AI Summary
✦ ClarthaMinda Corporation is an auto-components manufacturer serving two-wheelers, passenger vehicles, commercial vehicles, and off-highway equipment. Vehicle access systems, electrical distribution products, and driver-information systems anchor revenue across internal-combustion and electric-vehicle applications. Revenue grew 22.2% year-on-year, while profit increased 41.1%; with no major recent development, performance reflects existing platform demand rather than a new catalyst. Stable margins and 14.7% ROE indicate consistent execution, but debt-equity of 55.35 means leverage materially influences shareholder returns. The company’s 47.9x P/E is rich relative to its 22.2% revenue growth, implying investors already price substantial expansion. Neutral sentiment is appropriate while questions remain around sustaining growth, improving capital efficiency, and justifying the valuation.
Price Forecast
Probabilistic Range
Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.
Revenue Forecast
₹ CrEPS Forecast
₹ / shareMulti-factor synthesis of 5 key dimensions
From 7 analysts
Fundamentals
Fundamentals institutional score is 79 using EVA spread proxy 2.7%; growth durability 96.6.
Valuation
Valuation institutional score is 12 using relative multiple z-scores where peer dispersion is available.
Analyst Consensus
Analyst View institutional score is 41 using mean target upside 0.2%; dispersion penalty 9.0; recommendation breadth from available consensus.
Technical Structure
Technicals institutional score is 60 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.
Market Sentiment
Recent news flow is balanced or not decisive enough to tilt the tape. Based on 1 recent ticker-linked news items.
Signal Summary
Market intelligence remains Mixed. fundamentals provide support, while valuation and analyst consensus remain considerations.
Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.
Key Data Points
Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.
Valuation Metrics
Trading 41.8% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +2.43). Confidence: 82%.
Live forward EPS implies next-12-month EPS of ₹22.28. Applying the stock's normalized valuation corridor produces a fair range of ₹623.62 to ₹831.94, with base value near ₹751.95 (+2.2% vs current price).
Live forward estimate anchored to the company's historical valuation corridor.
Forward EPS
₹22.28
Forward P/E
33.0x
Base Fair Value
₹751.95
Fair Range
₹623.62 - ₹831.94
Upside To Base
+2.2%
Estimate Source
Live forward EPS
Growth Estimate
+139.2%
5Y Average
26.07
Current
47.85
Overvalued
37.34
Undervalued
27.99
5Y Average
14.93
Current
27.95
Overvalued
19.76
Undervalued
8.07
5Y Average
1.50
Current
2.80
Overvalued
1.72
Undervalued
1.27
Peers & Comparison
Sector: Consumer Discretionary · Theme: Auto Parts
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
SONA BLW PRECISION FRGS L SONACOMSAuto Parts | +52.4% | 14.2% | 72.5x Premium | +55% vs avg | +83.4% |
BELRISE INDUSTRIES LTD BELRISEAuto Parts | +12.1% | 5.2% | 43.5x Fair | -7% vs avg | +86.2% |
UNO MINDA LIMITED UNOMINDAAuto Parts | +23.8% | 5.8% | 61.9x Premium | +32% vs avg | +18.5% |
GABRIEL INDIA LTD GABRIELAuto Parts | +29.8% | 5.2% | 83.0x Premium | +77% vs avg | +48.0% |
CIE AUTOMOTIVE INDIA LTD CIEINDIAAuto Parts | +10.6% | 5.7% | 17.3x Undervalued | -63% vs avg | +3.3% |
BANCO PRODUCTS (I) LTD BANCOINDIAAuto Parts | +25.6% | 12.4% | 19.5x Undervalued | -58% vs avg | +14.2% |
SCHAEFFLER INDIA LIMITED SCHAEFFLERAuto Parts | +17.3% | 11.9% | 50.6x Fair | +8% vs avg | +4.3% |
FIEM INDUSTRIES LIMITED FIEMINDAuto Parts | +17.4% | 9.2% | 26.2x Undervalued | -44% vs avg | +42.3% |
MINDA CORPORATION LTD trades in line with peers (48.8x vs avg 46.8x), reflecting a fair valuation within the Auto Parts cohort. Peers include SONA BLW PRECISION FRGS L, BELRISE INDUSTRIES LTD, UNO MINDA LIMITED — 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
₹1.37K CrMar 2026Latest net profit
₹73 CrMar 2026Latest EPS
₹3.07Mar 2026Net margin
12.0%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 + | 885 | 880 | 990 | 969 | 1,005 | 967 | 1,058 | 1,037 | 1,083 | 1,135 | 1,249 | 1,263 | 1,370 |
| Expenses + | 795 | 789 | 879 | 856 | 883 | 859 | 934 | 914 | 961 | 1,011 | 1,111 | 1,116 | 1,200 |
| Operating Profit | 89 | 91 | 111 | 113 | 122 | 108 | 124 | 123 | 122 | 124 | 137 | 148 | 170 |
| OPM % | 10% | 10% | 11% | 12% | 12% | 11% | 12% | 12% | 11% | 11% | 11% | 12% | 12% |
| Other Income + | 4 | 2 | 2 | 2 | 9 | 9 | 13 | 10 | 6 | 10 | 4 | 26 | 8 |
| Interest | 12 | 14 | 15 | 14 | 12 | 10 | 11 | 12 | 34 | 33 | 31 | 29 | 30 |
| Depreciation | 31 | 32 | 34 | 34 | 36 | 38 | 42 | 42 | 48 | 47 | 48 | 48 | 49 |
| Profit before tax | 51 | 47 | 64 | 67 | 83 | 70 | 83 | 79 | 46 | 54 | 63 | 97 | 100 |
| Tax % | -119% | 26% | 26% | 34% | 25% | 26% | 25% | 27% | 26% | 23% | 25% | 19% | 26% |
| Net Profit + | 111 | 35 | 48 | 44 | 62 | 52 | 63 | 58 | 34 | 42 | 47 | 79 | 73 |
| EPS in Rs | 4.63 | 1.46 | 2.00 | 1.85 | 2.57 | 2.16 | 2.62 | 2.42 | 1.41 | 1.75 | 1.97 | 3.32 | 3.07 |
| Raw PDF |
All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).
Events Timeline
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
Board Meeting Intimation for Consider, Approve And Take On Record The Standalone And Consolidated Audited Financial Results Of The Company For The Quarter And Year Ended On June 30, 2026