AI Summary
✦ ClarthaGNG Electronics is an IT hardware refurbishment and services company. It refurbishes, repairs, and sells laptops, desktops, tablets, servers, smartphones, workstations, and accessories. ITAD, e-waste management, warranties, installation, upgrades, and buybacks support revenue beyond device sales. Revenue grew 34%, while profit increased 91.2%, indicating operating leverage and improving margins despite no major recent catalyst. ROE is unavailable, limiting assessment of returns on invested capital. Debt-to-equity of 58.54 implies exceptionally high leverage, which can magnify reported ROE but increases financing risk. At 42 times earnings, the shares appear rich relative to growth, despite 34% revenue expansion and improving margins. The valuation leaves limited room for execution setbacks, while leverage and the absence of a clear near-term catalyst remain open questions.
Valuation Metrics
Trading 58.3% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +1.91). Confidence: 76%.
Live forward EPS implies next-12-month EPS of ₹23.15. Applying the stock's normalized valuation corridor produces a fair range of ₹566.71 to ₹740.34, with base value near ₹621.81 (+10.6% vs current price).
Live forward estimate anchored to the company's historical valuation corridor.
Forward EPS
₹23.15
Forward P/E
24.3x
Base Fair Value
₹621.81
Fair Range
₹566.71 - ₹740.34
Upside To Base
+10.6%
Estimate Source
Live forward EPS
Growth Estimate
+25.1%
5Y Average
30.45
Current
42.51
Overvalued
31.98
Undervalued
24.48
5Y Average
2.30
Current
3.22
Overvalued
2.65
Undervalued
1.96
5Y Average
22.38
Current
31.25
Overvalued
24.41
Undervalued
18.62
Peers & Comparison
Sector: Information Technology · Theme: Electronic Equipments
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
CENTUM ELECTRONICS LTD CENTUMElectronic Equipments | -7.7% | -4.9% | 56.6x Undervalued | -24% vs avg | +55.6% |
SHILCHAR TECHNOLOGIES LTD SHILCTECHElectronic Equipments | -34.4% | 24.1% | 33.9x Undervalued | -54% vs avg | +10.5% |
GENUS POWER INFRASTRU LTD GENUSPOWERElectronic Equipments | +64.1% | 12.5% | 14.4x Undervalued | -81% vs avg | -16.8% |
SYRMA SGS TECHNOLOGY LTD SYRMAElectronic Equipments | +68.3% | 6.7% | 73.5x Fair | -1% vs avg | +111.2% |
PG ELECTROPLAST LTD PGELElectronic Equipments | -10.1% | 3.7% | 90.9x Premium | +23% vs avg | +20.7% |
ZEN TECHNOLOGIES LIMITED ZENTECElectronic Equipments | -10.5% | 26.8% | 86.2x Premium | +16% vs avg | +20.2% |
APOLLO MICRO SYSTEMS LTD APOLLOElectronic Equipments | +81.3% | 12.5% | 123.3x Premium | +66% vs avg | +106.9% |
AVALON TECHNOLOGIES LTD AVALONElectronic Equipments | +49.8% | 7.4% | 113.8x Premium | +54% vs avg | +122.6% |
GNG ELECTRONICS LIMITED trades at a discount (42.0x vs peer avg 74.1x), suggesting potential undervaluation relative to the Electronic Equipments cohort. Peers include CENTUM ELECTRONICS LTD, SHILCHAR TECHNOLOGIES LTD, GENUS POWER INFRASTRU LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.
Financials
Financial chart data is not available for this company right now.
Results
Income statement data not available.
All values in ₹ Crores unless otherwise stated. Source: Company filings.