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The Ugar Sugar Works Limited (UGARSUGAR) Fair Value & Analysis

Consumer Defensive · IN · Market cap ₹4.5B

TU The Ugar Sugar Works Limited UGARSUGAR · NSE
Price₹52.18
Fair Value₹25.41
Upside-51.3%
Quality41/100
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Expensive Growth
Thin margins · 0.9% net margin
Low debt · negative free cash flow
Trails peers (5/13)
Narrow moat 36/100
Evidence: High Range ₹15.34 – ₹31.76 Share as image

Fair value as of: Aug 13, 2026

From 17 valuation models · updated 4 days ago

Share price +30.5% over the past month.

Below-average quality, and screening another 51% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (₹31.76). The favourable scenario is already priced in.
  • Weak quality (41/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (₹15.34 to ₹31.76) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

₹134.04 ₹17.42 Fair Value ₹25.41 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ₹17.42 – ₹134.04 · fair‑value band ₹15.34 – ₹31.76 · the ₹52.18 price screens above the ₹25.41 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

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Analysis

The Ugar Sugar Works Limited (UGARSUGAR) currently trades at ₹52.18, while our model-based Fair Value estimate is ₹25.41, implying the stock looks roughly 51.3% overvalued today. The Quality Score stands at 41/100 (below-average quality), in the Consumer Defensive 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, The Ugar Sugar Works Limited generated revenue of ₹14.8B at a net margin of 0.9%. Revenue declined 23.8% year over year. It earns a return on equity of 6.1%. Net debt stands at ₹6.5B. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹15.34 (bear case) to ₹31.76 (bull case); at ₹52.18, the current price sits above 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 near its 52-week high and 55% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -37% fair-value upside, at -51%, UGARSUGAR screens richer 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ₹16.01 ₹16.31 ₹16.02 76
ROIC Compounder ₹52.41 ₹69.04 ₹89.39 72
Gordon GGM ₹2.20 ₹4.38 ₹6.63 70
All 17 models by family
DCF Models
Owner Earnings ₹19.51 ₹35.17 ₹60.00 31
Earnings-Based
Graham-Dodd ₹8.23 ₹32.98 ₹44.85 54
Lynch FV ₹8.21 ₹11.72 ₹15.24 50
PEG = 1.0 ₹8.21 ₹11.72 ₹15.24 46
EPV ₹46.99 ₹55.07 ₹62.03 59
Dividend Discount
Gordon GGM ₹2.20 ₹4.38 ₹6.63 70
DDM Multi-Stage ₹2.20 ₹3.78 ₹4.62 61
Multiples
P/E Multiple ₹19.06 ₹25.41 ₹31.76 63
P/S Multiple ₹15.43 ₹20.57 ₹25.71 58
P/B Multiple ₹15.43 ₹20.57 ₹25.71 55
EV/EBIT ₹75.54 ₹102.09 ₹128.64 53
EV/EBITDA ₹85.60 ₹115.51 ₹145.42 54
EV/Revenue ₹52.73 ₹77.10 ₹101.47 43
Asset-Based
NCAV (Graham) ₹10.39 ₹13.92 ₹20.77 50
Economic Profit
Residual Income ₹16.01 ₹16.31 ₹16.02 76
ROIC Compounder ₹52.41 ₹69.04 ₹89.39 72
Growth Earnings
Growth-Adj P/E ₹14.40 ₹20.57 ₹26.75 68

Widest divergence: DCF Models (₹35.17) versus Dividend Discount (₹3.78). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) ₹14.8B
Revenue growth (YoY) -23.8%
Net margin 0.9%
Return on equity 6.1%
Free cash flow −₹548M FY2026
P/E ratio 43.1
More key figures
Operating margin 15.6%
EPS (TTM) ₹1.21
EPS growth (YoY) -10.4%
Net debt ₹6.5B FY2026

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 41/100

Of which business quality 37 · Market factors (momentum, volatility) 75

Profitability 34
Margins and returns on capital today
Quality Growth 47
Are margins and returns improving?
Cashflow 6
Earnings quality: real cash, not paper profit
Fin. Strength 11
Balance sheet, leverage, solvency risk
Investment 75
Disciplined investing over empire-building
Low Volatility 79
Calm price path (market factor)
Momentum 66
Price trend over the last 3–12 months (market factor)
52W Momentum 84
Distance to the 52-week high (market factor)
Net Issuance 85
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

The Ugar Sugar Works Limited manufactures and sells sugar, and industrial and potable alcohol in India. The company operates through Sugar, Industrial Alcohol, Potable Alcohol, Co-Generation, and Petroleum Products Sales segments. It offers white crystal sugar and its byproducts, including bagasse, filter cake, and final molasses.

