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V.I.P. Industries Limited (VIPIND) Fair Value & Analysis

Consumer Cyclical · IN · Market cap ₹43.8B

VI V.I.P. Industries Limited VIPIND · BSE
Price₹302.70
Fair Value₹95.01
Upside-68.6%
Quality47/100
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Strengths

generates free cash flow

Risks

!Trades 219% ABOVE our fair value of ₹95.01
!Mixed Growth (revenue 5y +24.6 %/yr)
!Loss-making · -10.0% net margin
!Narrow moat 12/100
Mixed Growth (revenue 5y +24.6 %/yr)
Loss-making · -10.0% net margin
generates free cash flow
Narrow moat 12/100
Evidence: Medium Range ₹58.51 – ₹131.52 Share as image

Fair value as of: Aug 25, 2026

From 9 valuation models · updated today

Share price +2.5% over the past month.

Below-average quality, and trading another 219% above our fair value.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

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What matters now

  • The price sits above even our optimistic bull case (₹131.52). The favourable scenario is already priced in.
  • Solid but not exceptional quality (47/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (₹58.51 to ₹131.52) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

₹740.40 ₹259.70 Fair Value ₹95.01 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 25, 2026.

How to read this chart

60‑month range ₹259.70 – ₹740.40 · fair‑value band ₹58.51 – ₹131.52 · the ₹302.70 price screens above the ₹95.01 fair value. Dashed = 300-day average. As of Aug 25, 2026.

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Analysis

V.I.P. Industries Limited (VIPIND) currently trades at ₹302.70, while our model-based Fair Value estimate is ₹95.01, implying the stock looks roughly 68.6% overvalued today. The Quality Score stands at 47/100 (below-average quality), in the Consumer Cyclical 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: medium).

Over the trailing twelve months, V.I.P. Industries Limited generated revenue of ₹19.6B at a net margin of -10.0%. Revenue declined 25.3% year over year. It earns a return on equity of -35.3%. Net debt stands at ₹3.8B. Fundamentals as of Aug 25, 2026

Our scenario range runs from ₹58.51 (bear case) to ₹131.52 (bull case); at ₹302.70, 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 about 36% below its 52-week high and 9% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 21% fair-value upside, at -69%, VIPIND 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
Growth DCF ₹112.35 ₹169.15 ₹251.97 72
Gordon GGM ₹0.3000 ₹0.6200 ₹0.9800 70
Rev-Margin DCF ₹93.23 ₹146.85 ₹210.05 67
All 9 models by family
DCF Models
FCF DCF ₹110.95 ₹176.14 ₹278.03 38
5Y Revenue Exit ₹93.23 ₹146.66 ₹215.04 39
10Y Revenue Exit ₹95.90 ₹146.67 ₹215.62 36
Dividend Discount
Gordon GGM ₹0.3000 ₹0.6200 ₹0.9800 70
DDM Multi-Stage ₹0.3000 ₹0.5100 ₹0.6500 61
Multiples
EV/Revenue ₹87.42 ₹123.93 ₹160.44 43
Asset-Based
NCAV (Graham) ₹10.19 ₹13.65 ₹20.38 50
Growth DCF
Growth DCF ₹112.35 ₹169.15 ₹251.97 72
Rev-Margin DCF ₹93.23 ₹146.85 ₹210.05 67

Widest divergence: Growth DCF (₹146.85) versus Dividend Discount (₹0.5100). Highest evidence: Growth DCF (72).

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Key figures & financial health

P/S ratio 2.23 TTM
Net margin -10.0% TTM
Return on equity -35.3% TTM
Return on assets -5.4% TTM
Operating margin -34.3% TTM
EPS (TTM) ₹-13.79
More key figures
Growth
Revenue (TTM) ₹19.6B TTM
Revenue growth (YoY) -25.3% 3y avg -3.8%
EPS growth (YoY) -93.1%
Balance sheet & cash flow
Free cash flow ₹1.3B FY2026
Net debt ₹3.8B FY2026 · ≈ 2.9 yrs of FCF

Figures from reported company fundamentals · as of Aug 25, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 47/100

Of which business quality 48 · Market factors (momentum, volatility) 35

Profitability 32
Margins and returns on capital today
Quality Growth 29
Are margins and returns improving?
Cashflow 49
Earnings quality: real cash, not paper profit
Fin. Strength 29
Balance sheet, leverage, solvency risk
Investment 92
Disciplined investing over empire-building
Low Volatility 77
Calm price path (market factor)
Momentum 23
Price trend over the last 3–12 months (market factor)
52W Momentum 8
Distance to the 52-week high (market factor)
Net Issuance 81
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

V.I.P. Industries Limited manufactures and sells luggage, backpacks, and accessories in India. It provides hard luggage and soft luggage bags, including school bags, trolleys, backpacks, suitcases, executive cases, duffels, overnight travel solutions, and handbags.

