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VST Industries Limited (VSTIND) Fair Value & Analysis

Consumer Defensive · IN · Market cap ₹44.4B

VI VST Industries Limited VSTIND · NSE
Price₹262.00
Fair Value₹305.30
Upside+16.5%
Quality64/100
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Evidence: High Range ₹183.63 – ₹433.24

Fair value as of: Jul 3, 2026

From 26 valuation models · updated today

Share price +5.9% over the past month.

Price vs Fair Value (12 months)

₹292.85 ₹195.30 Fair Value ₹305.30 Jul 2025 Jul 2026

12‑month range ₹195.30 – ₹292.85 · fair‑value band ₹183.63 – ₹433.24 · the ₹262.00 price screens below the ₹305.30 fair value. As of Jul 3, 2026.

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Analysis

VST Industries Limited (VSTIND) currently trades at ₹262.00, while our model-based Fair Value estimate is ₹305.30 — implying the stock looks roughly 16.5% undervalued today. We read business quality at 64/100 (solid quality), in the Consumer Defensive 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, VST Industries Limited generated revenue of ₹14.6B at a net margin of 20.0%. Revenue grew 30.9% year over year. It earns a return on equity of 21.1%. The balance sheet holds a net cash position of ₹346M. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹14.6B
Revenue growth (YoY) +30.9%
Net margin 20.0%
Return on equity 21.1%
Free cash flow ₹1.9B FY2026
P/E ratio 15.2
More key figures
Operating margin 31.7%
EPS (TTM) ₹17.21
Dividend yield 4.6%
EPS growth (YoY) +120%
Net cash ₹346M FY2026

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

About the company

VST Industries Limited engages in the manufacturing, trading, and marketing of cigarettes, tobacco, and tobacco products in India and internationally. It sells unmanufactured tobacco. The company was formerly known as Vazir Sultan Tobacco Company Limited and changed its name to VST Industries Limited in April 1983. VST Industries Limited was incorporated in 1930 and is based in Hyderabad, India.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

VST Industries Limited reported revenue of ₹14.6B in FY2026 versus ₹11.8B in FY2022, a compound +5.6%/yr. Reported net income was ₹2.9B in FY2026, compounding −2.3%/yr from FY2022.

Revenue +5.6%/yr
FY22 ₹11.8B
FY23 ₹12.9B
FY24 ₹14.2B
FY25 ₹14.0B
FY26 ₹14.6B
Net income −2.3%/yr
FY22 ₹3.2B
FY23 ₹3.3B
FY24 ₹3.0B
FY25 ₹2.9B
FY26 ₹2.9B

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Similar stocks

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

Stock Price Fair Value vs Fair Value
Philip Morris International Inc PM $178.29 $105.35 -41%
British American Tobacco p.l.c. BMT €52.90 €39.20 -26%
Altria Group MO 1,253 MXN 1,259 MXN +0%
Japan Tobacco Inc JAPAF $37.74 $28.77 -24%
ITC Limited ITC ₹283.65 ₹243.28 -14%
Imperial Brands PLC IMBBY $36.49 $56.53 +55%

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Frequently asked questions

Is VST Industries Limited (VSTIND) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹305.30 versus a price of ₹262.00 — about +17% (undervalued). Model-based estimate, not financial advice.
What is the fair value of VSTIND?
Our model-based fair value for VST Industries Limited is ₹305.30 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹262.00.
What is the quality score of VSTIND?
VST Industries Limited has a Quality Score of 64/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of VST Industries Limited (VSTIND)?
VST Industries Limited reported trailing-twelve-month revenue of about ₹14.6B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of VSTIND?
The net profit margin of VST Industries Limited is about 20.0%, meaning it keeps roughly 20.0% of revenue as net income. Based on the latest reported figures.
Does VST Industries Limited pay a dividend?
VST Industries Limited currently shows a dividend yield of about 4.61% relative to its recent price (as of Jul 3, 2026).

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.