Full company description

The Ugar Sugar Works Limited manufactures and sells sugar, and industrial and potable alcohol in India. The company operates through Sugar, Industrial Alcohol, Potable Alcohol, Co-Generation, and Petroleum Products Sales segments. It offers white crystal sugar and its byproducts, including bagasse, filter cake, and final molasses. The company also provides various distillery products, such as IML products under the Old Castle Premium Whisky, U.S. Whisky, U.S. Brandy, U.S. Gin, Ugar XXX Rum, Gokak Falls Whisky, Milan Whisky, Hawk Gin, and Gagarin Vodka brands; ethanol; rectified spirit; malt spirit; and extra neutral alcohol. In addition, it offers distillery byproducts comprising fermentation sludge, which is used in poultry feeds; fusel oil that is used in amyl alcohols/perfumes; and carbon dioxide for industrial purpose, as well as low grade potash. Further, it generates and distributes electricity. The company also exports its products through merchant exporters. The Ugar Sugar Works Limited was incorporated in 1939 and is based in Belgaum, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

The Ugar Sugar Works Limited reported revenue of ₹14.8B in FY2026 versus ₹11.1B in FY2022, a compound +7.4%/yr. Reported net income was ₹136M in FY2026, compounding −25.1%/yr from FY2022.

Growth Quality 50/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹14.8B
Latest YoY
+11.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−6.1%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.3%
Avg. growth/yr (19Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.6%
Revenue +7.4%/yr
FY22 ₹11.1B
FY23 ₹17.9B
FY24 ₹11.5B
FY25 ₹13.3B
FY26 ₹14.8B
Net income −25.1%/yr
FY22 ₹433M
FY23 ₹1.0B
FY24 ₹211M
FY25 −₹162M
FY26 ₹136M
Character of growth · EPS growth decomposed (2016-2026) −0.8 % p.a.
Revenue per share +7.5 pp

of which total revenue +7.5 pp · buybacks/dilution +0.0 pp

EBIT margin −0.7 pp
Tax rate −1.8 pp
Residual (interest, one-offs) −5.8 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

UGARSUGAR screens 51% overvalued. Compare with Chocoladefabriken Lindt & Sprüngli AG →

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Cite: Fair Value Calculator (2026). "The Ugar Sugar Works Limited Fair Value". https://www.fairvalue-calculator.com/stock/UGARSUGAR

Peer Group

Confectioners · 78 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 41 · Bottom 25%
Fair Value upside −51% · Bottom 25%
Return on equity (TTM) 6% · Above median
Return on assets 4% · Above median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 16% · Above median
Revenue growth -24% · Bottom 25%
Dividend yield (TTM) 0.6% · Bottom 25%
Debt / equity 0.27× · Higher than median

Valuation Multiples vs Confectioners median · lower = cheaper

P/E (TTM) 43.1× · Pricier than 75% of peers
P/B 1.94× · Pricier than 75% of peers
P/S (TTM) 0.31× · Cheaper than median
EV/EBITDA 4.8× · Cheaper than median

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 0 · sector 24
FUTURE 0 · sector 0
PAST 24 · sector 21
HEALTH 87 · sector 93
DIVIDEND 12 · sector 59

VALUE 0: the price sits above our fair-value range.

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 Confectioners stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Chocoladefabriken Lindt & Sprüngli AG LISN CHF 94,500 CHF 9,669 -90%
Mondelez International, Inc MDLZ $61.78 $27.36 -56%
The Hershey Company HSY $184.23 $91.25 -50%
Barry Callebaut AG BARN CHF 1,136 CHF 711.91 -37%
ORION Corp 271560 132,800 KRW 203,315 KRW +53%
Guangxi Yuegui Guangye Holdings 000833 ¥20.48 ¥9.09 -56%
Cloetta AB CLAB kr 54.85 kr 59.12 +8%
Balrampur Chini Mills Limited BALRAMCHIN ₹604.70 ₹304.54 -50%
PT Yupi Indo Jelly Gum Tbk YUPI 1,295 IDR 1,140 IDR -12%
ORION Holdings 001800 26,850 KRW 42,237 KRW +57%

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Frequently asked questions

Is The Ugar Sugar Works Limited (UGARSUGAR) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹25.41 versus a price of ₹52.18, about −51% (overvalued).
What is the fair value of UGARSUGAR?
Our model-based fair value for The Ugar Sugar Works Limited is ₹25.41 (as of Aug 13, 2026), built from audited fundamentals. The current price is ₹52.18.
What is the quality score of UGARSUGAR?
The Ugar Sugar Works Limited has a Quality Score of 41/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of The Ugar Sugar Works Limited (UGARSUGAR)?
The Ugar Sugar Works Limited reported trailing-twelve-month revenue of about ₹14.8B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of UGARSUGAR?
The net profit margin of The Ugar Sugar Works Limited is about 0.9%, meaning it keeps roughly 0.9% 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.

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