EN DE

Poddar Pigments Limited (PODDARMENT) Fair Value & Analysis

Basic Materials · IN · Market cap ₹2.6B

PP Poddar Pigments Limited PODDARMENT · NSE
Price₹253.45
Fair Value₹213.28
Upside-15.9%
Quality50/100
Watch Poddar Pigments Limited for free, get notified when fair value or trend changes. Watch for free
Expensive Growth
Thin margins · 3.9% net margin
negative free cash flow
1.62% dividend yield
Mixed vs. peers (7/12)
Narrow moat 26/100
Evidence: High Range ₹177.32 – ₹255.19 Share as image

Fair value as of: Aug 13, 2026

From 15 valuation models · updated 4 days ago

Share price +12.4% over the past month.

A solid business, but screening 16% overvalued on our models.

What matters now

  • Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
  • Our model range runs from ₹177.32 (bear) to ₹255.19 (bull), base ₹213.28. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 50/100 (solid quality) with high evidence: the data supports the verdict.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

₹458.62 ₹198.20 Fair Value ₹213.28 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 ₹198.20 – ₹458.62 · fair‑value band ₹177.32 – ₹255.19 · the ₹253.45 price screens above the ₹213.28 fair value. Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Poddar Pigments Limited (PODDARMENT) currently trades at ₹253.45, while our model-based Fair Value estimate is ₹213.28, implying the stock looks roughly 15.9% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Basic Materials 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, Poddar Pigments Limited generated revenue of ₹3.7B at a net margin of 3.9%. Revenue grew 15.2% year over year. It earns a return on equity of 4.1%. Net debt stands at ₹14.2M. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹177.32 (bear case) to ₹255.19 (bull case); at ₹253.45, 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 19% below its 52-week high and 26% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -68% fair-value upside, at -16%, PODDARMENT 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 ₹243.79 ₹240.87 ₹215.26 76
Gordon GGM ₹35.13 ₹60.44 ₹90.48 70
Growth-Adj P/E ₹137.41 ₹196.30 ₹255.19 68
All 15 models by family
Earnings-Based
Graham-Dodd ₹94.59 ₹227.42 ₹293.58 54
PEG = 1.0 ₹40.02 ₹57.17 ₹74.33 46
EPV ₹82.06 ₹94.31 ₹104.89 59
Dividend Discount
Gordon GGM ₹35.13 ₹60.44 ₹90.48 70
DDM Multi-Stage ₹35.13 ₹51.58 ₹68.90 61
Multiples
P/E Multiple ₹177.36 ₹236.48 ₹295.61 63
P/S Multiple ₹177.36 ₹236.48 ₹295.61 58
P/B Multiple ₹177.36 ₹236.48 ₹295.61 55
EV/EBIT ₹146.38 ₹193.70 ₹241.02 53
EV/EBITDA ₹172.10 ₹227.99 ₹283.88 54
EV/Revenue ₹127.45 ₹180.18 ₹232.91 43
Asset-Based
NCAV (Graham) ₹165.23 ₹221.41 ₹330.46 50
Economic Profit
Residual Income ₹243.79 ₹240.87 ₹215.26 76
ROIC Compounder ₹82.06 ₹94.31 ₹104.89 67
Growth Earnings
Growth-Adj P/E ₹137.41 ₹196.30 ₹255.19 68

Widest divergence: Multiples (₹227.99) versus Dividend Discount (₹51.58). Highest evidence: Residual Income (76).

Notify me when PODDARMENT reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) ₹3.7B
Revenue growth (YoY) +15.2%
Net margin 3.9%
Return on equity 4.1%
Free cash flow −₹66.7M FY2026
P/E ratio 18.2
More key figures
Operating margin 1.8%
EPS (TTM) ₹13.90
Dividend yield 1.6%
EPS growth (YoY) -7.8%
Net debt ₹14.2M FY2026

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

Quality Score breakdown

Overall quality 50/100

Of which business quality 52 · Market factors (momentum, volatility) 46

Profitability 37
Margins and returns on capital today
Quality Growth 24
Are margins and returns improving?
Cashflow 31
Earnings quality: real cash, not paper profit
Fin. Strength 81
Balance sheet, leverage, solvency risk
Investment 65
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 32
Price trend over the last 3–12 months (market factor)
52W Momentum 34
Distance to the 52-week high (market factor)
Net Issuance 81
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

Poddar Pigments Limited manufactures and sells color and additive masterbatches for dope dyeing of man-made fibers and various plastic applications primarily in India.

