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SEL Manufacturing Company (SELMC) Fair Value & Analysis

Consumer Cyclical · IN · Market cap ₹983M

SM SEL Manufacturing Company SELMC · NSE
Price₹27.99
Fair Value₹49.92
Upside+78.4%
Quality30/100
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Weak Growth
Thin margins · 0.0% net margin
Negative equity (buybacks among others) · generates free cash flow
Mixed vs. peers (4/9)
Narrow moat 0/100
Evidence: Low Range ₹14.42 – ₹105.66 Share as image

Fair value as of: Aug 8, 2026

From 3 valuation models · updated today

Fair value updated Aug 8, 2026, revised from ₹108.55 to ₹49.92 (−54.0%) since Jul 3, 2026. Share price −2.8% over the past month.

Below-average quality, screening 78% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (30/100). That raises the risk this is a value trap rather than a bargain.
  • The model range is unusually wide (₹14.42 to ₹105.66). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

₹1,882 ₹4.95 Fair Value ₹49.92 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 8, 2026.

How to read this chart

60‑month range ₹4.95 – ₹1,882 · fair‑value band ₹14.42 – ₹105.66 · the ₹27.99 price screens below the ₹49.92 fair value. Dashed = 300-day average. As of Aug 8, 2026.

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Analysis

SEL Manufacturing Company (SELMC) currently trades at ₹27.99, while our model-based Fair Value estimate is ₹49.92, implying the stock looks roughly 78.4% undervalued today. We read business quality at 30/100 (below-average quality), in the Consumer Cyclical 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: low), always confirm before acting.

Trailing-twelve-month revenue stands at ₹154M. Revenue declined 18.5% year over year. Net debt stands at ₹9.8B. Fundamentals as of Aug 8, 2026

Our scenario range runs from ₹14.42 (bear case) to ₹105.66 (bull case); at ₹27.99, 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 35% below its 52-week high and 6% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -27% fair-value upside, at 78%, SELMC 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 BearBaseBull Evidence
Highest evidence
Growth DCF ₹26.12 ₹51.37 ₹90.50 80
FCF DCF ₹23.28 ₹49.92 ₹94.62 38
10Y Revenue Exit ₹1.10 ₹4.87 36
All 3 models by family
DCF Models
FCF DCF ₹23.28 ₹49.92 ₹94.62 38
10Y Revenue Exit ₹1.10 ₹4.87 36
Growth DCF
Growth DCF ₹26.12 ₹51.37 ₹90.50 80

Widest divergence: Growth DCF (₹51.37) versus DCF Models (₹1.10). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) ₹154M
Revenue growth (YoY) -18.5%
Return on equity -419%
Free cash flow ₹779M FY2026
Operating margin -967%
EPS (TTM) ₹-50.66
More key figures
Net debt ₹9.8B FY2026

Figures from reported company fundamentals · as of Aug 8, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 30/100

Of which business quality 27 · Market factors (momentum, volatility) 40

Profitability 0
Margins and returns on capital today
Quality Growth 8
Are margins and returns improving?
Cashflow 33
Earnings quality: real cash, not paper profit
Fin. Strength 0
Balance sheet, leverage, solvency risk
Investment 75
Disciplined investing over empire-building
Low Volatility 71
Calm price path (market factor)
Momentum 34
Price trend over the last 3–12 months (market factor)
52W Momentum 16
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

SEL Manufacturing Company Limited operates as a textile company primarily in India. Its products portfolio includes knitted garments, terry towels, knitted and processed fabrics, and various yarns. SEL Manufacturing Company Limited was founded in 1969 and is based in Ludhiana, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

SEL Manufacturing Company reported revenue of ₹154M in FY2026 versus ₹4.2B in FY2022, a compound −56.2%/yr. Reported net income was −₹1.7B in FY2026.

Growth Quality 11/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2026)
₹154M
Latest YoY
−53.1%
Avg. growth/yr (3Y)
−69.7%
Avg. growth/yr (5Y)
−39.4%
Avg. growth/yr (19Y)
−12.7%
Revenue −56.2%/yr
FY22 ₹4.2B
FY23 ₹5.5B
FY24 ₹3.5B
FY25 ₹329M
FY26 ₹154M
Net income
FY22 −₹1.3B
FY23 −₹1.9B
FY24 −₹1.9B
FY25 −₹1.3B
FY26 −₹1.7B

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Cite: Fair Value Calculator (2026). "SEL Manufacturing Company Fair Value". https://www.fairvalue-calculator.com/stock/SELMC

Peer Group

Textile Manufacturing · 316 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 30 · Bottom 25%
Return on assets -6% · Bottom 25%
Net margin (TTM) 0% · Below median
Revenue growth -19% · Bottom 25%

Valuation Multiples vs Textile Manufacturing median · lower = cheaper

P/S (TTM) 0.07× · Cheaper than 75% of peers
P/FCF 0.0× · Cheaper than 75% of peers

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 100 · sector 11
FUTURE 0 · sector 0
PAST 0 · sector 15
HEALTH 100 · sector 95
DIVIDEND 0 · sector 34

PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.

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 Textile Manufacturing stocks, each showing price versus our Fair Value estimate (as of Aug 8, 2026).

Stock Price Fair Value vs Fair Value
Shenzhou International Group 2313 HK$44.40 HK$75.65 +70%
Tongkun Group 601233 ¥21.65 ¥14.53 -33%
Inner Mongolia ERDOS Resources Co 600295 ¥12.04 ¥14.35 +19%
HMT (Xiamen) New Technical Materials Co 603306 ¥91.75 ¥12.85 -86%
Far Eastern New Century Corporation 1402 27.55 TWD 28.72 TWD +4%
K.P.R. Mill Limited KPRMILL ₹1,083 ₹467.49 -57%
Zhejiang Orient Holdings 600120 ¥5.18 ¥2.21 -57%
Vardhman Textiles Limited VTL ₹602.20 ₹437.53 -27%
Isiklar Enerji ve Yapi Holding IEYHO 174.20 TRY 323.84 TRY +86%
Shandong Fiberglass Group 605006 ¥16.75 ¥6.42 -62%

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Frequently asked questions

Is SEL Manufacturing Company (SELMC) overvalued or undervalued?
As of Aug 8, 2026, our model estimates a fair value of ₹49.92 versus a price of ₹27.99, about +78% (undervalued).
What is the fair value of SELMC?
Our model-based fair value for SEL Manufacturing Company is ₹49.92 (as of Aug 8, 2026), built from audited fundamentals. The current price is ₹27.99.
What is the quality score of SELMC?
SEL Manufacturing Company has a Quality Score of 30/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of SEL Manufacturing Company (SELMC)?
SEL Manufacturing Company reported trailing-twelve-month revenue of about ₹154M (latest available figure, as of Aug 8, 2026).
What is the net profit margin of SELMC?
The net profit margin of SEL Manufacturing Company is about 0.0%, meaning it keeps roughly 0.0% 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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