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IST LTD. (ISTLTD) Fair Value & Analysis

Consumer Discretionary · IN · Market cap ₹7.4B

IL IST LTD. ISTLTD · BSE
Price₹672.95
Fair Value₹806.60
Upside+19.9%
Quality61/100
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Strengths

Trades 17% below our fair value of ₹806.60
Highly profitable · 121.7% net margin
generates free cash flow
Ranks above peers (9/12)

Risks

!Weak Growth (revenue 5y −1.4 %/yr)
Weak Growth (revenue 5y −1.4 %/yr)
Highly profitable · 121.7% net margin
generates free cash flow
Ranks above peers (9/12)
Evidence: High Range ₹586.68 – ₹1,056 Share as image

Fair value as of: Aug 13, 2026

From 22 valuation models · updated 13 days ago

A solid business, trading 17% below our fair value.

What runs behind every stock

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

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What matters now

  • A fairly wide model range (₹586.68 to ₹1,056) leaves room in how you read the outcome.
  • Our model range runs from ₹586.68 (bear) to ₹1,056 (bull), base ₹806.60. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 61/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

₹1,100 ₹367.70 Fair Value ₹806.60 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ₹367.70 – ₹1,100 · fair‑value band ₹586.68 – ₹1,056 · the ₹672.95 price screens below the ₹806.60 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

IST LTD. (ISTLTD) currently trades at ₹672.95, while our model-based Fair Value estimate is ₹806.60, implying the stock looks roughly 19.9% undervalued today. The Quality Score stands at 61/100 (solid quality), in the Consumer Discretionary 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.

Trailing-twelve-month revenue stands at ₹1.3B. Revenue grew 19.0% year over year. It earns a return on equity of 9.7%. The stock trades on a trailing P/E of 5.1. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹586.68 (bear case) to ₹1,056 (bull case); at ₹672.95, 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 30% below its 52-week high and 30% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Discretionary peers we cover trades at -43% fair-value upside, at 20%, ISTLTD 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 ₹715.83 ₹957.92 ₹1,286 72
Growth-Adj P/E ₹1,573 ₹2,247 ₹2,922 68
Rev-Margin DCF ₹310.07 ₹365.01 ₹421.62 67
All 22 models by family
DCF Models
FCF DCF ₹694.72 ₹950.85 ₹1,314 38
Owner Earnings ₹1,324 ₹1,814 ₹2,508 31
5Y Revenue Exit ₹320.83 ₹378.40 ₹444.21 39
5Y EBITDA Exit ₹577.43 ₹824.61 ₹1,104 41
5Y P/E Exit ₹1,432 ₹2,311 ₹3,206 38
10Y Revenue Exit ₹459.60 ₹534.35 ₹611.14 36
10Y EBITDA Exit ₹617.50 ₹825.75 ₹1,066 37
10Y P/E Exit ₹1,135 ₹1,797 ₹2,516 35
Earnings-Based
Graham-Dodd ₹894.86 ₹1,804 ₹2,269 54
EPV ₹322.00 ₹372.21 ₹415.52 59
Multiples
P/E Multiple ₹2,171 ₹2,895 ₹3,619 63
P/S Multiple ₹97.35 ₹129.79 ₹162.24 58
P/B Multiple ₹1,678 ₹2,237 ₹2,796 55
EV/EBIT ₹801.62 ₹1,067 ₹1,333 53
EV/EBITDA ₹580.14 ₹772.18 ₹964.21 54
EV/Revenue ₹94.89 ₹133.83 ₹172.77 43
Asset-Based
NCAV (Graham) ₹725.39 ₹972.03 ₹1,451 50
Growth DCF
Growth DCF ₹715.83 ₹957.92 ₹1,286 72
Rev-Margin DCF ₹310.07 ₹365.01 ₹421.62 67
Economic Profit
Residual Income ₹1,225 ₹1,331 ₹1,694 61
ROIC Compounder ₹322.00 ₹372.21 ₹415.52 67
Growth Earnings
Growth-Adj P/E ₹1,573 ₹2,247 ₹2,922 68

Widest divergence: Growth Earnings (₹2,247) versus Growth DCF (₹365.01). Highest evidence: Growth DCF (72).