Full company description

V.I.P. Industries Limited manufactures and sells luggage, backpacks, and accessories in India. It provides hard luggage and soft luggage bags, including school bags, trolleys, backpacks, suitcases, executive cases, duffels, overnight travel solutions, and handbags. The company offers its products primarily under the VIP, Caprese, Carlton, Skybags, Alfa, and Aristocrat brands through multi-brand outlets, exclusive brand outlets, canteen stores department, and e-commerce platforms. It also exports its products. V.I.P. Industries Limited was incorporated in 1968 and is headquartered in Mumbai, India.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

V.I.P. Industries Limited reported revenue of ₹18.5B in FY2026 versus ₹12.9B in FY2022, a compound +9.5%/yr. Reported net income was −₹3.4B in FY2026.

Growth Quality 56/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
₹18.5B
Latest YoY
−14.5%
Avg. revenue 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.
−3.8%
Avg. revenue 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.
+24.6%
Avg. revenue growth/yr (12Y) 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.
+5.5%
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2026 is a loss year, no rate is defined from a loss
not computed
Revenue +9.5%/yr
FY22 ₹12.9B
FY23 ₹20.8B
FY24 ₹22.4B
FY25 ₹21.6B
FY26 ₹18.5B
Net income
FY22 ₹669M
FY23 ₹1.5B
FY24 ₹543M
FY25 −₹688M
FY26 −₹3.4B

VIPIND screens 69% overvalued. Compare with NIKE, Inc →

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Cite: Fair Value Calculator (2026). "V.I.P. Industries Limited Fair Value". https://www.fairvalue-calculator.com/stock/VIPIND.BSE

Peer Group

Footwear & Accessories · 94 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 46 · Below median
Fair Value upside −69% · Bottom 25%
Return on assets -5% · Bottom 25%
Net margin (TTM) -10% · Bottom 25%
Operating margin (TTM) -34% · Bottom 25%
Revenue growth -25% · Bottom 25%
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Footwear & Accessories median · lower = cheaper

P/B 0.16× · Cheaper than 75% of peers
P/S (TTM) 0.02× · Cheaper than 75% of peers
P/FCF 0.3× · Cheaper than 75% of peers

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

Similar stocks

10 more Footwear & Accessories stocks, each showing price versus our Fair Value estimate (as of Aug 25, 2026).

Stock Price Fair Value vs Fair Value
NIKE, Inc NKE $40.76 $35.63 -13%
Deckers Outdoor Corporation DECK $89.51 $125.16 +40%
On Holding ONON $31.03 $17.79 -43%
Zhejiang China Commodities City Group 600415 ¥11.81 ¥13.03 +10%
Birkenstock Holding BIRK $36.74 $44.59 +21%
Crocs, Inc CROX $130.61 $203.65 +56%
Huali Industrial Group 300979 ¥36.73 ¥51.36 +40%
PUMA SE PUM €25.02 €10.57 -58%
Steven Madden, Ltd SHOO $47.70 $11.69 -75%
Yue Yuen Industrial (Holdings) Limited 0551 HK$13.65 HK$31.67 +132%

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Frequently asked questions

Is V.I.P. Industries Limited (VIPIND) overvalued or undervalued?
As of Aug 25, 2026, our model estimates a fair value of ₹95.01 versus a price of ₹302.70, about −69% (overvalued).
What is the fair value of VIPIND?
Our model-based fair value for V.I.P. Industries Limited is ₹95.01 (as of Aug 25, 2026), built from audited fundamentals. The current price: ₹302.70.
What is the quality score of VIPIND?
V.I.P. Industries Limited has a Quality Score of 47/100. 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 V.I.P. Industries Limited (VIPIND)?
V.I.P. Industries Limited reported trailing-twelve-month revenue of about ₹19.6B (latest available figure, as of Aug 25, 2026).
What is the net profit margin of VIPIND?
The net profit margin of V.I.P. Industries Limited is about -10.0%, meaning it is currently running at a net loss. 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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