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LUDLOW JUTE & SPECIALITIES LTD. (LUDLOWJUT) Fair Value & Analysis

Consumer Cyclical · IN · Market cap ₹3.7B

LJ LUDLOW JUTE & SPECIALITIES LTD. LUDLOWJUT · BSE
Price₹348.65
Fair Value₹272.08
Upside-22.0%
Quality51/100
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Risks

!Trades 22% ABOVE our fair value of ₹272.08
!Expensive Growth
!Thin margins · 3.0% net margin
!Low debt · negative free cash flow
Expensive Growth
Thin margins · 3.0% net margin
Low debt · negative free cash flow
Mixed vs. peers (6/13)
Narrow moat 32/100
Evidence: High Range ₹191.25 – ₹364.33 Share as image

Fair value as of: Aug 13, 2026

From 16 valuation models · updated 9 days ago

A solid business, but screening 22% overvalued on our models.

What runs behind every stock

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

What matters now

  • Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (₹191.25 to ₹364.33) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

₹531.80 ₹68.28 Fair Value ₹272.08 Apr 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 ₹68.28 – ₹531.80 · fair‑value band ₹191.25 – ₹364.33 · the ₹348.65 price screens above the ₹272.08 fair value. Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

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Analysis

LUDLOW JUTE & SPECIALITIES LTD. (LUDLOWJUT) currently trades at ₹348.65, while our model-based Fair Value estimate is ₹272.08, implying the stock looks roughly 22.0% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Consumer Cyclical 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, LUDLOW JUTE & SPECIALITIES LTD. generated revenue of ₹5.3B at a net margin of 3.0%. Revenue grew 56.3% year over year. It earns a return on equity of 9.1%. Net debt stands at ₹2.1B. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹191.25 (bear case) to ₹364.33 (bull case); at ₹348.65, 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 37% below its 52-week high and 115% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -7% fair-value upside, at -22%, LUDLOWJUT screens richer 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 ₹143.71 ₹154.89 ₹188.20 76
ROIC Compounder ₹227.53 ₹294.11 ₹372.11 72
Gordon GGM ₹13.52 ₹26.95 ₹40.81 70
All 16 models by family
Earnings-Based
Graham-Dodd ₹102.00 ₹283.07 ₹371.92 54
Lynch FV ₹56.70 ₹81.00 ₹105.30 50
PEG = 1.0 ₹56.70 ₹81.00 ₹105.30 46
EPV ₹219.00 ₹262.03 ₹299.15 59
Dividend Discount
Gordon GGM ₹13.52 ₹26.95 ₹40.81 70
DDM Multi-Stage ₹13.52 ₹20.94 ₹28.44 61
Multiples
P/E Multiple ₹247.50 ₹330.01 ₹412.51 63
P/S Multiple ₹191.25 ₹255.01 ₹318.76 58
P/B Multiple ₹191.25 ₹255.01 ₹318.76 55
EV/EBIT ₹396.12 ₹546.00 ₹695.87 53
EV/EBITDA ₹299.13 ₹416.68 ₹534.22 54
EV/Revenue ₹249.58 ₹379.47 ₹509.36 43
Asset-Based
NCAV (Graham) ₹86.41 ₹115.79 ₹172.82 50
Economic Profit
Residual Income ₹143.71 ₹154.89 ₹188.20 76
ROIC Compounder ₹227.53 ₹294.11 ₹372.11 72
Growth Earnings
Growth-Adj P/E ₹196.18 ₹280.25 ₹364.33 68

Widest divergence: Multiples (₹330.01) versus Dividend Discount (₹20.94). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) ₹5.3B
Revenue growth (YoY) +56.3%
Net margin 3.0%
Return on equity 9.1%
Free cash flow −₹505M FY2026
P/E ratio 23.3
More key figures
Operating margin 4.2%
EPS (TTM) ₹14.94
EPS growth (YoY) -44.6%
Net debt ₹2.1B FY2026

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

Quality Score breakdown

Overall quality 51/100

Of which business quality 48 · Market factors (momentum, volatility) 49

Profitability 54
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 2
Earnings quality: real cash, not paper profit
Fin. Strength 42
Balance sheet, leverage, solvency risk
Investment 78
Disciplined investing over empire-building
Low Volatility 47
Calm price path (market factor)
Momentum 65
Price trend over the last 3–12 months (market factor)
52W Momentum 26
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

Ludlow Jute & Specialities Limited manufactures and sells jute goods primarily in India. Its products include jute, polished, blended, bleached, and dyed jute yarns; hessian, tea bag, and sacking clothes, as well as hessian and sacking bags; and jute tapes/ribbons, sapling bags, soil savers, intermass bags, filtermitts/tubes, curlex blocs, square sheets, …

