronics, Inc 2308 1,750 TWD 602.37 TWD −66%
Luxshare Precision Industry Co 002475 ¥56.06 ¥38.44 −31%
Samsung Electro-Mechanics Co 009150 1,503,000 KRW 172,954 KRW −88%
Suzhou Dongshan Precision Manufacturing Co 002384 ¥202.11 ¥21.19 −90%
TE Connectivity plc TEL $202.66 $144.42 −29%
Shengyi Technology Co 600183 ¥132.80 ¥36.30 −73%
Flex Ltd FLEX $124.53 $48.10 −61%
Celestica Inc CLS $298.70 $113.54 −62%

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Frequently asked questions

Is IKIO Lighting Limited (IKIO) overvalued or undervalued?
As of Aug 21, 2026, our model estimates a fair value of ₹137.05 versus a price of ₹212.65, about −36% upside (overvalued).
What is the fair value of IKIO?
Our model-based fair value for IKIO Lighting Limited is ₹137.05 (as of Aug 21, 2026), built from audited fundamentals. The current price: ₹212.65.
What is the quality score of IKIO?
IKIO Lighting 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 price target for IKIO Lighting Limited (IKIO)?
Our model-based price target is the fair value of ₹137.05 (as of Aug 21, 2026) from 14 valuation models. Cautious scenario ₹102.78, optimistic scenario ₹171.31. It is a calculation from audited fundamentals, not an analyst target.
What is the IKIO Lighting Limited stock forecast for 2026?
Our models put fair value at ₹137.05, about −36% upside versus a price of ₹212.65 (overvalued). Cautious scenario ₹102.78, optimistic scenario ₹171.31. The calculation is refreshed regularly with new filings.
What is the revenue of IKIO Lighting Limited (IKIO)?
IKIO Lighting Limited reported trailing-twelve-month revenue of about ₹6.4B (latest available figure, as of Aug 21, 2026).
What is the net profit margin of IKIO?
The net profit margin of IKIO Lighting Limited is about 7.2%, meaning it keeps roughly 7.2% of revenue as net income. Based on the latest reported figures.
Does IKIO Lighting Limited pay a dividend?
IKIO Lighting Limited currently shows a dividend yield of about 0.51% relative to its recent price (as of Aug 21, 2026).
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