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Ponni Sugars (Erode) Limited (PONNIERODE) Fair Value & Analysis

Consumer Defensive · IN · Market cap ₹2.7B

PS Ponni Sugars (Erode) Limited PONNIERODE · NSE
Price₹315.05
Fair Value₹618.81
Upside+96.4%
Quality61/100
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Evidence: High Range ₹566.97 – ₹894.22

Fair value as of: Jul 3, 2026

From 25 valuation models · updated today

Share price +4.5% over the past month.

Price vs Fair Value (12 months)

₹339.60 ₹252.56 Fair Value ₹618.81 Jul 2025 Jul 2026

12‑month range ₹252.56 – ₹339.60 · fair‑value band ₹566.97 – ₹894.22 · the ₹315.05 price screens below the ₹618.81 fair value. As of Jul 3, 2026.

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Analysis

Ponni Sugars (Erode) Limited (PONNIERODE) currently trades at ₹315.05, while our model-based Fair Value estimate is ₹618.81 — implying the stock looks roughly 96.4% undervalued today. We read business quality at 61/100 (solid 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, Ponni Sugars (Erode) Limited generated revenue of ₹4.1B at a net margin of 11.6%. Revenue declined 5.2% year over year. It earns a return on equity of 8.7%. The balance sheet holds a net cash position of ₹21.6M. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹4.1B
Revenue growth (YoY) -5.2%
Net margin 11.6%
Return on equity 8.7%
Free cash flow ₹236M FY2026
P/E ratio 5.7
More key figures
Operating margin 16.7%
EPS (TTM) ₹55.84
Dividend yield 1.6%
EPS growth (YoY) +489%
Net cash ₹21.6M FY2026

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

About the company

Ponni Sugars (Erode) Limited manufactures and sells sugar in India. It operates through Sugar and Cogeneration segments. The company is involved in the provision of bagasse and molasses; and cogeneration of power. It also exports its products. Ponni Sugars (Erode) Limited was formerly known as SPB Sugars and Chemicals Limited and changed its name to Ponni Sugars (Erode) Limited in January 2000. Ponni Sugars (Erode) Limited was incorporated in 1996 and is based in Chennai, India.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Ponni Sugars (Erode) Limited reported revenue of ₹4.1B in FY2026 versus ₹2.9B in FY2022, a compound +9.5%/yr. Reported net income was ₹480M in FY2026, compounding +13.2%/yr from FY2022.

Revenue +9.5%/yr
FY22 ₹2.9B
FY23 ₹4.4B
FY24 ₹4.2B
FY25 ₹3.6B
FY26 ₹4.1B
Net income +13.2%/yr
FY22 ₹293M
FY23 ₹383M
FY24 ₹469M
FY25 ₹193M
FY26 ₹480M

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Frequently asked questions

Is Ponni Sugars (Erode) Limited (PONNIERODE) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹618.81 versus a price of ₹315.05 — about +96% (undervalued). Model-based estimate, not financial advice.
What is the fair value of PONNIERODE?
Our model-based fair value for Ponni Sugars (Erode) Limited is ₹618.81 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹315.05.
What is the quality score of PONNIERODE?
Ponni Sugars (Erode) Limited has a Quality Score of 61/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Ponni Sugars (Erode) Limited (PONNIERODE)?
Ponni Sugars (Erode) Limited reported trailing-twelve-month revenue of about ₹4.1B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of PONNIERODE?
The net profit margin of Ponni Sugars (Erode) Limited is about 11.6%, meaning it keeps roughly 11.6% of revenue as net income. Based on the latest reported figures.
Does Ponni Sugars (Erode) Limited pay a dividend?
Ponni Sugars (Erode) Limited currently shows a dividend yield of about 1.58% 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.