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NCL Industries Limited (NCLIND) Fair Value & Analysis

Basic Materials · IN · Market cap ₹8.7B

NI NCL Industries Limited NCLIND · NSE
Price₹191.68
Fair Value₹321.70
Upside+67.8%
Quality61/100
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Evidence: High Range ₹187.08 – ₹448.14

Fair value as of: Jul 3, 2026

From 26 valuation models · updated today

Share price +4.2% over the past month.

Price vs Fair Value (12 months)

₹231.98 ₹149.36 Fair Value ₹321.70 Jul 2025 Jul 2026

12‑month range ₹149.36 – ₹231.98 · fair‑value band ₹187.08 – ₹448.14 · the ₹191.68 price screens below the ₹321.70 fair value. As of Jul 3, 2026.

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Analysis

NCL Industries Limited (NCLIND) currently trades at ₹191.68, while our model-based Fair Value estimate is ₹321.70 — implying the stock looks roughly 67.8% undervalued today. We read business quality at 61/100 (solid quality), in the Basic Materials 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, NCL Industries Limited generated revenue of ₹14.2B at a net margin of 6.7%. Revenue grew 62.2% year over year. It earns a return on equity of 13.8%. Net debt stands at ₹2.3B. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹14.2B
Revenue growth (YoY) +62.2%
Net margin 6.7%
Return on equity 13.8%
Free cash flow ₹160M FY2026
P/E ratio 6.9
More key figures
Operating margin 11.9%
EPS (TTM) ₹27.88
Dividend yield 1.8%
EPS growth (YoY) +563%
Net debt ₹2.3B FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 3, 2026. TTM = trailing twelve months.

About the company

NCL Industries Limited manufactures and sells building materials in India. It operates through five segments: Cement; Boards; Hydel Power; Ready Mix Concrete; and Readymade Doors. The company offers cement, including ordinary Portland, pozzolana Portland, and special cements for small housing, megastructures, and irrigation projects applications under the Nagarjuna brand. It also provides ready mixed concrete under the Nagarjuna RMC brand; cement bonded particleboards under the Bison Panel brand; and readymade doors under the NCLdoor brand. In addition, the company operates two mini-hydel power projects with a total installed capacity of 15.75 MW. The company was formerly known as Nagarjuna Cements Limited and changed its name to NCL Industries Limited in 1987. NCL Industries Limited was incorporated in 1979 and is based in Secunderabad, India.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

NCL Industries Limited reported revenue of ₹14.2B in FY2026 versus ₹16.3B in FY2022, a compound −3.4%/yr. Reported net income was ₹954M in FY2026, compounding +0.3%/yr from FY2022.

Revenue −3.4%/yr
FY22 ₹16.3B
FY23 ₹16.1B
FY24 ₹18.7B
FY25 ₹14.1B
FY26 ₹14.2B
Net income +0.3%/yr
FY22 ₹944M
FY23 ₹443M
FY24 ₹932M
FY25 ₹252M
FY26 ₹954M

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Similar stocks

6 more Building Materials stocks, each showing price versus our Fair Value estimate (as of Jul 3, 2026).

Stock Price Fair Value vs Fair Value
CRH plc CRH $111.25 $70.25 -37%
Holcim AG HOLN CHF 77.42 CHF 35.00 -55%
Heidelberg Materials AG HEI €185.15 €157.48 -15%
Vulcan Materials Company VMC $304.39 $119.01 -61%
Martin Marietta Materials, Inc MLM $552.87 $149.37 -73%
UltraTech Cement Limited ULTRACEMCO ₹10,912 ₹4,589 -58%

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Frequently asked questions

Is NCL Industries Limited (NCLIND) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹321.70 versus a price of ₹191.68 — about +68% (undervalued). Model-based estimate, not financial advice.
What is the fair value of NCLIND?
Our model-based fair value for NCL Industries Limited is ₹321.70 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹191.68.
What is the quality score of NCLIND?
NCL Industries Limited has a Quality Score of 61/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of NCL Industries Limited (NCLIND)?
NCL Industries Limited reported trailing-twelve-month revenue of about ₹14.2B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of NCLIND?
The net profit margin of NCL Industries Limited is about 6.7%, meaning it keeps roughly 6.7% of revenue as net income. Based on the latest reported figures.
Does NCL Industries Limited pay a dividend?
NCL Industries Limited currently shows a dividend yield of about 1.83% relative to its recent price (as of Jul 3, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.