Full company description

Ludlow Jute & Specialities Limited manufactures and sells jute goods primarily in India. Its products include jute, polished, blended, bleached, and dyed jute yarns; hessian, tea bag, and sacking clothes, as well as hessian and sacking bags; and jute tapes/ribbons, sapling bags, soil savers, intermass bags, filtermitts/tubes, curlex blocs, square sheets, leno scrims, cord yarns/binder twines/garden twines/rope yarns, and leaf sacks. The company also offers jute webbings, blended fabrics, union fabrics, bleached fabrics, hessian scrims, scrim clothes, roofing felt scrims, food grade jute packaging products, net fabrics, basketweave clothes, dyed fabrics, soft luggage, jute matting, herringbone matting, jute felt, horticulture scrims, geo jute, agro fabrics, and gardening twine. It also exports its products to Australia, Italy, Switzerland, Belgium, Jordan, Japan, Canada, Morocco, Turkey, Dubai, the Netherlands, the United Arab Emirates, Egypt, South Korea, Peru, the United Kingdom, France, Portugal, the United States, Germany, Spain, Greece, South Africa, Indonesia, Israel, Oman, Saudi Arabia, Sri Lanka, and South America. The company was formerly known as Aekta Limited and changed its name to Ludlow Jute & Specialities Limited in May 2008. The company was incorporated in 1979 and is headquartered in Kolkata, India. Ludlow Jute & Specialities Limited is a subsidiary of R V Investment & Dealers Limited.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

LUDLOW JUTE & SPECIALITIES LTD. reported revenue of ₹5.3B in FY2026 versus ₹5.8B in FY2022, a compound −2.0%/yr. Reported net income was ₹162M in FY2026, compounding +8.5%/yr from FY2022.

Growth Quality 37/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹5.3B
Latest YoY
+76.8%
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.
−0.7%
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.
+5.1%
Avg. growth/yr (13Y) 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.
+5.2%
Revenue −2.0%/yr
FY22 ₹5.8B
FY23 ₹5.4B
FY24 ₹4.7B
FY25 ₹3.0B
FY26 ₹5.3B
Net income +8.5%/yr
FY22 ₹117M
FY23 ₹13.4M
FY24 −₹125M
FY25 −₹106M
FY26 ₹162M

LUDLOWJUT screens 22% overvalued. Compare with Shenzhou International Group →

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Cite: Fair Value Calculator (2026). "LUDLOW JUTE & SPECIALITIES LTD. Fair Value". https://www.fairvalue-calculator.com/stock/LUDLOWJUT

Peer Group

Textile Manufacturing · 329 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 51 · Above median
Fair Value upside −22% · Below median
Return on equity (TTM) 9% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 3% · Above median
Operating margin (TTM) 4% · Below median
Revenue growth 56% · Top 25%
Dividend yield (TTM) 0.4% · Bottom 25%
Debt / equity 0.31× · Higher than median

Valuation Multiples vs Textile Manufacturing median · lower = cheaper

P/E (TTM) 23.3× · Pricier than median
P/B 2.00× · Pricier than 75% of peers
P/S (TTM) 0.70× · Cheaper than median
EV/EBITDA 10.2× · 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
VALUE4 · sector 9
FUTURE100 · sector 0
PAST37 · sector 15
HEALTH85 · sector 95
DIVIDEND9 · sector 33

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

Stock Price Fair Value vs Fair Value
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Tongkun Group 601233 ¥22.67 ¥14.53 -36%
Inner Mongolia ERDOS Resources Co 600295 ¥12.79 ¥14.35 +12%
Far Eastern New Century Corporation 1402 27.55 TWD 25.64 TWD -7%
K.P.R. Mill Limited KPRMILL ₹1,124 ₹467.49 -58%
Vardhman Textiles Limited VTL ₹591.90 ₹437.53 -26%
Isiklar Enerji ve Yapi Holding IEYHO 174.20 TRY 324.31 TRY +86%
Ruentex Industries Ltd 2915 54.10 TWD 133.24 TWD +146%
Welspun Living Limited WELSPUNLIV ₹165.23 ₹47.77 -71%
Arvind Limited ARVIND ₹571.85 ₹322.41 -44%

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Frequently asked questions

Is LUDLOW JUTE & SPECIALITIES LTD. (LUDLOWJUT) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹272.08 versus a price of ₹348.65, about −22% (overvalued).
What is the fair value of LUDLOWJUT?
Our model-based fair value for LUDLOW JUTE & SPECIALITIES LTD. is ₹272.08 (as of Aug 13, 2026), built from audited fundamentals. The current price: ₹348.65.
What is the quality score of LUDLOWJUT?
LUDLOW JUTE & SPECIALITIES LTD. has a Quality Score of 51/100. 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 LUDLOW JUTE & SPECIALITIES LTD. (LUDLOWJUT)?
LUDLOW JUTE & SPECIALITIES LTD. reported trailing-twelve-month revenue of about ₹5.3B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of LUDLOWJUT?
The net profit margin of LUDLOW JUTE & SPECIALITIES LTD. is about 3.0%, meaning it keeps roughly 3.0% 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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