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Kovilpatti Lakshmi Roller Flour Mills Ltd (KLRFM) Fair Value & Analysis

Consumer Defensive · IN · Market cap ₹868M

KL Kovilpatti Lakshmi Roller Flour Mills Ltd KLRFM · BSE
Price₹80.67
Fair Value₹152.20
Upside+88.7%
Quality42/100
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Expensive Growth
Thin margins · 2.0% net margin
Moderate debt · negative free cash flow
0.99% dividend yield
Mixed vs. peers (7/13)
Narrow moat 35/100
Evidence: High Range ₹112.19 – ₹202.52 Share as image

Fair value as of: Aug 13, 2026

From 16 valuation models · updated 6 days ago

Fair value updated Aug 13, 2026, revised from ₹153.33 to ₹152.20 (−0.7%) since Aug 12, 2026.

Below-average quality, screening 89% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (42/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (₹112.19). The market is more pessimistic than our downside scenario.
  • A fairly wide model range (₹112.19 to ₹202.52) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

₹277.82 ₹41.42 Fair Value ₹152.20 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 ₹41.42 – ₹277.82 · fair‑value band ₹112.19 – ₹202.52 · the ₹80.67 price screens below the ₹152.20 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Kovilpatti Lakshmi Roller Flour Mills Ltd (KLRFM) currently trades at ₹80.67, while our model-based Fair Value estimate is ₹152.20, implying the stock looks roughly 88.7% undervalued today. The Quality Score stands at 42/100 (below-average quality), in the Consumer Defensive 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.

Over the trailing twelve months, Kovilpatti Lakshmi Roller Flour Mills Ltd generated revenue of ₹4.1B at a net margin of 2.0%. Revenue declined 7.7% year over year. It earns a return on equity of 11.5%. Net debt stands at ₹816M. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹112.19 (bear case) to ₹202.52 (bull case); at ₹80.67, the current price sits below 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 44% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -14% fair-value upside, at 89%, KLRFM 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 ₹69.25 ₹76.34 ₹109.17 76
ROIC Compounder ₹45.87 ₹57.74 ₹67.63 72
Gordon GGM ₹3.88 ₹7.00 ₹9.64 70
All 16 models by family
Earnings-Based
Graham-Dodd ₹60.88 ₹168.77 ₹221.72 54
Lynch FV ₹33.78 ₹48.26 ₹62.73 50
PEG = 1.0 ₹33.78 ₹48.26 ₹62.73 46
EPV ₹45.87 ₹57.74 ₹67.63 59
Dividend Discount
Gordon GGM ₹3.88 ₹7.00 ₹9.64 70
DDM Multi-Stage ₹3.88 ₹5.76 ₹7.48 61
Multiples
P/E Multiple ₹141.01 ₹188.01 ₹235.01 63
P/S Multiple ₹114.15 ₹152.20 ₹190.25 58
P/B Multiple ₹114.15 ₹152.20 ₹190.25 55
EV/EBIT ₹134.44 ₹192.99 ₹251.54 53
EV/EBITDA ₹170.85 ₹241.53 ₹312.22 54
EV/Revenue ₹84.16 ₹137.89 ₹191.61 43
Asset-Based
NCAV (Graham) ₹41.23 ₹55.25 ₹82.47 50
Economic Profit
Residual Income ₹69.25 ₹76.34 ₹109.17 76
ROIC Compounder ₹45.87 ₹57.74 ₹67.63 72
Growth Earnings
Growth-Adj P/E ₹112.19 ₹160.27 ₹208.35 68

Widest divergence: Growth Earnings (₹160.27) versus Dividend Discount (₹5.76). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) ₹4.1B
Revenue growth (YoY) -7.7%
Net margin 2.0%
Return on equity 11.5%
Free cash flow −₹108M FY2026
P/E ratio 9.0
More key figures
Operating margin 2.9%
EPS (TTM) ₹8.95
Dividend yield 1.0%
EPS growth (YoY) +31.3%
Net debt ₹816M FY2026

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

Quality Score breakdown

Overall quality 42/100

Of which business quality 41 · Market factors (momentum, volatility) 28

Profitability 60
Margins and returns on capital today
Quality Growth 39
Are margins and returns improving?
Cashflow 6
Earnings quality: real cash, not paper profit
Fin. Strength 41
Balance sheet, leverage, solvency risk
Investment 78
Disciplined investing over empire-building
Low Volatility 65
Calm price path (market factor)
Momentum 19
Price trend over the last 3–12 months (market factor)
52W Momentum 0
Distance to the 52-week high (market factor)
Net Issuance 40
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

Kovilpatti Lakshmi Roller Flour Mills Limited engages in the food processing and engineering business primarily in India. It offers wheat flour and wheat products, such as maida, atta, sooji, and whole wheat atta under the Kuthuvilakku, Kera, and Alamaram brand names to commercial establishments and households.

