AI Summary
✦ ClarthaGMR Power And Urban Infra is an Indian infrastructure company spanning power generation, smart-meter installation, and roads and EPC. Power includes coal, hydro, solar, and wind assets, while roads and EPC cover highways, railways, and related construction. Revenue grew 15.6% year-on-year, but no major recent development provides a clear catalyst for margins or growth. ROE is 41.5%, though extreme leverage, with debt/equity at 549.82, materially amplifies financial risk and distorts returns. Declining margins and a 57.6% profit decline indicate weaker earnings quality despite revenue growth. At 12.5 times earnings, the stock appears undervalued versus typical infrastructure valuations, but leverage, earnings volatility, and limited near-term catalysts remain key open questions.
Valuation Metrics
Trading 7.2% below historical median. Valuation is stable — currently in the fair zone (z-score: +0.13). Confidence: 66%.
Live forward EPS implies next-12-month EPS of ₹11.80. Applying the stock's normalized valuation corridor produces a fair range of ₹101.83 to ₹172.52, with base value near ₹158.36 (+64.1% vs current price).
Live forward estimate anchored to the company's historical valuation corridor.
Forward EPS
₹11.80
Forward P/E
8.2x
Base Fair Value
₹158.36
Fair Range
₹101.83 - ₹172.52
Upside To Base
+64.1%
Estimate Source
Live forward EPS
5Y Average
9.20
Current
12.45
Overvalued
14.62
Undervalued
8.63
5Y Average
8.11
Current
10.86
Overvalued
12.52
Undervalued
2.83
5Y Average
8.67
Current
3.96
Overvalued
14.66
Undervalued
4.49
Peers & Comparison
Sector: Utilities · Theme: Power Generation
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
CESC LTD CESCPower Generation | +5.6% | 8.3% | 14.2x Undervalued | -60% vs avg | +1.2% |
BATA INDIA LTD BATAINDIAFootwear | +5.0% | 3.8% | 68.2x Premium | +92% vs avg | -39.1% |
ATUL LTD ATULDiversified Chemicals | +25.0% | 12.0% | 25.4x Undervalued | -28% vs avg | +2.4% |
AARTI INDUSTRIES LTD AARTIINDSpecialty Chemicals | +42.5% | 5.9% | 34.3x Fair | -3% vs avg | +33.9% |
GMR POW AND URBAN INFRA L trades at a discount (12.3x vs peer avg 35.5x), suggesting potential undervaluation relative to the Power Generation cohort. Peers include CESC LTD, BATA INDIA LTD, ATUL LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.
Financials
Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.
Latest revenue
₹91 CrMar 2026Latest net profit
₹-179 CrMar 2026Latest EPS
₹-2.29Mar 2026Net margin
44.0%Mar 2026Performance
Bars show revenue and net profit. The line shows net margin.
- Revenue
- Net income
- Net margin %
Earnings
Revenue is shown in crores. EPS is rupees per share.
- Revenue
- EPS
Revenue to profit conversion
Bridge from operating numbers to profit for the latest reported period.
Latest reported period: Mar 2026
Debt level and coverage
Debt, cash and free cash flow compared on the same crore scale.
- Debt
- Free cash flow
- Cash & equivalents
Results
| Metric | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 289 | 258 | 202 | 169 | 150 | 130 | 145 | 101 | 104 | 94 | 81 | 101 | 91 |
| Expenses + | 246 | 119 | 112 | 83 | 64 | 55 | 54 | 47 | 45 | 32 | 36 | 38 | 51 |
| Operating Profit | 42 | 139 | 90 | 85 | 87 | 75 | 91 | 54 | 59 | 62 | 45 | 63 | 40 |
| OPM % | 15% | 54% | 45% | 51% | 58% | 58% | 63% | 53% | 57% | 66% | 56% | 63% | 44% |
| Other Income + | -259 | -51 | 11 | 336 | 409 | -162 | 754 | 119 | 54 | 67 | 35 | 20 | -131 |
| Interest | 136 | 111 | 104 | 109 | 123 | 114 | 63 | 54 | 63 | 105 | 84 | 74 | 86 |
| Depreciation | 4 | 4 | 4 | 4 | 4 | 3 | 0 | 0 | 0 | 0 | 0 | 1 | 2 |
| Profit before tax | -357 | -26 | -6 | 308 | 369 | -204 | 782 | 119 | 50 | 24 | -3 | 8 | -179 |
| Tax % | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Net Profit + | -357 | -26 | -6 | 308 | 369 | -204 | 782 | 119 | 50 | 24 | -3 | 8 | -179 |
| EPS in Rs | -5.91 | -0.44 | -0.10 | 5.11 | 6.12 | -3.38 | 10.94 | 1.66 | 0.70 | 0.34 | -0.05 | 0.11 | -2.29 |
| Raw PDF |
All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).
Events Timeline
Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018