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Key figures & financial health

P/E ratio 5.1
P/S ratio 5.89 TTM
Net margin 122% TTM
Return on equity 9.7% TTM
Return on assets 2.6% TTM
Operating margin 33.7% TTM
More key figures
Profitability
EPS (TTM) ₹131.62
Growth
Revenue (TTM) ₹1.3B TTM
Revenue growth (YoY) +19.0% 3y avg +1.6%
EPS growth (YoY) +166%
Balance sheet & cash flow
Free cash flow ₹816M FY2026

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 61 · Market factors (momentum, volatility) 39

Profitability 42
Margins and returns on capital today
Quality Growth 30
Are margins and returns improving?
Cashflow 76
Earnings quality: real cash, not paper profit
Fin. Strength 80
Balance sheet, leverage, solvency risk
Investment 48
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 25
Price trend over the last 3–12 months (market factor)
52W Momentum 19
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.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

IST LTD. reported revenue of ₹1.3B in FY2026 versus ₹1.2B in FY2022, a compound +0.3%/yr. Reported net income was ₹1.5B in FY2026, compounding +12.3%/yr from FY2022.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2026)
₹1.3B
Latest YoY
+9.7%
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.
+1.6%
Avg. revenue 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.
−1.4%
Avg. revenue growth/yr (7Y) 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.
+1.2%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+9.9% (9.9 + 0.0)
Revenue +0.3%/yr
FY22 ₹1.2B
FY23 ₹1.2B
FY24 ₹1.1B
FY25 ₹1.2B
FY26 ₹1.3B
Net income +12.3%/yr
FY22 ₹966M
FY23 ₹817M
FY24 ₹1.3B
FY25 ₹1.4B
FY26 ₹1.5B

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Cite: Fair Value Calculator (2026). "IST LTD. Fair Value". https://www.fairvalue-calculator.com/stock/ISTLTD

Peer Group

Consumer Discretionary · 3833 stocks

How this stock ranks against its sector: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median. (Industry “Automotive Components” was too small, so the broader sector is used.)

Quality Score 61 · Above median
Fair Value upside +4% · Above median
Return on equity (TTM) 10% · Above median
Return on assets 3% · Below median
Net margin (TTM) 122% · Top 25%
Operating margin (TTM) 34% · Top 25%
Revenue growth 19% · Top 25%

Valuation Multiples vs Consumer Discretionary median · lower = cheaper

P/E (TTM) 5.1× · Cheaper than 75% of peers
P/B 0.44× · Cheaper than 75% of peers
P/S (TTM) 5.89× · Pricier than 75% of peers
P/FCF 0.1× · Cheaper than 75% of peers
EV/EBITDA 9.9× · 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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE39 · sector 22
FUTURE95 · sector 15
PAST39 · sector 21
HEALTH0 · sector 96
DIVIDEND0 · sector 43

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

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10 more Automotive Components stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

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SAPL SAPL ₹3,998 ₹2,275 -43%
MCCHRLSB MCCHRLSB ₹670.10 ₹142.86 -79%
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Frequently asked questions

Is IST LTD. (ISTLTD) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹806.60 versus a price of ₹672.95, about +20% (undervalued).
What is the fair value of ISTLTD?
Our model-based fair value for IST LTD. is ₹806.60 (as of Aug 13, 2026), built from audited fundamentals. The current price: ₹672.95.
What is the quality score of ISTLTD?
IST LTD. has a Quality Score of 61/100. 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 IST LTD. (ISTLTD)?
IST LTD. reported trailing-twelve-month revenue of about ₹1.3B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of ISTLTD?
The net profit margin of IST LTD. is about 121.7%, meaning it keeps roughly 121.7% of revenue as net income. Based on the latest reported figures.

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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