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S H Kelkar and Company (SHK) Fair Value & Analysis

Basic Materials · IN · Market cap ₹18.0B

SH S H Kelkar and Company SHK · NSE
Price₹132.38
Fair Value₹85.06
Upside-35.7%
Quality44/100
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Evidence: High Range ₹63.80 – ₹118.31

Fair value as of: Jul 3, 2026

From 25 valuation models · updated today

Share price +4.9% over the past month.

Price vs Fair Value (12 months)

₹265.54 ₹112.34 Fair Value ₹85.06 Jul 2025 Jul 2026

12‑month range ₹112.34 – ₹265.54 · fair‑value band ₹63.80 – ₹118.31 · the ₹132.38 price screens above the ₹85.06 fair value. As of Jul 3, 2026.

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Analysis

S H Kelkar and Company (SHK) currently trades at ₹132.38, while our model-based Fair Value estimate is ₹85.06 — implying the stock looks roughly 35.7% overvalued today. We read business quality at 44/100 (below-average 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, S H Kelkar and Company generated revenue of ₹23.7B at a net margin of 2.9%. Revenue grew 13.8% year over year. It earns a return on equity of 5.3%. Net debt stands at ₹9.6B. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹23.7B
Revenue growth (YoY) +13.8%
Net margin 2.9%
Return on equity 5.3%
Free cash flow ₹53.1M FY2026
P/E ratio 26.0
More key figures
Operating margin 3.3%
EPS (TTM) ₹5.00
EPS growth (YoY) -98.2%
Net debt ₹9.6B FY2026

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

About the company

S H Kelkar and Company Limited, together with its subsidiaries, manufactures and supplies fragrances, flavors, and aroma ingredients in India. Its fragrances are used in personal care, fabric care, skin care, hair care, fine fragrances, and home care products, as well as flavors are used in baked, dairy, beverages, savoury, and pharmaceutical products. The company is also involved in microbiology, biotechnology, cosmetic, custom synthesis, and cosmetic biotechnology research services. S H Kelkar and Company Limited markets its products under the SHK, Cobra, CFF, and Keva brand names to national and multi-national FMCG companies, blenders of fragrances and flavors, and its producers. The company exports its products. S H Kelkar and Company Limited was founded in 1922 and is based in Mumbai, India.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

S H Kelkar and Company reported revenue of ₹23.7B in FY2026 versus ₹15.6B in FY2022, a compound +11.0%/yr. Reported net income was ₹693M in FY2026, compounding −17.4%/yr from FY2022.

Revenue +11.0%/yr
FY22 ₹15.6B
FY23 ₹16.8B
FY24 ₹18.3B
FY25 ₹21.1B
FY26 ₹23.7B
Net income −17.4%/yr
FY22 ₹1.5B
FY23 ₹612M
FY24 ₹1.2B
FY25 ₹732M
FY26 ₹693M

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Frequently asked questions

Is S H Kelkar and Company (SHK) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹85.06 versus a price of ₹132.38 — about −36% (overvalued). Model-based estimate, not financial advice.
What is the fair value of SHK?
Our model-based fair value for S H Kelkar and Company is ₹85.06 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹132.38.
What is the quality score of SHK?
S H Kelkar and Company has a Quality Score of 44/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of S H Kelkar and Company (SHK)?
S H Kelkar and Company reported trailing-twelve-month revenue of about ₹23.7B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of SHK?
The net profit margin of S H Kelkar and Company is about 2.9%, meaning it keeps roughly 2.9% 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.

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