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Smartlink Holdings (SMARTLINK) Fair Value & Analysis

Technology · IN · Market cap ₹1.8B

SH Smartlink Holdings SMARTLINK · NSE
Price₹173.90
Fair Value₹224.03
Upside+28.8%
Quality67/100
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Evidence: High Range ₹168.03 – ₹280.04

Fair value as of: Jul 3, 2026

From 26 valuation models · updated today

Share price +13.6% over the past month.

Price vs Fair Value (12 months)

₹184.58 ₹104.52 Fair Value ₹224.03 Jul 2025 Jul 2026

12‑month range ₹104.52 – ₹184.58 · fair‑value band ₹168.03 – ₹280.04 · the ₹173.90 price screens below the ₹224.03 fair value. As of Jul 3, 2026.

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Analysis

Smartlink Holdings (SMARTLINK) currently trades at ₹173.90, while our model-based Fair Value estimate is ₹224.03 — implying the stock looks roughly 28.8% undervalued today. We read business quality at 67/100 (solid quality), in the Technology 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, Smartlink Holdings generated revenue of ₹2.8B at a net margin of 4.7%. Revenue grew 34.7% year over year. It earns a return on equity of 6.5%. The balance sheet holds a net cash position of ₹91.2M. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹2.8B
Revenue growth (YoY) +34.7%
Net margin 4.7%
Return on equity 6.5%
Free cash flow ₹154M FY2026
P/E ratio 13.6
More key figures
Operating margin 9.4%
EPS (TTM) ₹13.18
EPS growth (YoY) +79.3%
Net cash ₹91.2M FY2026

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

About the company

Smartlink Holdings Limited, together with its subsidiaries, sources, develops, manufactures, markets, distributes, and services networking products in India and internationally. The company offers XPON ONUs, EPON/ GPON OLTs, GEPON OLTs, and PON transceivers; Wi-Fi 6 indoor/outdoor/enterprise access points, controllers, USB adapters, and range extenders; switching solutions, such as managed, unmanaged, fully managed, lite/smart managed switches, chassis switches, industrial switches, transceivers, media converters, and multigig switches; and structured cabling products, including solid cable, keystones, patch panels, copper patch cords, faceplates, rj45 connectors, fiber patch cords, pigtails, fiber LIUS, fiber cables, distribution boxes, and splitters. It also manufactures chargers for electric vehicles; and telecom equipment and defense electronics. In addition, it offers networking products, such as switches, broadband routers, wireless LANs, and GPON and GePON under the DIGISOL …

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Smartlink Holdings reported revenue of ₹2.7B in FY2026 versus ₹657M in FY2022, a compound +42.3%/yr. Reported net income was ₹131M in FY2026, compounding +6.1%/yr from FY2022.

Revenue +42.3%/yr
FY22 ₹657M
FY23 ₹1.6B
FY24 ₹1.9B
FY25 ₹2.1B
FY26 ₹2.7B
Net income +6.1%/yr
FY22 ₹104M
FY23 ₹192M
FY24 ₹70.6M
FY25 ₹66.1M
FY26 ₹131M

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6 more Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 3, 2026).

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Frequently asked questions

Is Smartlink Holdings (SMARTLINK) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹224.03 versus a price of ₹173.90 — about +29% (undervalued). Model-based estimate, not financial advice.
What is the fair value of SMARTLINK?
Our model-based fair value for Smartlink Holdings is ₹224.03 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹173.90.
What is the quality score of SMARTLINK?
Smartlink Holdings has a Quality Score of 67/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Smartlink Holdings (SMARTLINK)?
Smartlink Holdings reported trailing-twelve-month revenue of about ₹2.8B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of SMARTLINK?
The net profit margin of Smartlink Holdings is about 4.7%, meaning it keeps roughly 4.7% 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.