Full company description

Kovilpatti Lakshmi Roller Flour Mills Limited engages in the food processing and engineering business primarily in India. It offers wheat flour and wheat products, such as maida, atta, sooji, and whole wheat atta under the Kuthuvilakku, Kera, and Alamaram brand names to commercial establishments and households. The company provides sheet metal products for control panel boxes, textile machinery, textile testing and sorting, coffee plantation and flour milling machinery, wagon rails, flood light fittings, bucket elevators, and material handling equipment that are used in coffee, flour, rice, and textile industries. In addition, it offers castings for automotive industry, such as mounting brackets, steering boxes, and rotors; agriculture industry that include manifolds, crank cases, and PTO covers; and other industries, including pump casings, coffee pulpers, and textile machine parts. The company was formerly known as KLRF Limited and changed its name to Kovilpatti Lakshmi Roller Flour Mills Limited in May 2018. Kovilpatti Lakshmi Roller Flour Mills Limited was incorporated in 1961 and is based in Coimbatore, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Kovilpatti Lakshmi Roller Flour Mills Ltd reported revenue of ₹4.1B in FY2026 versus ₹2.7B in FY2022, a compound +10.7%/yr. Reported net income was ₹80.9M in FY2026, compounding +1.8%/yr from FY2022.

Growth Quality 50/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹4.1B
Latest YoY
−3.7%
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.
+0.6%
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.
+12.9%
Revenue +10.7%/yr
FY22 ₹2.7B
FY23 ₹4.0B
FY24 ₹4.1B
FY25 ₹4.3B
FY26 ₹4.1B
Net income +1.8%/yr
FY22 ₹75.3M
FY23 ₹101M
FY24 ₹78.0M
FY25 ₹11.5M
FY26 ₹80.9M

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Cite: Fair Value Calculator (2026). "Kovilpatti Lakshmi Roller Flour Mills Ltd Fair Value". https://www.fairvalue-calculator.com/stock/KLRFM

Peer Group

Packaged Foods · 658 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 42 · Bottom 25%
Fair Value upside +89% · Top 25%
Return on equity (TTM) 11% · Above median
Return on assets 4% · Above median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 3% · Below median
Revenue growth -8% · Bottom 25%
Dividend yield (TTM) 1.2% · Below median
Debt / equity 0.50× · Higher than 75% of peers

Valuation Multiples vs Packaged Foods median · lower = cheaper

P/E (TTM) 9.0× · Cheaper than 75% of peers
P/B 1.16× · Cheaper than median
P/S (TTM) 0.21× · Cheaper than 75% of peers
EV/EBITDA 6.3× · 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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE100 · sector 25
FUTURE0 · sector 19
PAST46 · sector 28
HEALTH75 · sector 96
DIVIDEND25 · sector 52

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 Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Nestlé India Limited NESTLEIND ₹1,507 ₹362.37 -76%
Britannia Industries Limited BRITANNIA ₹5,511 ₹1,765 -68%
Tata Consumer Products Limited TATACONSUM ₹1,062 ₹327.27 -69%
PT Indofood CBP Sukses Makmur Tbk ICBP 7,550 IDR 12,864 IDR +70%
Samyang Foods Co 003230 1,219,000 KRW 1,010,543 KRW -17%
Vietnam Dairy Products Joint Stock Company VNM 61,600 VND 52,858 VND -14%
Patanjali Foods Limited PATANJALI ₹350.95 ₹144.77 -59%
PT Mayora Indah Tbk, MYOR 1,650 IDR 2,699 IDR +64%
PT Cisarua Mountain Dairy Tbk CMRY 4,610 IDR 4,350 IDR -6%
Nongshim Co 004370 389,500 KRW 530,619 KRW +36%

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Frequently asked questions

Is Kovilpatti Lakshmi Roller Flour Mills Ltd (KLRFM) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹152.20 versus a price of ₹80.67, about +89% (undervalued).
What is the fair value of KLRFM?
Our model-based fair value for Kovilpatti Lakshmi Roller Flour Mills Ltd is ₹152.20 (as of Aug 13, 2026), built from audited fundamentals. The current price: ₹80.67.
What is the quality score of KLRFM?
Kovilpatti Lakshmi Roller Flour Mills Ltd has a Quality Score of 42/100. 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 Kovilpatti Lakshmi Roller Flour Mills Ltd (KLRFM)?
Kovilpatti Lakshmi Roller Flour Mills Ltd reported trailing-twelve-month revenue of about ₹4.1B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of KLRFM?
The net profit margin of Kovilpatti Lakshmi Roller Flour Mills Ltd is about 2.0%, meaning it keeps roughly 2.0% of revenue as net income. Based on the latest reported figures.
Does Kovilpatti Lakshmi Roller Flour Mills Ltd pay a dividend?
Kovilpatti Lakshmi Roller Flour Mills Ltd currently shows a dividend yield of about 0.99% relative to its recent price (as of Aug 13, 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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