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Refex Industries Limited (REFEX) Fair Value & Analysis

Energy · IN · Market cap ₹50.0B

RI Refex Industries Limited REFEX · NSE
Price₹358.40
Fair Value₹199.10
Upside-44.4%
Quality39/100
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Evidence: High Range ₹111.19 – ₹286.85

Fair value as of: Jul 3, 2026

From 25 valuation models · updated today

Share price +13.9% over the past month.

Price vs Fair Value (12 months)

₹454.20 ₹189.11 Fair Value ₹199.10 Jul 2025 Jul 2026

12‑month range ₹189.11 – ₹454.20 · fair‑value band ₹111.19 – ₹286.85 · the ₹358.40 price screens above the ₹199.10 fair value. As of Jul 3, 2026.

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Analysis

Refex Industries Limited (REFEX) currently trades at ₹358.40, while our model-based Fair Value estimate is ₹199.10 — implying the stock looks roughly 44.4% overvalued today. We read business quality at 39/100 (below-average quality), in the Energy 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, Refex Industries Limited generated revenue of ₹22.8B at a net margin of 8.9%. Revenue grew 48.8% year over year. It earns a return on equity of 17.8%. The balance sheet holds a net cash position of ₹1.7B. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹22.8B
Revenue growth (YoY) +48.8%
Net margin 8.9%
Return on equity 17.8%
Free cash flow ₹191M FY2026
P/E ratio 20.3
More key figures
Operating margin 16.5%
EPS (TTM) ₹17.97
Dividend yield 0.4%
EPS growth (YoY) +87.5%
Net cash ₹1.7B FY2026

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

About the company

Refex Industries Limited engages in handling and disposal of fly ash in India. It provides refills hydrofluorocarbons, which is used in air conditioners, refrigerators, and refrigeration systems. The company engages in solar power generation and related activities; coal trading; and providing coal yard management services and power trading solutions. It also owns and operates electric vehicles. The company was formerly known as Refex Refrigerants Limited and changed its name to Refex Industries Limited in November 2013. The company was incorporated in 2002 and is based in Chennai, India.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Refex Industries Limited reported revenue of ₹22.8B in FY2026 versus ₹4.4B in FY2022, a compound +50.5%/yr. Reported net income was ₹2.0B in FY2026, compounding +45.5%/yr from FY2022.

Revenue +50.5%/yr
FY22 ₹4.4B
FY23 ₹16.3B
FY24 ₹13.8B
FY25 ₹24.7B
FY26 ₹22.8B
Net income +45.5%/yr
FY22 ₹454M
FY23 ₹1.2B
FY24 ₹939M
FY25 ₹1.6B
FY26 ₹2.0B

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Frequently asked questions

Is Refex Industries Limited (REFEX) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹199.10 versus a price of ₹358.40 — about −44% (overvalued). Model-based estimate, not financial advice.
What is the fair value of REFEX?
Our model-based fair value for Refex Industries Limited is ₹199.10 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹358.40.
What is the quality score of REFEX?
Refex Industries Limited has a Quality Score of 39/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Refex Industries Limited (REFEX)?
Refex Industries Limited reported trailing-twelve-month revenue of about ₹22.8B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of REFEX?
The net profit margin of Refex Industries Limited is about 8.9%, meaning it keeps roughly 8.9% of revenue as net income. Based on the latest reported figures.
Does Refex Industries Limited pay a dividend?
Refex Industries Limited currently shows a dividend yield of about 0.42% 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.