Full company description

Poddar Pigments Limited manufactures and sells color and additive masterbatches for dope dyeing of man-made fibers and various plastic applications primarily in India. The company offers manmade fiber products, such as polyester, polypropylene, and nylon products; masterbatches for plastic applications, including monolayer and multilayer films, injection/blow mouldings, BoPP/CPP films, sheet extrusions, cables, PET preforms and bottles, containers, drums, bottles, toys, stationery, luggage, furniture, home appliances and essentials, caps and closures, PP-R plumbing pipes, PLB ducts, and corrugated pipes, PC sheets, shade net, tapes, artificial grass, JFT, HFFR cables, optical fibre cables, and non woven fabrics for application in the medical, personal care and hygiene, home furnishing, agriculture, liners, and packaging industries; additive and smart masterbatches, such as waxes, silicones, silicates, and fatty acid amides; antimicrobial, flame retardant, hydrophilic and hydrophobic agents, anti scratch, easy dyeable polyester, and anti-block; and engineering plastics and compounds. It also exports its products. The company was incorporated in 1991 and is headquartered in Chennai, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Poddar Pigments Limited reported revenue of ₹3.7B in FY2026 versus ₹2.9B in FY2022, a compound +6.4%/yr. Reported net income was ₹148M in FY2026, compounding −8.7%/yr from FY2022.

Growth Quality 44/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹3.7B
Latest YoY
+1.7%
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.
+3.6%
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.
+7.8%
Avg. growth/yr (20Y) 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.
+8.5%
Revenue +6.4%/yr
FY22 ₹2.9B
FY23 ₹3.4B
FY24 ₹3.7B
FY25 ₹3.7B
FY26 ₹3.7B
Net income −8.7%/yr
FY22 ₹213M
FY23 ₹273M
FY24 ₹288M
FY25 ₹228M
FY26 ₹148M
Character of growth · EPS growth decomposed (2015-2026) +2.1 % p.a.
Revenue per share +1.5 pp

of which total revenue +1.5 pp · buybacks/dilution +0.0 pp

EBIT margin −2.1 pp
Tax rate +0.2 pp
Residual (interest, one-offs) +2.6 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

PODDARMENT screens 16% overvalued. Compare with Linde plc →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Poddar Pigments Limited Fair Value". https://www.fairvalue-calculator.com/stock/PODDARMENT

Peer Group

Specialty Chemicals · 672 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 50 · Below median
Fair Value upside −16% · Above median
Return on equity (TTM) 4% · Below median
Return on assets 2% · Below median
Net margin (TTM) 4% · Below median
Operating margin (TTM) 2% · Bottom 25%
Revenue growth 15% · Above median
Dividend yield (TTM) 1.6% · Above median

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 18.2× · Cheaper than median
P/B 0.74× · Cheaper than 75% of peers
P/S (TTM) 0.69× · Cheaper than median
EV/EBITDA 10.7× · 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.

VALUE 12 · sector 0
FUTURE 76 · sector 18
PAST 17 · sector 23
HEALTH 0 · sector 95
DIVIDEND 32 · sector 31

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

Stock Price Fair Value vs Fair Value
Linde plc LIN $479.43 $222.03 -54%
Wanhua Chemical Group 600309 ¥75.06 ¥68.03 -9%
Novozymes A/S NSISB kr 416.10 kr 170.02 -59%
Asian Paints Limited ASIANPAINT ₹2,756 ₹664.51 -76%
Solar Industries India Limited SOLARINDS ₹18,730 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,702 ₹351.84 -79%
PT Chandra Asri Pacific Tbk TPIA 2,160 IDR 2,322 IDR +8%
Berger Paints India Limited BERGEPAINT ₹559.80 ₹154.46 -72%
Gujarat Fluorochemicals Limited FLUOROCHEM ₹4,566 ₹836.47 -82%
Himadri Speciality Chemical Limited HSCL ₹778.15 ₹248.63 -68%

Compare Poddar Pigments Limited with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Basic Materials stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Poddar Pigments Limited (PODDARMENT) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹213.28 versus a price of ₹253.45, about −16% (overvalued).
What is the fair value of PODDARMENT?
Our model-based fair value for Poddar Pigments Limited is ₹213.28 (as of Aug 13, 2026), built from audited fundamentals. The current price is ₹253.45.
What is the quality score of PODDARMENT?
Poddar Pigments Limited has a Quality Score of 50/100. 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 Poddar Pigments Limited (PODDARMENT)?
Poddar Pigments Limited reported trailing-twelve-month revenue of about ₹3.7B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of PODDARMENT?
The net profit margin of Poddar Pigments Limited is about 3.9%, meaning it keeps roughly 3.9% of revenue as net income. Based on the latest reported figures.
Does Poddar Pigments Limited pay a dividend?
Poddar Pigments Limited currently shows a dividend yield of about 1.62% 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.

14 days Pro free · no card

Track Poddar Pigments Limited and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.