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ZF Commercial Vehicle Control Systems India Limited (ZFCVINDIA) Fair Value & Analysis

Consumer Cyclical · IN · Market cap ₹275B

ZC ZF Commercial Vehicle Control Systems India Limited ZFCVINDIA · NSE
Price₹2,416
Fair Value₹828.77
Upside-65.7%
Quality64/100
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Evidence: High Range ₹656.11 – ₹1,130

Fair value as of: Jul 3, 2026

From 26 valuation models · updated today

Price vs Fair Value (12 months)

₹2,686 ₹2,058 Fair Value ₹828.77 Jun 2025 Jul 2026

12‑month range ₹2,058 – ₹2,686 · fair‑value band ₹656.11 – ₹1,130 · the ₹2,416 price screens above the ₹828.77 fair value. As of Jul 3, 2026.

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Analysis

ZF Commercial Vehicle Control Systems India Limited (ZFCVINDIA) currently trades at ₹2,416, while our model-based Fair Value estimate is ₹828.77 — implying the stock looks roughly 65.7% overvalued today. We read business quality at 64/100 (solid 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: high).

Over the trailing twelve months, ZF Commercial Vehicle Control Systems India Limited generated revenue of ₹41.2B at a net margin of 12.6%. Revenue grew 32.7% year over year. It earns a return on equity of 15.0%. The balance sheet holds a net cash position of ₹15.7B. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹41.2B
Revenue growth (YoY) +32.7%
Net margin 12.6%
Return on equity 15.0%
Free cash flow ₹7.6B FY2026
P/E ratio 53.1
More key figures
Operating margin 12.7%
EPS (TTM) ₹45.50
Dividend yield 0.0%
EPS growth (YoY) +46.1%
Net cash ₹15.7B FY2026

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

About the company

ZF Commercial Vehicle Control Systems India Limited engages in supplying systems for automotive and industrial technology in India and internationally. The company offers air suspension solutions, automatic transmissions, axle drives and systems, brake components, brake control and systems, chassis components, condition monitoring system, control units, damping technology, driveline components, electric drives, functions, hardware, hybrid drives, mechatronic systems, power electronics, sensors, software, software and electronics, steering systems, and systems solutions. ZF Commercial Vehicle Control Systems India Limited was formerly known as WABCO India Limited and changed its name to ZF Commercial Vehicle Control Systems India Limited in March 2022. The company was incorporated in 2004 and is headquartered in Chennai, India. ZF Commercial Vehicle Control Systems India Limited is a subsidiary of WABCO Asia Private Limited.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

ZF Commercial Vehicle Control Systems India Limited reported revenue of ₹41.2B in FY2026 versus ₹25.2B in FY2022, a compound +13.0%/yr. Reported net income was ₹5.2B in FY2026, compounding +38.1%/yr from FY2022.

Revenue +13.0%/yr
FY22 ₹25.2B
FY23 ₹34.2B
FY24 ₹37.8B
FY25 ₹37.9B
FY26 ₹41.2B
Net income +38.1%/yr
FY22 ₹1.4B
FY23 ₹3.2B
FY24 ₹4.1B
FY25 ₹4.6B
FY26 ₹5.2B

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Frequently asked questions

Is ZF Commercial Vehicle Control Systems India Limited (ZFCVINDIA) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹828.77 versus a price of ₹2,416 — about −66% (overvalued). Model-based estimate, not financial advice.
What is the fair value of ZFCVINDIA?
Our model-based fair value for ZF Commercial Vehicle Control Systems India Limited is ₹828.77 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹2,416.
What is the quality score of ZFCVINDIA?
ZF Commercial Vehicle Control Systems India Limited has a Quality Score of 64/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of ZF Commercial Vehicle Control Systems India Limited (ZFCVINDIA)?
ZF Commercial Vehicle Control Systems India Limited reported trailing-twelve-month revenue of about ₹41.2B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of ZFCVINDIA?
The net profit margin of ZF Commercial Vehicle Control Systems India Limited is about 12.6%, meaning it keeps roughly 12.6% of revenue as net income. Based on the latest reported figures.
Does ZF Commercial Vehicle Control Systems India Limited pay a dividend?
ZF Commercial Vehicle Control Systems India Limited currently shows a dividend yield of about 0.03% 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.