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    Airo Lam limited

    Gujarat-based maker of laminates, plywood, panels and doors, sold through a domestic depot/distributor/dealer network and exported to 16+ countries.

    Consumer Durables
    Consumer Discretionary

    Overview

    Price

    Market Cap

    ₹131 Cr

    Sector

    Consumer Durables

    Consumer Discretionary

    Rank

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital1515151515151515
    Reserves2935414955586264
    Borrowings3438516379908982
    Other Liabilities2942533542536666
    Total Liabilities107130159162192216232226
    AssetsFixed Assets1138373645585655
    CWIP150000000
    Investments00010000
    Other Assets8292122126147158176171
    Total Assets107130159162192216232226

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating420-7-5-11419
    Cash from Investing-14-14-3-3-13-18-3
    Cash from Financing9-2108114-17
    SummaryCapital Expenditure
    Free Cash Flow-116-10-7-13-417
    FCF Margin

    Valuation

    Assumptions

    Current — AIROLAM
    Price
    ₹87
    EPS (TTM)
    ₹3.25
    PE (TTM)
    26.7
    Profit growth
    -22.2%

    The Earnings Per Share over the last 12 months.

    %

    Your assumption of the company's expected yearly EPS growth (e.g., 6 for 6%).

    Pre-filled with the lower of median (29.4×) and current (26.7×) PE — the conservative anchor.

    %

    The annualized return you aim to achieve. We solve for the price that delivers it, then compare to today's price.

    Valuation

    Current price
    ₹87
    vs
    Fair value · 15% return
    ₹9
    89%Overvalued

    At -22.2% growth and a 27× exit, ₹87 only delivers your return if you pay ₹9. The price is currently baking in 17% growth.

    EPS grows -22.2%/yr for 5 years, then fades to 6% over 2, exits at 27×.

    YearGrowthEPS (₹)
    FY27-22.2%2.53
    FY28-22.2%1.97
    FY29-22.2%1.53
    FY30-22.2%1.19
    FY31-22.2%0.93
    FY32-8.1% ·fade0.85
    FY336.0% ·fade0.90

    Methodology: we discount normalized net profit as a proxy for owner earnings (an earnings-power approximation — not full free cash flow). Terminal growth is capped at 6% (≈ nominal GDP) regardless of the required return. This is an analytical tool, not investment advice.

    Learn to analyse Airo Lam limited

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